Cathy Boddy
Serenity Lifestyle Planning Ltd
0118 443 0388
Based in Wokingham
View locationVerified since: April, 2024
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.
5 out of 5
Checks carried out by VouchedFor
Not Regulated by the FCA
Cathy does not perform an FCA-regulated role, and Cathy is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Cathy does not perform an FCA-regulated role, and Cathy is not accredited or monitored by an FCA-authorised firm
2
Recent Client Reviews
Cathy has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Cathy has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 10 January 2022
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.
3
Qualifications Uploaded
Cathy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Cathy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Cathy has provided information on their typical fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Trained by Wise Monkey
Date passed: 22 October 2018
Checks carried out by VouchedFor
Not Regulated by the FCA
Cathy does not perform an FCA-regulated role, and Cathy is not accredited or monitored by an FCA-authorised firm
Last checked: N/A
Cathy does not perform an FCA-regulated role, and Cathy is not accredited or monitored by an FCA-authorised firm
2
Recent Client Reviews
Cathy has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Cathy has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 10 January 2022
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.
3
Qualifications Uploaded
Cathy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Cathy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Cathy has provided information on their typical fees
Cathy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Trained by Wise Monkey
Date passed: 22 October 2018
It's not how much money you earn that makes you wealthy, it's what you do with it. We put so much time and effort into our careers but if we don't put the money we earn to work for us then we end up working on past the time when we could be Financially Free and enjoying life. After many years working in Financial Services (eight of which as a Financial Adviser) and having practiced what I preached, I achieved Financial Freedom at age 55. I now offer Financial Planning and Financial Coaching, at a fraction of the cost of Financial Advice, to help others do the same. There are so many great apps and platforms now available for getting your money working for you but it can be hard to know where to start, which is where I come in. I can help you to clarify what you want to achieve, to understand the various options and to choose which will suit you. I can help you to take that all important first step and support you as you make progress towards the life you want. With my Financial background I can help you to understand how money works and what your options are and my experience as a Counsellor can help if we need to work on dissolving any mental blocks that may be getting in your way. Helping you to develop a healthy relationship with your money. So, what do you have to lose? Drop me a line saying what you would like help with. Ask any questions you need to or just book 15 minutes in my diary for a chat. I make no charge for this as I think it's good for us to get to know each other a little before deciding if we want to work together. www.myfinancialcoach.co.uk - cathy@myfinancialcoach.co.uk - 07543 045 247 Book a FREE 15 minute exploratory chat: https://calendly.com/myfincoach/15min
Offers available through VouchedFor
Contact Cathy through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
About Cathy's clients
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Adviser Disclaimer
I can provide you with Financial Guidance to empower you to make your own financial decisions because you don't need to pay lots of money for some bloke in a suit to tell you what to do - you've got this! Nothing in any of our interactions in any form should be construed as Financial Advice. I will never tell you to take out any financial product nor cancel or vary any you already have. Serenity Lifestyle Planning Ltd trading as My Financial Coach does not accept liability for the consequences of any of your actions after using our services. My aim is to inform and empower you as you take control of your own life and finances, you don't need anyone to tell you what to do, you make your own choices.