MONEY CALL
A 30-minute one-to-one call where we’ll focus on your finances, money goals and the areas you’d like help with.
What we can cover:
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Creating or reviewing your budget
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Getting back on track with saving
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Choosing the right savings account or ISA
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Understanding your investing options
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Reviewing your existing investments
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Talking through your money goals and priorities
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Any other personal finance questions you’re unsure about
Before the call:
You’ll fill in a short form with your questions and the key areas you’d like help with, so I can prepare and make the session as useful and tailored to you as possible.
After the call:
You’ll leave with clear, practical next steps that you can actually implement - with guidance that’s much more personalised than what you can get from a YouTube video or comment.
Please note: This is general financial guidance and not personal financial advice.
WHAT CLIENTS SAY
DAMIEN
Fran was a great sounding board for me to run my investment ideas through, and gave me the confidence to take the leap into the investing world.
She is personable, warm and friendly, and puts you at ease straight away.
ALEX
Fran helped me create a budget and get back on track with my money and saving.
JESSICA
I needed help choosing the right account for my children’s savings, and Fran talked me through the options and helped me find the right one for me.