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I will be your financial and money coach
Business Coach, Non Exec Director, Trustee
Carl is a business coach, mentor & adviser of over three decades, having successfully guided over 10,000 businesses through the business planning and cash flow maze, with access to finance. Carl is a ...
Über diesen Service
So What is a Financial / Money Coach?
A financial coach is an expert trained to look objectively at your financial situation and help you make a plan to reach your goals.
Think of a financial coach as a personal trainer for your money.
Carl has over 25 years experience as a financial adviser, mortgage broker and insurance broker, Carl retired in 2006, and became a qualified mentor and coach. Let Carl help you achieve your financial goals, and overcome any financial hurdles.
Gail said: Carl is definitely the go-to man! Full of knowledge and experience and extremely easy to communicate with. Carl has built my confidence.
What should I expect from a financial or money coaching session?
A typical coaching session lasts 45 - 60 minutes. During your session, your coach will help you clarify your financial goals, explain the options you have for achieving them, and help you create a plan to get there.
They can also answer any questions you might have about finance. The format is intentionally flexible so that you can guide the session based on your needs and get the most out of it.
Geschlecht des Trainers:
Männlich
Qualifikation :
Zertifizierung als Lebensberater
Schwerpunkt Coaching:
Identität und Sinn
Mein Portfolio
FAQ
What kind of things can I discuss with my financial / money coach?
Coaching is perfect whether you’re a financial beginner, or have been round the block a few times. Think about your goals, whether that’s starting a budget, setting up a savings account or starting to invest, or just managing on a budget.
Can a money coach recommend products?
Remember that a financial coach can’t recommend specific products or services. Instead, they aim to inform and empower you by explaining your options clearly.
Is a money coach regulated by the FCA?
Whereas independent financial advisers are regulated by the FCA, financial coaches aren’t required to pass any type of certification. However, reputable coaches and apps do hold high professional standards and often choose to complete professional qualifications.
How much knowledge should my money coach have?
All coaches need to have a thorough understanding of the personal financial lifecycle and key retail financial products (including savings, protection, investments, mortgages and tax wrappers).
What is a money coach?
A financial coach is an expert trained to look objectively at your financial situation and help you make a plan to reach your goals. Think of a financial coach like a personal trainer for your money.
What should I expect from a financial coaching session?
A typical coaching session lasts 45 minutes. During your session, your coach will help you clarify your financial goals, explain the options you have for achieving them, and help you create a plan to get there.
Bewertungen
5 Bewertungen für diesen Service
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Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
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B 
brittanytayl753
Vereinigte Staaten
Just the sort of support I was looking for. Very knowledgeable with practical insights to share.
50 $-100 $
Preis
4 Tagen
Dauer
Hilfreich?K 
katandhippo5
Großbritannien
Carl was extremely helpful and adviced me on both personal and company finance structuring. He is very knowledgeable and I highly reccomend working with him.
50 $-100 $
Preis
8 Tagen
Dauer
Hilfreich?E 
eves249
Großbritannien
Carl was very professional, knowledgeable and coached me where I can maximise my finances based on the current situation, he gave me resources where I can learn to be an experienced investor and take action.
100 $-200 $
Preis
5 Tagen
Dauer
Hilfreich?S spinoza_h
Großbritannien
Carl has a great deal of knowledge and experience and he knows how to apply it to any financial circumstances. He was able to provide clarity and focus on what seemed to be a confusing array of options and has helped me to find a way forward. Very grateful !
50 $-100 $
Preis
4 Tagen
Dauer
Hilfreich?J 
jesscantleymuse
Vereinigte Staaten
I got so much value out of Carl in our session, and would absolutely approach him for anything I had related to my business. I actually overpaid, and he still exceeded expectations. Carl cares, and it shows through his tailored advice, his wisdom, and his empathy toward a young question asker. 10/10
100 $-200 $
Preis
8 Tagen
Dauer
Hilfreich?
Bewertungen
5 Bewertungen für diesen Service
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
Am relevantesten
B brittanytayl753
Vereinigte Staaten
Just the sort of support I was looking for. Very knowledgeable with practical insights to share.
50 $-100 $
Preis
4 Tagen
Dauer
Hilfreich?K katandhippo5
Großbritannien
Carl was extremely helpful and adviced me on both personal and company finance structuring. He is very knowledgeable and I highly reccomend working with him.
50 $-100 $
Preis
8 Tagen
Dauer
Hilfreich?E eves249
Großbritannien
Carl was very professional, knowledgeable and coached me where I can maximise my finances based on the current situation, he gave me resources where I can learn to be an experienced investor and take action.
100 $-200 $
Preis
5 Tagen
Dauer
Hilfreich?S spinoza_h
Großbritannien
Carl has a great deal of knowledge and experience and he knows how to apply it to any financial circumstances. He was able to provide clarity and focus on what seemed to be a confusing array of options and has helped me to find a way forward. Very grateful !
50 $-100 $
Preis
4 Tagen
Dauer
Hilfreich?J jesscantleymuse
Vereinigte Staaten
I got so much value out of Carl in our session, and would absolutely approach him for anything I had related to my business. I actually overpaid, and he still exceeded expectations. Carl cares, and it shows through his tailored advice, his wisdom, and his empathy toward a young question asker. 10/10
100 $-200 $
Preis
8 Tagen
Dauer
Hilfreich?
