Financial Wellbeing

Financial problems reduce focus, impact mental health and cause stress. It’s something we rarely get taught but working with Fintuity Financial Wellbeing coaches can help you achieve your personal financial goals with confidence!

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Let Fintuity Financial Wellbeing help you to

achieve your financial goals

Your financial health is key to building the life you want

1 in 3

people feel underpaid

73%

of people wished they could access financial information in a simple manner

44%

of people worry about their personal finances at least once a week.

Fintuity Financial Wellbeing coaching service,

Elevate your financial confidence with

our regulated financial experts across the UK.

supported by

With a legacy of demystifying financial complexities, our subscription service is the key to your financial peace of mind

How it works

You meet with your own money expert

Everyone, across all levels, gets matched with your own expert for confidential video sessions.

They’ll discuss your financial goals and coach you on how to achieve those goals. Alongside quarterly check-in meetings & annual reviews your coach is always in contact when questions come up.

Can you help me with the execution of my financial plan?

QUESTION

ANSWER

As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)

YES

We give you access to powerful tools to help you make better money decisions.

Our coaches will create an interactive financial forecast - to help you visualise the long-term impact of decisions today and get a specific action plan for whatever your goals are.

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Navigating Between Financial Coaching and Financial Advice

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Fintuity Digital Ecosystem

Financial Wellbeing is for me

I'm ready for Financial Advice

Customer profile

Financial Wellbeing

For those who want to be better with your money but don't know where to start? Unlike full financial advice, financial coaching can give you guidance on budgeting, emergency savings, and basic financial products to help you manage your finances more effectively. It allows to set the groundwork for financial advice in the future.

Regulated Financial Advice

For those considering or already holding specific financial products, such as pensions, investments, properties or life insurance may need advice tailored to these products. This includes understanding your specific tax implications, risks, and how these financial products fit into their broader financial plan.

Key Features

Financial Wellbeing

Budgeting analysis and reallocation of funds
Benefits analysis
Financial goals planning
Financial Healthcheck Live-Scoring
Virtual Adviser Access
Webinars and Learning Resources Access
Guidance not advice

Regulated Financial Advice

Regulated Financial Advice
Complex Advice
Comprehensive product / solutions
Independent, personalised recommendations
Specific planning work (pensions, investments, mortgages, protection, tax planning)
Annual suitability checks
FCA regulated advice

Client contact points

Financial Wellbeing

Initial Online Meeting (1 hr)
Quarterly check-in (15 min)
Annual one-to-one review (1 hr)

Regulated Financial Advice

Initial Online Meeting (30 min)
Factfinding meeting (90 min)
Recommendation meeting (60 min)
Annual review (60-90 min)

Cost of services

Financial Wellbeing

£25 per month or £250 per annum per household

Regulated Financial Advice

Based on service need – usually a 1.5% initial and 0.5% ongoing fee for pensions and investments while commission-based (paid by provider) for mortgages and protection.

Discover the added value of our subscription with a host of additional features and products

What is included in the Service

Features

Experts will coach you how to achieve your goals. Including quarterly and annual reviews

1-to-1 regular meetings with Fintuity financial experts

Access to our exclusive learning materials and financial articles

Fintuity's financial portal helps you keep on top of your goals with ongoing recommendations

Access to Fintuity Financial Portlal

Access to Fintuity Virtual Adviser

Fintuity's virtual adviser allows you to act on the goals you've discussed with your coach

Our All-in-one platform helps you manage your personal finances

Connect effortlessly with your trusted financial coach or adviser. Seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.

Why we stand out from others

Financial advisers

Others Coaching Services

Years of experience with clients

Non regulated coaches

Not Required

FCA Fit and Proper Adviser Test Approved

Not Required

Members of Professional Bodies

Not Required

Access to our properietry client services platform