Work with me
About Sophie
I am a qualified financial coach, having trained at Wise Monkey with Simonne Gnessen, who is the pioneer of financial coaching in the UK.
I like establishing a real connection with my clients. This is particularly important because of the emotional nature of financial coaching. I bring a range of different techniques into my coaching, including LEGO® Serious Play®, a brilliant method for tackling some of the more challenging topics with joy.
Before becoming a money coach, I spent 20 years working in sustainability, including as Head of Sustainability in real estate investment management and I still deliver sustainability training and workshops to organisations in that field.
I’m a member of the Wise Monkey Financial Coaching Community and the Women in Sustainability Network. I’m based in Bristol.
OK, so how can we work together?
You’ve decided it’s time to align your finances with what truly matters to you—now let’s find the right path forward. Whether you’re ready to dive deep with a longer-term commitment or you’re looking for focused help on a specific issue, this is where your journey begins. Explore the options below to choose the support that best fits your needs and values.
Packages
My services
Transform
What’s Included:
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- 6 x 90-Minute One-to-One Coaching Sessions: In-depth, personalised coaching tailored to your specific financial situation, challenges, and aspirations. These sessions provide dedicated time to explore, plan, and strategise effectively.
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- Email & WhatsApp Support Between Sessions: Receive ongoing support and guidance for any questions or insights that arise between our scheduled coaching calls. This ensures continuous progress and timely help if you get stuck.
Focus
- 90-Minute One-to-One Coaching Session: This dedicated session gives us time to explore into your specific question. Whether it’s “Can I afford to buy a house?”, “What’s the financial impact of changing careers?”, or “Can I afford to retire?”, we’ll explore your options and create a clear path forward.
- Focused, Actionable Outcomes: You’ll leave the session with practical insights and actionable steps tailored to your situation, helping you make informed financial decisions.
Custom
If either of these packages don’t sound quite right for you, we can discuss options and create a tailored package to suit your needs.
FAQs
Still not sure?
Who is financial coaching for?
A. It doesn’t matter how much money you do or don’t have, everyone can benefit from spending time focusing on their financial situation.
This work is for you if:
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- You want to get intentional with your money
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- You don’t currently feel in control of your finances
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- You’re prepared to put in the work
This work is not for you if:
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- You’re looking for ways to get rich quick, at any cost
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- You don’t want to have to do any work outside of our sessions
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- You haven’t got time to delve into your numbers and do your homework (that might be pulling together your spending figures or digging out your mortgage or pension details)
Financial coaching is for anyone who wants to improve their relationship with money and build better financial habits. People from all situations can benefit:
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- Anyone who feels they should be doing better with money but doesn’t know how
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- Young professionals starting their careers and wanting to build a strong foundation
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- Families juggling multiple financial priorities and trying to make ends meet
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- Entrepreneurs and freelancers managing irregular income
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- People in debt who need a clear strategy to become debt-free
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- Couples who want to get on the same page financially
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- Pre-retirees preparing for the next chapter of life
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- Anyone who feels they should be doing better with money but doesn’t know how
Where do coaching sessions take place?
Most sessions will take place online using Microsoft Teams. We can also arrange to meet in person in Bristol.
How long is a session?
Our sessions will be 90 minutes long.
How long will it take to complete the prep work before our first session?
That really depends on how accessible your information is (spending, savings, mortgages, debt etc…). It’s worth taking the time to pull this together before our first session but don’t worry if you get stuck, we can always work through it together.
Let's Have a Chat
Taking the Next Step
The fact that you're here, researching and asking questions, suggests you're ready to take control of your finances. Find out how to work with me and book in for a free 15-minute chat to discuss your goals and how coaching can help you achieve them.
