There is only one thing for it!! You need to sit down and get this sorted once and for all… You’ve read a few books, been on a few courses maybe and keep telling yourself you need to sort out your money… but it never happens!

Lets sit down together and work it out… I am now on your side and part of the team!

Rebecca Robertson


Financial Coach | Award Winning | TEDx Public Speaker | Featured in The Independent ‘Women in Finance’ | Women’s Section Writer for ‘Mortgage Introducer’ magazine | Regular contributor to BBC Radio |

“Working 121 with me truly bespoke, I can cover money management, investing, saving, spending habits, mindset and putting a plan in place to support you on an ongoing basis. I am wanting to work with people who will take the action and get amazing results.”

How we work together...

This is very bespoke to you, every client is so different. I will take you through the full process of money management, financial wellbeing and ensure that at the end of the process you have a super structured process and I hope stronger mindset towards your money. This is a 4 month package which starts with 2 hours face to face in a London/Kent office, or online if required. You will then get 3 online follow up 1-2-1, 1 hour sessions.

£1,500 total investment (up front £450 and the rest can be split monthly at £350 per month) 

"Financial wellbeing is about a sense of security and a feeling of control over your finances."

What makes working on a 1-2-1 basis really special is that the process is tailored completely to your personal circumstances in a bespoke programme. There is no ‘one size fits all’ vanilla approach to working together so you have a unique opportunity to get exactly what you need from a coaching and mentoring perspective when it comes to your financial knowledge and confidence.

Financial Coach | Award Winning | TEDx Public Speaker | Featured in The Independent ‘Women in Finance’ | Women’s Section Writer for ‘Mortgage Introducer’ magazine | Regular contributor to BBC Radio |


Book in a call and see if there is a good fit...

Real advice delivering real results for women like you...

I was looking for some advice on how to manage finances in my specific situation - doing ok, but wanting to plan for the future, and also looking to go freelance from a full time job and wanting advice on whether this was feasible and how it might affect things like remortgaging.

My sister-in-law recommended Rebecca as a financial advisor and I signed up for financial coaching sessions. From the first session, I felt like I had a much better handle on my situation. It gave me the confidence that my career plan wasn't reckless or out of reach, and what I needed to consider and plan for. Rebecca talked through everything and discussed my specific concerns and situation, and also told me how to start actually assessing income vs spending and the tools I could use. I had further sessions where we looked at what I had found about my spending and priorities/requirements, and how to handle things moving forward, including as I left my job and started up as a freelancer. Rebecca was knowledgeable, but always very flexible and realistic, emphasising that it was important to consider my priorities and how I approach things, rather than offering generic advice that didn't really fit with my situation or wouldn't be sustainable. She was also very accessible between sessions if I needed to clarify anything.

Initially I felt like I 'ought' to be better at just doing this myself, but it wasn't happening and I was a bit lost at how to plan ahead. It was really helpful to be able to go through everything in detail with Rebecca and think about how to move forward and set up good new habits. Getting practical advice on going freelance was also invaluable, and gave me the confidence to take the plunge while still being financially sensible. Thank you!

Eloise Aston

Business Owner


"Rebecca is simply the best. Proficient, knowledgeable with tailor made solutions to your personal needs, caring and responsive. An excellent financial advisor and coach."

Christina Habib


"Highly professional and great service. Great to have access to professional, independent financial advice from a female advisor. I would highly recommend Rebecca Robertson to anyone wanting financial advice on investments, pensions and mortgages."

Nicola Heulin


"Rebecca Robertson has helped me when I didn’t think I could get any help
Very professional and personable, I would thoroughly recommend."

Tracey C