"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, December 2019