Financial Coaching

For women who’ve built security but can’t seem to enjoy it

Financial Coach

What is Financial Coaching?

Financial coaching helps you understand your relationship with money; the thoughts, beliefs, and behaviours that shape how you earn, save, spend and invest.

Unlike financial advice, which tells you what products to buy, coaching focuses on you. Exploring what drives your decisions, uncovering patterns that might be holding you back, and building the confidence to make choices that align with what you actually want.

How can I help you?

As a Chartered Financial Planner and Financial Coach, I bring both technical knowledge and emotional understanding to help you build a healthier relationship with money.

Whether you’re exploring why you hold on so tightly, learning to spend without guilt, or understanding how to make your money work harder for you. I offer practical, judgement-free support that starts with what’s driving your decisions, not just what you should do with them.

What can I support you with?

Building Financial Awareness

Explore the beliefs and emotions driving your financial decisions, and learn how to shift patterns that no longer serve you.

Mindful Spending

Align your spending with what genuinely matters to you, without the resistance or fear that holds you back.

Financial Products Explained

Get to grips with pensions, ISAs, protection, and mortgages, explained in plain English, without jargon.

Understanding Investing

Demystify investing; how it works, how to assess risk, and how to build wealth with confidence.

Tax & Allowances

Understand how tax affects your income, savings, and investments, and how to make the most of what’s available to you.

Purposeful Saving

Work out what “enough” actually looks like for your emergency fund and savings goals, so you can stop chasing a moving target.

How it works

Step 1
Free Discovery Call

A free 20-minute WhatsApp call to ask questions, understand Jess’s approach, and see if you’re both a good fit. We’ll discuss where you are with money and what you’re hoping to change. (Prefer to jump straight in? Book a Clarity Session directly.)

Step 2
Initial Clarity Session

This is where the real work begins. We’ll explore your relationship with money; where you are now, where you want to be, and what you’d like to change. You’ll leave with clarity on your patterns and a tailored proposal within 7 days.

Step 3
Your Coaching Journey

If the Clarity Session feels right and you’re ready to commit to making real changes, this is where our proper work together begins. A personalised coaching relationship built entirely around you, your money story, and the life you want to build.

Start your journey
  • “We were encouraged to use money more intentionally, rather than leaving it sitting with little return.”
    Mike & Sylvia
  • “There’s a far greater sense of security knowing my wife and I have a clearly-structured plan in place for the years ahead.”
    Max
  • “I consider myself financially switched on, but having a second opinion brought real value.”
    David
  • “We see a path for the future with the decisions we are taking but making sure that we also enjoy the present.”
    Mark & Kaye

Client words are shared with care and permission, and reflect my earlier work as a Chartered Financial Planner. Today, I work as a Financial Coach, drawing on the same values of trust, clarity, and thoughtfulness, without providing financial advice.

Frequently Asked Questions

Financial coaching provides a space for us to explore your relationship with money, not just what you do with it, but why.

Together, we look at the thoughts, beliefs and patterns underneath your financial decisions. You set the direction; I ask the questions that help you see things more clearly and provide the knowledge you need to make confident decisions.

Financial advice involves recommending specific products like pensions or investments, and it’s regulated by the FCA. Coaching is different, we don’t give product recommendations or manage your money. Instead, we explore what’s driving your financial decisions, build awareness around your spending and saving patterns, while also demystifying financial concepts like investing and tax.

This work is for women who’ve done everything “right” with money but still can’t relax about spending.

You might be a good fit if:

  • You’ve built some financial security but struggle to actually use it
  • You’ve always gone without, even when you could afford more
  • “Enough” is always just out of reach, no matter how much you save
  • You’re ready to understand what’s really driving your grip on money, and ultimately how to loosen it without losing your security

This probably isn’t for you if:

  • You’re looking for someone to tell you which investments to buy or which products to choose (that’s financial advice, not coaching)
  • You’re in immediate financial crisis and need urgent practical support first
  • You want to skip the emotional work and jump straight to tactics, but without understanding what’s driving your decisions, the patterns will keep repeating

Initial session: We start by exploring your relationship with money; what’s working, what’s not, and what you’d like to change. I’ll ask questions to help you understand what’s driving your decisions and where the patterns might be holding you back.

Ongoing sessions: Each session builds on the last. We might explore why certain purchases trigger guilt, what “enough” actually means for you, or where the line between prudence and restriction lies. As we work through the emotional side, we’ll also tackle practical topics like understanding investments, tax, and how to use your money more intentionally.

Sessions are conversational, not prescriptive. I’m not here to tell you what to do; I’m here to help you work out what feels right for you.