Financial coaching didn’t exist in the UK when I began to consider alternative ways to work with clients on their finances beyond the traditional advice model. After 10 years as an independent financial adviser, I became disillusioned with the industry and how advice mostly focused on clients who ha...

I’m delighted to report our partnership with Charlie Warshawski at Love Your Coaching is now bearing its first fruit.

The very first Wise Monkey alumni to sign up for the bespoke ILM L5 coaching and mentoring qualification have now emerged, enthused, and qualified.

Coaching sits at the heart of al...

A Training for All

I’m excited that we’ve got our Spring 2024 Financial Coach Practitioner Certificate Training coming up soon: running from 15 April to 19 June 2024.

And in case you’re wondering who that training might be for – whether, for instance, it might be a fit for you, or you for it – ...

It's exciting to see so many more people now talking about Financial Coaching, with many now offering this holistic approach to helping people with the money side of their lives.

But there's lots of different versions of Financial Coaching. In my interview with Nucleus Financial, I explain my definit...

Simonne chats with Abraham Okusanya about her role as a Financial Coach, targeting the gap in the market, taking a glimpse into:

• Her career and how she found herself moving into the financial coaching business
• How she transitioned from being a financial adviser to starting her own financial coac
...

As 2021 starts drawing to a close, I’ve begun to reflect on the past 12 months from both a personal and professional perspective. With the pandemic bringing so many challenges and changes to our lives, financial coaching is now more relevant than ever.

It’s been a busy year, but also one where I fe...

‘The course is incredibly well-designed’, says Martha Lawton, who trained online with us in October 2020. ‘I’m a trainer myself, so can be hypercritical – but this course is intense, slick and fun.’

Since the pandemic, we’ve moved our Financial Coach trainings online, and we’ve discovered real bene...

We were hugely excited about bringing everybody who’s trained with Wise Monkey together for the first time this year – in spring 2020. 

Our trainings have always been held in small groups, and we’d never before organised a big event. But we had one all planned and scheduled for April 2020.

Of cour...

June sunshine is streaming through my new office window as I prepare for events this month where I’ll be sharing the work I’ve created and developed.

I'm excited about the opportunity to inspire client-centred financial advisers about the emotional wow factor of integrating coaching into their prac...

I recently had the pleasure of being interviewed for one of the NextGen Planners Podcasts. 

If you haven’t heard of NextGen Planners, check it out here. It’s a community founded by young financial planners, focused on creating an informal way for young advisers to share ideas, best practice and dev...