Bindu Santhosh
Octopus Money
Unavailable for contact through VouchedFor
Based in High-Holborn
View locationVerified since: May, 2022
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
4.9 out of 5
Checks carried out by VouchedFor
Accredited and monitored by an FCA-authorised firm
Bindu does not perform an FCA-regulated role, but Bindu is accredited and monitored by an FCA-authorised firm
Last checked: 29 March 2025
Bindu does not perform an FCA-regulated role, but Bindu is accredited and monitored by an FCA-authorised firm
Recent Client Reviews
Bindu has not received any client reviews in the past 12 months
Bindu has not received any reviews in the last 12 months
Bindu has not received any client reviews in the past 12 months
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 29 December 2021
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Bindu has not yet added their qualifications to their profile
Qualifications not yet added
Bindu has not yet added their qualifications to their profile
Transparent Fees
Bindu has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bindu has provided information on their typical fees
Bindu has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Accredited / Trained by
Information not yet provided
26
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bindu (based on 26 first impressions)
100% of users who are not yet clients had a positive first experience with Bindu
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bindu (based on 26 first impressions)
Checks carried out by VouchedFor
Accredited and monitored by an FCA-authorised firm
Bindu does not perform an FCA-regulated role, but Bindu is accredited and monitored by an FCA-authorised firm
Last checked: 29 March 2025
Bindu does not perform an FCA-regulated role, but Bindu is accredited and monitored by an FCA-authorised firm
Recent Client Reviews
Bindu has not received any client reviews in the past 12 months
Bindu has not received any reviews in the last 12 months
Bindu has not received any client reviews in the past 12 months
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 29 December 2021
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Bindu has not yet added their qualifications to their profile
Qualifications not yet added
Bindu has not yet added their qualifications to their profile
Transparent Fees
Bindu has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Bindu has provided information on their typical fees
Bindu has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Accredited / Trained by
Information not yet provided
26
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bindu (based on 26 first impressions)
100% of users who are not yet clients had a positive first experience with Bindu
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Bindu (based on 26 first impressions)
I have over eight years experience in the financial industry and over fifteen years experience helping business clients clarify their needs, then translating these needs into project deliverables to meet business goals. This involves one-to-one discussions with the client to plan change in a way that is practical and financially rewarding to the business. As a financial coach I focus on ascertaining personal financial goals. The most popular goals are first property purchase, budgeting and comfortable retirement! Through one-to-one discussion I will ensure these are achievable by designing a personalised financial plan. I will organise regular catch-ups throughout the year to assure if the goals plus financial plan remain relevant to the client. In addition to building a personal relationship where I will listen and provide tailored financial expertise, I also help my clients visualise if they are on track for their goals. If not on track, I share the options available to optimise outcomes. My clients are at different life stages with varying levels of financial knowledge, some none, some knowledgeable yet seeking reassurance. I guide on savings, be that for purchasing a home, pensions or any other goal. I assist on when to invest, how to budget better and financially protect loved ones. I am a wife and mother; in my spare time I enjoy spending time with family. As well as budgeting through career breaks whilst raising a young family, I take pleasure in achieving bucket list goals such as the family visit to Disney World! I also volunteer as a governor at a local primary school and continue to study towards my CII Level 4 Diploma in Financial Planning.
About Bindu's clients
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