Financial coaching for life's changes
One-to-one financial education and coaching in Edinburgh to help you understand your options, make informed decisions and feel more confident about what comes next.
What is financial coaching?
Money decisions aren’t just about numbers.
Money coaching helps you understand your financial situation, work out what matters to you and make confident decisions about what to do next. George provides one-to-one financial coaching in Edinburgh and online.
It combines practical financial education with coaching, so the focus isn’t just on the numbers, but on your goals, choices and habits.
Financial expertise. Practical education. Personal coaching.
This is the core of the service.
When life changes, money matters
People often come to George when something important is changing: retirement, redundancy, a career change, reducing their hours or simply reaching a point where they want to rethink work and money.
Retirement
Understand the financial choices and trade-offs involved in your next stage of life.
Career change
Explore career options and the financial impact of changing direction.
Redundancy
Your options when work or circumstances change.
Working less
Think through what reducing your hours could mean for your finances.
How financial coaching helps you
Understand your finances
Learn about the financial issues that matter to your situation, from pensions and ISAs to income, spending and future plans.
Explore your options
Think through different choices, priorities and trade-offs.
Change unhelpful habits
Understand the behaviours that may be getting in the way of your financial goals.
Make informed decisions
Build the clarity and confidence to decide what to do next.
Coaching Fees
The number and frequency of sessions can be discussed around your circumstances.
£125
£595
Start with a free 30 minute introductory conversation
Questions about financial coaching
What is money coaching?
Money coaching helps you understand your financial situation, work out what matters to you and make confident decisions about what to do next. It combines practical financial education with coaching, so the focus is not just on the numbers, but on your goals, choices and habits. I don’t sell financial products or manage investments.
How is money coaching different from financial advice?
A financial adviser will recommend specific regulated financial products and investments. As a money coach and educator, I don’t recommend products. Instead, I help you understand your finances and options, ask the right questions and make your own informed decisions. If you need regulated financial advice, I’ll make that clear.
Can you help me work out whether I can afford to retire or work less?
Yes. This is a common reason people come to me. We can look at what you have, what you spend, the income you might have in future and, importantly, what you want the next stage of life to look like. I can help you understand the financial choices and trade-offs involved, although I don’t provide regulated financial advice.
What kinds of transitions can you help with?
Many clients come to me when something is changing — for example, retirement, redundancy, changing career, reducing their hours, receiving an inheritance or simply reaching a point where they want to rethink work and money. Often financial and work questions are closely connected, so we can work on both rather than treating them separately.
Want to understand your options?
Based in Edinburgh, George works with individuals across Scotland and the UK. Let’s start with a free conversation about your situation