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Financial Coaching

Have you got some big money questions? We can help you to find the answers.

Life's journey can be hard and ever changing. The same can often be said about the financial journey we take and every journey is unique. Money concerns are not limited to those trying to deal with debt. People worry about saving for a home, the cost of raising a family, funding relatives in care, where to turn for help with their savings, losing their job.......the list goes on. 

We work with specialists in financial education and established and trusted providers of high-quality financial planning and investment services. And we can help you to access these services. You can get to grips with money issues, make plans for the future and have the confidence to take full control of your financial situation. 

People often seek financial advice because of a specific issue but right at the heart of that need is one overriding aspect: peace of mind. You want to make sure that you can live how you want without running out of money and we can provide access to a financial wellbeing programme that provides;

• A personal financial plan

• Tailored educational videos and webinars

• Dedicated customer coaches

• Exclusive and secure Beneficial Family Wills client area.

You can be sure to receive professional guidance to help you make informed decisions about your financial future.

Money Plant

Frequently Asked Questions

1. What can I access?

You can receive access to the Beneficial Family Wills exclusive portal which is hosted and delivered by our financial services partner. Your will be able to view fresh monthly video content about all things personal finance. You may have questions about pensions, inheritance, student debt, and mortgages that you can learn more about to help you tackle the issues that mean the  most to you. 

2. What if I need more personalised guidance about my financial wellbeing?

You can request your own bespoke financial plan from your personal financial coach where you will be provided with a picture of your financial journey based on your numbers and your aspirations.It will help you answer questions such as, what if I could save £100 a month into an investment fund? Can I retire 5 years earlier? Can I afford to buy my dream home next year? .  You can view a full picture of what your financial future looks like.

3. What information will I need to provide?

You will be asked relatively straight forward questions such as what you own, what you owe and what you earn. In your conversations with your financial coach, he or she will help you to assess your goals and objectives. Your details are held securely on an encrypted platform with bank level security and your information is not shared with any third parties without your express permission.

4. How much does it cost?

Access to the Beneficial Family Wills portal is completely free! We have a limited number of memberships available for you to access at no cost to you. We believe in providing access to holistic planning that incorporates not only our specialist area of inheritance planning, but access to financial services specialists who can support you on your financial journey.

5. Who provides the service?

The service is provided by a long established financial services firm regulated by the Financial Conduct Authority. With expert financial planners, the firm also has a highly qualified pensions department along with dedicated customer coaches and support staff.

6. How can I try this service out and sign up?

You can register for this service by clicking the Contact Us button and start your financial well being journey.

 Contact Us 

Please note this guidance is intended for England and Wales only.

The information  is provided as guidance only and does not constitute as legal or financial advice.