Financial coaching appointment booking

 

Here to help you make the most of your money, in partnership with Lloyds Banking Group

Book your free appointment and talk to an experienced coach about your financial priorities.

  • Free coaching sessions can last up to 60 minutes
  • Using Microsoft Teams - times and locations to suit you.
  • Turn your camera on or off as you choose.

What we might need:

  • your personal details
  • financial information on accounts and investments
  • a sense of what you want from your money.

 

Get started

Step 1 of 3: Confirm your personal details

Your personal details

 

To find the right coach for you.
Select your address
Enter address manually

Address:

##add1##

##add2##

##add3##

##add4##

##postcode##

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Search for address

 

 

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Step 2 of 3: Your accounts you may hold

 

 

Select all that apply
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Step 3 of 3: Your preferred booking time

 

 

Select day
Select time
Select time
Select at least one
Next Back

Check your details

When you’re happy your details below are correct, click Submit to send the details to us.


Check your personal details
 

Name of employer:                                ##name_of_employer##    

Name:                                                     ##title## ##firstname## ##lastname##

Address 1:                                              ##address1##        

Address 2:                                              ##address2##

Address 3:                                              ##address3##

Address 4:                                              ##address4##

Postcode:                                                ##postcode##

Email address:                                       ##email##

Home location:                                      ##home_location##

Date of birth:                                         ##day##/##month##/##year##

 

Edit personal details



Check your account details

Existing accounts:                                ##existing_accounts##

 

Edit account details



Check your booking details

 

Preferred day:                                      ##preferred_day##

Preferred time (weekday):                  ##pref_time_weekday##

Preferred time (weekend):                  ##pref_time_weekend##

I would like to discuss:                       ##session_discussion##
 

Edit booking time details

 

 

Submit Back

 
 

Lloyds Banking Group consists of Lloyds Bank, Bank of Scotland and Halifax.

Our Financial Coaches are available from 9am - 7pm Monday to Friday and 9am - 1pm Saturday. 

Calls and online sessions may be monitored and recorded. 

This information is correct as of January 2024.