Money management and personal financial coaching from The Wellman Partnership LLP

Money Management and Personal Financial Coaching from

Let’s start by telling you what we don’t do!
We don’t offer a “quick fix” to your problems.
We don’t try to sell you a new replacement loan.
And we certainly won’t tell you that bankruptcy or a voluntary arrangement will solve all your problems overnight, because that just isn’t true.

So, what is it all about and where do we start?
Getting financially fit starts, like getting physically fit, with a proper assessment of where you are now. We will visit you in your home, or somewhere else if you would prefer, and ask you for detailed information about your income and outgoings, your assets and your debts. Just as a physical trainer would ask about your weight, exercise and alcohol and smoking habits – and then check things like your blood pressure and heart rate before recommending anything to you.

Once we have all the information, we will go away and put together a step by step action plan for you to follow, setting out what you should do, when you should do it, and what effect that should have on your finances. We won’t just post it to you and leave you to it though, we will meet with you again to discuss the plan in detail, making sure you are happy with it and that you feel confident it is realistic and something you really can achieve.

From then on it is up to you, and you have 3 options, do it yourself, let us do it for you, or a joint training programme, where we work with you to help you make the plan happen.

Option 1 – do it yourself
If, once you have our assessment report and detailed plan, you have the confidence and time to get on with it yourself, just giving us a telephone call ....... more

Option 2 – letting us do it for you
This is the preferred option of people who are either so worried that they just want someone to sort it all out for them, or are too busy earning money ....... more

Option 3 – working together
Our most popular approach, starting with the personal financial plan, we will work with you over time to help you build your confidence and get back in control ....... more