ABOUT WEALTH COACH

Supporting your financial transformation

Wealth Coach is a Financial Coaching practice

Our aim and purpose is to support you to understand and create your own financial freedom - whatever that means to you. We do not offer regulated financial advice.

YOU OWN YOUR OWN POWER

Sara Jane Maxwell profile headshot

Hello! I’m Sara Jane Maxwell

As a financial coach and founder of Wealth Coach, I’ve created this business because I see and have experienced a real need for you to own your own Financial Power and confidence.

Having spent the last 20 years in financial services, I have learned from the best and worst of the industry.

The thing which stands out the most to me is the need for everyone to have access to and an understanding of their finances.

That includes you.

I’ve spent years in businesses which I have felt support only those who already have money, the solutions and services being focused towards these people.

I believe it’s important for us to make a change, shake things up and offer what we do to everyone who wants it - not just those who have in the past traditionally benefited from it.

I have the relevant qualifications to enable me to operate as a Financial Planner, but have chosen the route of Financial Coaching as I feel this will have an impact and longer term benefit for the people I work with.

As a Financial Coach, I support you to make your own money decisions from an empowered place. I do not offer regulated financial advice.

I trained with Simonne Gnessen at Wise Monkey, the UK pioneer of Financial Coaching.

“It has been enlightening to recognise the unconscious negativity bias towards money related matters that had been ingrained in me throughout my life so far.”

— SAMANTHA

“Sara at Wealth Coach helped me identify the changes I needed to make and in what order to do them, so that I could get myself on the right track for long term prosperity”

— HAZEL

Sara by ocean

What wealth means to me

Wealth isn’t just about money.

The money is the basic, the need, the centre, the core.

Your money is the energy to feed the life you want.

The name Wealth Coach tells you that our financial coaching isn’t just about the creation and growth of your money; it’s about you creating a wealthy life and financial freedom, whatever that means to you.

 
 
 
Sara with friends at fancy dress party

My own money story

I’m on a life-long journey with money, just like you. Step by step, we can let go of what holds us back.

Personally, I’ve been a diligent planner and a saver since childhood. (Not a huge shock coming from a qualified financial planner!) Although this served me in many ways, it also meant that I was less willing to take risks with my money.

The truth is, it held me back.

We often need to risk something to live life to the full!

Risk has been my personal money barrier (yours might be different). Taking the leap to run my own business is one of the ways that I’m evolving financially, as I’m committed to living a wealthy life, on my own terms.

 
Sara on bike in San Francisco

What I love about coaching

At Wealth Coach, I get to combine my professional financial knowledge with a deep enthusiasm for supporting people like you on their journey of personal transformation.

I love creating the space for people to tackle their own sticking points and find their empowerment around money. I love working with my clients on practical ways to have financial clarity, find balance, and move forward.

As a lover of art and design, I enjoy making money visual, colourful, clear and real - something you can really see and relate to, fun and vibrant, not daunting or dull.

 

Wealth: “A plentiful supply of a particular desirable thing”

My qualifications

➤ Diploma in Financial Advice (DipFA)

➤ Certificate in Mortgage Advice and Practice (CeMAP)

➤ Financial Coach Practitioner Certificate

➤ Professional Coach Diploma (ACTP)

➤ Professional Coach Certification with the International Coach Federation (ICF PCC)

Scope of work

Wealth Coach is a Financial Coaching practice.

We do not offer regulated financial advice. We will never tell you what to do, instead offering education and empowerment to allow you to understand and make the decisions relating to your money.

Let’s have a chat

If you’re ready to get clear on your money (or teetering on the edge!) simply hit the button below to schedule a call. I’d love to speak with you.