Wise Monkey offers financial coaching for individuals and small or large groups in the form of workshops or talks. We also specialise in running a variety of workshops for corporate clients as part of their wellbeing programme.


As individual as you are 

After an initial discussion we’ll decide together what will work for you. The service is completely flexible - you choose whether you would like a single consultation or a series of meetings over a number of months.

We’ll do our best to arrange sessions at a time to suit you, and you can choose whether you’d like to talk face-to-face or via Zoom.

Please contact us for a copy of our Terms of Business.

I’m bursting with financial optimism; that has got to be the best money I’ve ever spent!


Small groups, shared goals 

We also offer financial coaching for small groups of friends or colleagues with similar needs. For instance, you may want to understand savings options available through your employer. Or you’d like a general teaching session on money management and ways to gain better understanding of financial matters. Shared coaching helps spread the cost and many people find that it’s a great way to learn.


Training for organisations 

Wise Monkey runs a range of seminars, workshops and courses on specific aspects of finance and money. We also provide financial coaching clinics, redundancy clinics and bespoke training on almost any aspect of finance. Our rates for organisations are dependant on the amount of preparation involved, the volume and complexity. Please contact us to discuss your needs.


Staff packages 

Removing the stress of money worries is a great perk to give your staff. For example, we can run drop-in clinics at your place of work, or we can organise individual financial-coaching sessions by phone or face-to-face, at your convenience. Get in touch to find out how you can include the Wise Monkey service as part of your staff package.