Book Flat-Fee Financial Coaching
Straightforward, personalised 1-to-1 support. No subscriptions, no product selling, no group sessions. Only clear financial guidance that works for you.
FREE 15-Minute Discovery Telephone Call
A relaxed chat to see how we can help and answer your questions.
Financial
MOT
A health check for your finances.
- Clear cashflow snapshot
- Spending, savings, and debt review
- Strengths, gaps, and opportunities highlighted
- Practical steps you can act on immediately
We explain everything in plain language so you always understand your options.
The Process
- 60 minute online planning session
- 30 minute follow up online meeting to discuss written report
- Written report
£200
Independent
Second Opinion
Already working with a financial adviser? We will provide a completely impartial review of their recommendations. Honest, unbiased feedback with no conflicts of interest, giving you confidence in your choices.
The Process
- 30 minute fact finding online meeting
- 30 minute follow up online meeting to discuss written report
- Written report
£200
General Financial Support
Your pension is YOUR responsibility. You should know:
- Where your pensions are held
- What your pensions are invested in
- How much your employer pays into your pension
If you're unsure about any of this, we will help you understand where to look for information, and how to take control.
We can help you to:
- Transfer and consolidate your pensions safely
- Open investment accounts
- Choose the right platforms
- Provide step-by-step support at your pace
Flat-fee pricing in easy-to-manage half-hour blocks so you only pay for what you need.
£40 per half hour
Contact
07845248267
contact@mypersonalfinance.uk
I hold the CII Diploma in Regulated Financial Planning (Level 4), but operate strictly as a Financial Coach. My Personal Finance Limited provides financial education, cashflow modeling, and non-regulated guidance. We do not provide regulated financial advice or personal recommendations as defined by the Financial Conduct Authority (FCA). All decisions regarding investments, pensions, or tax remain the sole responsibility of the client.
My Personal Finance Limited is a company registered in England and Wales with company number 16637814