Holly Mckay
Holly MackayFounder and CEO
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01 Oct 2021

OK. Based on what you’ve told us, we think you should consider:

Financial Coaching

You will get an individual financial coach, who will have 1-1 sessions with you. They wont be able to tell you precisely what to do. But they will talk you through the consequences of any actions, make sure you’re not doing anything daft, and give you more confidence to make decisions.

We think you might like:

If you actually want to go further and have someone tell you what to do, your advice options are a little limited with assets of less than £50,000. If you are not yet retired these options offer regulated advice and focus more broadly on money management and/or investments. If you’re 50+ you can always speak to the free Government service PensionWise about pensions.

Digital Advice (Investments)

Also regulated advice, these options are better suited to those with non-retirement questions. myEva is a workplace solution so ask your boss to consider this as a benefit.

5 tips based on your life stage

Sorting out our finances can be overwhelming and it's hard to know where to start.

Click on your top priority below for some helpful ideas on how to tackle this or to learn more.

Still feeling stuck?

Put your question to a helpful adviser - get some tips and pointers from an expert

ASK AN EXPERT
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