1-1 Guidance & Support for Your Money Goals

Empowering you to take control of your finances with the expert guidance of Money Mentor by BlueSphere.

What Is Money Mentor?

Did you know that 20.3 million people in the UK lack confidence in managing their finances?*

Many people seek personalised financial advice, but these services often require large investments.

At BlueSphere, we understand that not everyone has the means to make such investments, but still need guidance and support.

That’s why we created Money Mentor, a service designed for those seeking to improve their financial situation without having to invest large sums. With our one-on-one support, you will receive personalised financial guidance tailored to your unique goals and challenges.

Our team of experienced money mentors will work with you to develop a custom plan that takes into account your specific financial situation. With our help, you will gain the knowledge and confidence needed to make informed decisions and achieve your financial aspirations.

At BlueSphere, we believe that everyone deserves access to financial guidance, regardless of their financial situation. That’s why our service is affordable and accessible, making it an ideal option for those seeking to take their finances to the next level without requiring a large investment amount.

Whether you’re just starting out or looking to make a change, Money Mentor is here to help you reach your financial goals.

*fincap.org.uk

How Does It Work?

Book Your Free Starter Session

This introductory session is an opportunity for you to determine if our service is the right fit for you. Your money mentor will take the time to understand your goals and aspirations, and offer some initial tips. After the session, you can make an informed decision on whether or not you’d like to move forward. All of our sessions can take place via Zoom or phone call.

Sign Up

Once you have had your first free session and decided Money Mentor is for you, we will get you all signed up and ready to go.

Create Personalised Plan

After you have signed up, your money mentor will work with you to further understand your goals and objectives and begin to develop your personalised plan.

Ongoing Support

You and your coach will have a check-in every three months to monitor your progress. You can securely message them as frequently as necessary in the meantime.

What We Can Do

  • Find out exactly how much to save, invest and put into pensions to reach your goals

  • Include your partner’s finances at no extra cost

  • Create a visual, year-by-year forecast all the way to retirement, so you can make bigger financial decisions with more confidence

  • Refer you to our financial advice arm BlueSphere if needed

  • Only work with the information you provide us

  • Chat via Zoom or Phone Call

  • Show you how to make greener choices with your money

What We Won’t Do

  • Recommend a specific investment, pension, mortgage or insurance product (this is advice)

  • Give you financial advice through Money Mentor

  • Arrange and implement any financial products for you (this is advice)

  • Charge you additional fees

  • Create an unrealistic plan

  • Use financial jargon

What’s The Price?

One Payment

No Hidden Fees

1 Year Access

£299
or £25 a month

  • A dedicated UK-based financial coach

  • 1-to-1 sessions with your coach throughout the year

  • Personalised Financial Plan

  • Anytime secure messaging with your coach

FOR EMPLOYERS

Give every employee their own money coach. Engage employees with your company pension like never before and help them plan for their financial futures.