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1:1 Coaching Session with David Hole Money Coach
(1 Hour)
Hi, I’m David Hole, a former Independent Financial Adviser with 35 years of experience.
Now, as a Money Coach, I’m here to share my expertise and help you navigate your financial journey.
Whether you have questions about your finances, goals, dreams, or anything in between, I’m here to help.
Book a One Hour 1:1 coaching session with me, and let’s dive deep and focus on your financial issue.
What can you expect from the session?
This is a focused coaching call to discuss any financial issue you may need help with. This includes retirement planning, consolidating historic pensions, reviewing your risk strategy, Inheritance Tax Planning, Long Term Care fees planning etc.
The aim is for you to end the call with a set of clear actions that will help you to resolve your issue.
I'm here to guide and signpost you where applicable to the most cost effective solutions, without selling you products or providing formal financial advice.
An hour with me is time well spent to start the process of getting to grips with your finances and answering any questions you may have.
I work on a fiduciary basis (i.e. for your benefit, and not mine!) - you are paying me to give you guidance that is in your very best interest!
Warren Munson
Entrepreneur, Keynote Speaker, Business Advisor and Author.
I wanted someone to give me some honest answers about my future financial position. But I didn’t want someone to try and sell to me.
David was brilliant.
Hugh Wahla
Ex CEO & Life Purpose Coach
David has helped me to open up a lot of options and provided a different way of thinking about my financial future; enabling important conversations with my wife.
We are now considering several actions, with renewed confidence that we are not jeopardising anything.
Helen Stacey
Aspire Jobs
David helped my husband I look at our finances to assure us that we were on track to retire when we wanted with enough in the pot to do the things we want to do.
It was a good experience as it helped us clarify what we already have in place and small tweaks we could make to help us secure that future.
Frequently Asked Questions
How do I book a session?
If you fill out the for above, you'll be taken to a payment link and my diary to book a time slot convenient for you!
What do I need to bring with me to the session?
Depending on what topic you would like to discuss, I ask that you gather any information that may be relevant so we can make sure you get the best out of our coaching session.
How is a money coach different from a financial advisor?
As a Money Coach, I do not sell products or provide formal financial advice. I guide and signpost you to help you make informed decisions that will be in your best interest.
What if I don't know what I need help with yet?
No worries! A lot of people come to a money coach without a clear idea of where to start. During your session, we can talk through your overall financial picture, identify areas of concern, and set specific goals. I’ll help guide you in figuring out the best path forward.
Is my information kept confidential?
Yes, everything you share with me during our sessions is strictly confidential. I am here to help, not judge, and your financial details are protected at all times.
Can a money coach help with things like credit score or debt?
Absolutely! I can help you understand how your credit score works, give advice on how to improve it, and provide strategies for managing or paying off debt. We’ll work together to create a plan that fits your situation.
How do I change my appointment time?
Please email me on [email protected] and if it's at least 48 hours before your scheduled time, we can amend your session to a time more convenient for you.