Get a personal trainer for your finances
Watch our Coaching story
Your Financial Coach can help you
And answer your burning questions
- How can I budget effectively?
- How can I save to buy my first house?
- Am I saving enough into my pension?
- How can I get started investing?
- How does the Help to Buy ISA work now it’s closed to new applicants?
- How do I choose an ISA?
- How can I invest ethically?
“Just one session with Stacey changed my perspective.”
Suzanne was looking to generate consistent revenue from her business. Stacey worked with Suzanne to get clear on her pricing strategy and income goals so she felt informed, motivated and confident to take her business forward.
Meet our financial coaches
Rachel, Head of Financial Planning
Rachel is a Chartered Financial Planner with 15 years’ experience in the financial services industry providing financial advice.
She’s now Head of Financial Planning and a Financial Coach here at Claro.
Rachel is passionate about helping people plan to achieve their goals and gain peace of mind around their finances.
Stacey, Financial Coach
Stacey has 12 years’ experience in the investment industry, having worked for global corporates, fintechs and startups.
She has been a certified Financial Coach since 2016, and has completed Level 1 of the Chartered Financial Analyst Program (CFA) and Investment Management Certificate.
She joined us as a Financial Coach in January 2021. Her aim is to empower others to have a healthy and happy relationship with money.
Sarah, Financial Coach
Sarah Brill is a Qualified Financial and Transformational Mindset Coach.
Having spent the majority of her career in Dubai, Sarah returned to the UK to coach full time. She takes a solution-focused, holistic approach, starting with the end in mind.
“I feel so much more knowledgeable about my personal finances and the options available to me.”
Natasha was looking to for clarity on her pension and ways to save and invest more sustainably.
What is a Financial Coach?
A Financial Coach’s aim is to inform and empower you to make smart financial decisions.
Your coach will work with you to define your financial goals, give you relevant education and information for your circumstances, and explain your options clearly.
By the end of a coaching session, you’ll feel confident in your own money management skills, and ready to take the next steps on your financial journey.
Financial Coaches are just like a coach or trainer in other areas of your life. They can’t do the work for you, but they can guide you.
How does Finanical Coaching work?
1. Book a coaching call
Book a call at a time that suits you. We’ll ask you for some information about your financial situation and goals ahead of the call so your coach can prepare for your session.
2. Speak to your Financial Coach
It’s time for your coaching session! Our coaching calls take place on Zoom. Get clarity on your situation, discuss your options and agree on actions to take next.
3. Set your goals
Create and refine your financial goals in the app. Tell us what you want to achieve, how much you’ll need and your timelines. You can then browse saving and investment products suitable for your goals.
4. Track your progress
Track your progress towards your goals and see how you can get there quicker. Keep in touch with your coach, get support from our community, and keep learning with articles, webinars and more.
For more Coaching FAQs see our FAQ page.