Become a Financial Coach


A financial coach empowers others to develop their practical and emotional relationship with money without advising them on products.

In March 2002, having taken a career break after becoming disillusioned with the traditional model of financial advice, I created a different type of service. One that creates a non-judgemental space to support people to learn more about their relationship with money and empower them to take better control of, and responsibility for, their financial lives. 

Over the past 17 years, I've coached getting on for 1,000 people and trained around 80 people to become financial coaches. Read about Simonne's journey from financial adviser to coach and insight from a past trainee. Click here for a sample of Q&As and here for a selection of photos from our recent training courses.

There is a real, and growing, need for financial coaches. I would love for you to join us in pioneering a new holistic approach to helping people with the money side of their lives.

"Simonne's enthusiasm, passion and experience of helping her clients become financially empowered is clear. Her training has given me a whole new perspective on how I can do this too, and I'd recommend this to anyone wishing to help others achieve financial freedom." Graham, Financial Planner

5 day Intensive training course

Throughout the five days I will share with you my skills, resources and methodologies.

Using a blended method of teaching - including games, role-plays, coaching simulations, case studies, interactive and experiential learning activities and discussions - I will equip you with everything you need to coach your clients.

Plus you'll take away a manual packed full of invaluable resources specifically designed to set you up with all you need to start coaching clients of your own AND a Financial Coach Practitioner certificate.

Small group sizes are guaranteed to provide plenty of opportunity for you to practice, and receive coaching on, the skills and tools you learn during the week.

“I could not recommend the course highly enough. I've come away with so much fantastic information, experience of coaching and resources, that I feel a huge difference in my confidence level to get out there and get coaching - everything from how to run a session and deal with specific client issues, to how to do business, marketing and so on." Kate


Our next 5 day intensive training courses:

Monday 17th to Friday 21st June 2019, 9am-5pm each day

Monday 14th to Friday 18th October 2019, 9am-5pm each day

Monday 18th to Friday 22nd November 2019, 9am-5pm each day

The November 2019 training is now full. Our next training with available places is in January 2020

Dates for 2020:

Monday 27th to Friday 31st January 2020, 9am-5pm each day

Monday 20th to Friday 24th April 2020, 9am-5pm each day

Monday 22nd to Friday 26th June 2020, 9am-5pm each day

Monday 19th to Friday 23rd October 2020, 9am-5pm each day

Where: 68 Middle Street, Brighton, BN1 1AL

Check out our photo gallery from recent training courses



On this course you will learn how to:

►  Apply coaching skills to help people build a better relationship with money and feel calmer, more in control and confident about their finances.

  Help people find practical solutions to their money challenges. 

►  Use a wide range of practical tools and resources to help people change their financial behaviour and the way they think and feel about money. 

►  Apply my Wise Monkey Financial Coaching Model, with extensive feedback on your own delivery.

►  Work within the boundaries of generic financial advice.


Complete the form below for a full information pack and prices


Can't make it to Brighton?

I usually run three to four training courses a year and, although I would love to meet you in person, if you're unable to get to Brighton there may be other options too. 

To enquire about Skype training or additional courses for smaller groups, please give me a call or send me an email.



Want to know more?

Complete the form below to register your interest and I'll send you full information, including prices. 

Alternatively, if you have specific questions, please call me on 01273 691223 or send an email to

"The course was delivered in a relaxed, welcoming manner with loads of examples, scenarios and case studies. It really pushed me to dig deep into what I had learnt. Thoroughly recommended." Anwin, Financial Coach and mentor


This Q&A with one of my Financial Coaching trainees will give you real insight into their experience of becoming a Financial Coach

Read more about previous delegates' experiences and our Q&As

Check out our photo gallery from recent training courses

Please send me more information about the training event:

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