Financial Coaching & Guidance in the UK
Know your money. Shape your future. Clear and unbiased guidance with no product selling and no hidden fees.
Most people in the UK don’t know where their pension is invested, and are unsure of their options. Whether you’re a beginner and want to understand your financial situation, or someone who has a good understanding and would like a sense-check, we will give you bespoke guidance on the following:
Investments | Pensions | Protection | Tax Solutions
Inheritance Tax | Income Tax | Capital Gains Tax
Bespoke Financial Coaching
Get a tailored projection of your financial future. Can you retire now? Can you spend more? Do you need to save more? We will help you understand exactly where you stand.
Spot Strengths in Your Retirement Plan
See what’s working well and what could be improved, with clear guidance you can act on.
Unbiased Guidance Without The Sales Pitch
We will not recommend products or investments, so you get unbiased help at a fraction of the cost of an Independent Financial Adviser (IFA).
At My Personal Finance UK, we are passionate about providing bespoke financial planning at a fraction of the cost, with no minimum 'wealth'. We believe many may not need a final 'regulated advice' piece and simply need access to tailored guidance and increased confidence to give their finances a significant boost.
Where is my pension invested?
How and when can I access my pension?
Can I afford to retire early?
If you're looking for the answer to these questions and more, we can help.
Book a FREE initial chat to discuss your options.
Fixed-Fee Financial Coaching
Contact
07845248267
contact@mypersonalfinance.uk
I hold the CII Diploma in Regulated Financial Planning (Level 4), but operate strictly as a Financial Coach. My Personal Finance Limited provides financial education, cashflow modeling, and non-regulated guidance. We do not provide regulated financial advice or personal recommendations as defined by the Financial Conduct Authority (FCA). All decisions regarding investments, pensions, or tax remain the sole responsibility of the client.
My Personal Finance Limited is a company registered in England and Wales with company number 16637814