It’s Your LIFE

It’s Your MONEY

Take CONTROL

Your Plan

One-to-one comprehensive financial planning

My bespoke one-to-one coaching and financial planning service will help educate, inform and motivate you to take control of your money.

I will help explain these types of questions and many more:

Mark Underdown

Financial Coach, Small Acorn Money

Is my money mapped to my life?

What does your financial position look like today?

Are my family's finances secure?

What aspect of your finances are you managing well and which parts do you need to improve?

What should I avoid?

When can I afford to retire?

How much income will I need in retirement and how long will it need to last?

What do some of the financial terms mean and what things should I look out for?

How long will the money I've saved last for?

Where would you like to be in 5 years, or 10 years time?

What type of investment assets should I consider?

Are my finances working for me, rather than against me?

What aspect of your finances are you managing well and which parts do you need to learn how to improve?

How the service works

Your personal financial coaching service will empower you to take control of your money, help you understand your current financial position, and help you to achieve your life goals. My comprehensive and engaging process is broken down into the following stages

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What Do You Really Want

I will firstly provide an online video calling interview, where I will get to know you and the life you would like, establishing some clear goals for you, your family and your finances.

Gather and Analyse Your Finances

The second stage is where I gather your financial data, then analyse and assess it to understand what you have and why you have it.

Explanation and Ideas

The next stage is helping you understand your existing position, outline any potential pitfalls in your current finances and outline a plan to help you move towards your future goals.

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Digital Financial Planning Brochure

Finally, I will summarise our discussions and my ideas into an engaging personal brochure which will help bring to life your existing financial position and bring clarity to your money.

Important Disclaimer

This bespoke, engaging and personal coaching service is NOT Regulated financial advice where somebody looks at your financial products and recommends (sells) you another one. I am therefore not regulated by the UK Financial Conduct Authority and will not provide specific product recommendations to you. Whilst I am financially qualified to a standard exceeding the minimum requirement of the FCA to provide regulated financial advice, I am not interested in this approach and believe financial planning to be more beneficial to you than the selection of financial products. My aim with Small Acorn Money is to teach you how to take control of your own money, not to sell you financial products.

You're in Safe Hands

Service standard commitments
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Transparency

I offer an upfront and transparent pricing structure, not obscure and hidden percentage based fees.

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Clear Communication

I explain things in clear english. If at any stage there is something you don’t understand, please say so and I will clarify the point or term before moving forward.

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Secure Data

I will handle your data with care and ensure your data is uploaded, stored and managed securely in the cloud.

Online Only

I quite like trees. Small Acorn Money operates entirely in the cloud and the digital world.

Honesty

I will always act in your own interests. Being free from selling financial products means I have no ulterior motive other than to provide financial planning for your benefit.

Financial Wisdom

I will use my financial knowledge and analysis to help improve your financial decisions and prosperity.

Encouragement

Making good long-term decisions for your wealth isn’t always easy and I will provide encouragement when the right path is sometimes the harder one to follow.

Comprehensive Planning

Mapping your money to your life takes time. There shouldn’t be any shortcuts when creating your financial plan. Your life and wealth is too important for anything less.

High Quality. Low Cost. Great Value

Don't Delay

Click below to take control of your money, life and future.

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