Match made in heaven: The financial coach/adviser relationship

Why they should work together

Sophie King
clock • 4 min read

Sophie King delves into the world of financial coaching ahead of the Initiative for Financial Wellbeing conference. Here she explores how financial coaching and financial advice interact and the benefits of referrals

Wise Monkey Financial Coaching founder Simonne Gnessen tells Professional Adviser that financial coaches and financial advisers working together would be a "match made in heaven". Gnessen explains the benefits of advisers working with coaches, and the effect the two can have on the client by working together. "What we can do as coaches is get people prepared for financial advice. We can empower and educate them so at the point when they're ready for investment advice, we can refer them to an adviser. "We've got clients that need help that we [coaches] can't help, and they might have c...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read
Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Feel Good Friday: PA Awards attendees raise £15,000 for Go Beyond

Best amount ever raised

Professional Adviser
clock 20 March 2026 • 1 min read