Financial Coaching

Here to help you make the most of your money.

What is a Financial Coach?

Our Financial Coaches are a dedicated team of experts. They’re here to help you, our Lloyds Premier customers, make the most of your financial situation. They’ll look at your priorities, help you map out your goals, and answer all your money questions, big or small.

How could it help you?

If you can see the future you want, our Financial Coaches can help you achieve it. And if you can't, they can open your eyes to the possibilities. They'll discuss the goals you're most passionate about, or help you discover them. Whether you've had a recent life change, got something exciting ahead or want to revisit a plan, a Financial Coach will guide you.

You can book an appointment in the app. Simply scan the QR code to get started. 

Appointments are free and unlimited.

What's a Financial Coach?

Our Financial Coaches are a dedicated team of experts, here to help you make the most of your financial situation. They’ll look at your priorities, help you map out your goals, and answer all your money questions, big or small.

How could it help you?

If you can see the future you want, our Financial Coaches can help you achieve it. And if you can't, they can open your eyes to the possibilities. They'll discuss the goals you're most passionate about, or help you discover them. Whether you've had a recent life change, got something exciting ahead or want to revisit a plan, a Financial Coach will guide you.

Appointments are free and unlimited.

Call us to book an appointment

What's an appointment like?

You’ll have a one-to-one video or phone call with a Financial Coach. They’re by your side to talk about what really matters to you. Chat about your goals. Ask questions. And get answers to things like:

  • How to protect your family and your things.
  • Saving effectively.
  • Getting on the property ladder.
  • What to do if your circumstances change.
  • How to get the best from the accounts and products you've already got.

Nothings off the table. What would you like to achieve with your money?

What's an appointment like?

You’ll have a one-to-one video or phone call with a Financial Coach. They’re by your side to talk about what really matters to you. Chat about your goals. Ask questions. And get answers to things like:

  • How to protect your family and your things.
  • Saving effectively.
  • Getting on the property ladder.
  • What to do if your circumstances change.
  • How to get the best from the accounts and products you've already got.

Nothings off the table. What would you like to achieve with your money?

Make it happen

Book your slot

Book in the app or call us on 0345 878 0036 to get things started.

Talk it through

Chat to us about your priorities, and we'll help bring them into focus.

Back for more

If you want to talk more about your goal or circumstances change, come back to chat anytime.

 

Get inspired

If you know what you want to talk about during your chat, that's a brilliant start. If you don't, that's fine too. Check the links below for inspiration.

Managing your money

Tying the knot

If you've lost someone close

Approaching retirement

Money worries