Rebecca, Bristol

What were the circumstances that caused you to initially look for a financial coach?
Aged 40, I had never taken financial advice or had any guidance from a professional, family member, or friend on investments or financial planning. I wanted help to take a critical view of whether the focus of my investments and financial planning would achieve my aims, or whether I could make changes to give me longer-term benefits. I needed help to do this.

How has Claire Dunn helped you?
Claire asked thought-provoking questions and listened carefully to me, so that we both could better understand my financial goals. Claire’s communication skills are excellent. I quickly trusted Claire, and was able to approach the process with an open mind because I didn’t feel judged.

We reviewed my investments, pension, and protections. Claire’s knowledge was excellent, and she shared it with me which was educational.

Claire gave me the confidence to invest in a stocks and shares ISA for the first time, and to adjust my company pension with a view to getting a better return. (Before speaking to Claire, I didn’t even realise I could make any changes to my company pension.)

I came away feeling as if I had much better control over my finances, and was much more confident to make decisions about finances for myself.

Claire very quickly followed up our meeting with action points to follow through on. These were simple and achievable. Again, this meant that I had better control over my finances, with my investments and financial planning being more conscious.

Have you seen the outcome you were hoping for?
Yes. I’m pleased with the returns on my pension, and stocks and shares ISA. I have peace of mind that my financial planning has been properly considered.

What could they have done better?
Claire was excellent. There isn’t anything I could recommend to improve the service she delivered.