Financial Coaching with Alex King

Tailored Financial Coaching To achieve your goals.

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Alex King. founder of Generation Money

I'm Alex King.

I’m passionate about helping people to take control of their finances. Whether that means helping you to budget and save better, optimise your taxes or structure your investments in the lowest cost and most tax-efficient way, I can help you. Or, if you simply don’t know where to begin with investing, book a call and I’ll take you through how to get started.

With 18 years of finance and investing experience I’ve founded multiple businesses, worked in professional finance in Canary Wharf and I’m a Chartered Accountant. Let me help you to achieve financial success and hit your wealth goals.

My experience includes

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With My Coaching you will

Grow your finance knowledge and have confidence in your financial goals

QUALIFIED PROFESSIONAL

I'm a Chartered Accountant (ACA) with 8 year’s post qualified experience (PQE) which means I'm qualified to give general investment and tax guidance. You can find me on the ICAEW's register. I also have a degree from the London School of Economics.

A FINANCE PRO

I spent a decade working in Banking in Canary Wharf, most recently as a Vice President at Barclays, where I was responsible for managing the financial performance of a business with £250m in annual revenue and £20bn in assets. I’m also the founder of this site - Generation Money - where I've written hundreds of articles on investing, tax and pensions.

EXTENSIVE EXPERIENCE

I first started FX trading at the age of 18 and now have 17 years experience of trading and investing. Learn from someone who’s managed their own finances successfully in a tax-efficient and consistent way for almost two decades. I can also tell you why day trading is a waste of time and outline my preferred trading method of long/short portfolio management.

Coaching options

Choose the coaching option for you

1:1 coaching Session

1:1 Financial coaching with Alex

*Currently paused for new clients*.

1:1 Financial coaching with Alex

*Currently paused for new clients*.
PAUSED

Portfolio Review

portfolio review

After an initial call I will carry out a full review of your existing savings and investments. You will receive a written report where I will outline possible strategies to optimise your tax situation, increase your returns, reduce your costs and explain alternative investments and savings products you may want to consider.

portfolio review with alex

Free 15 minutes call followed by written portfolio review - £125
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PORTFOLIO REVIEW

How does it work?

Who is a portfolio review for?

Client successes

What people are saying

Coaching FAQs

Financial coaching is a way of improving your knowledge and understanding of various options available to you without receiving specific advice. It can also be an ongoing source of support in helping you achieve your financial and wealth goals.

Financial coaching can be ongoing, one-off or for a specific purpose such as a portfolio review.

Working with a Financial Coach is an educational and support based service designed to empower you to take control of your finances and to achieve your goals. You will improve your knowledge of savings, investments and tax options. You will also learn how to make financial plans and how to stick to your goals. Read more in our article that covers what a financial coach is.

A Financial Advisor, on the other hand, will give you specific investment advice. This may mean they buy investments on your behalf or manage your investments for you. Financial advice tends to be much more expensive than financial coaching.

No, coaching sessions are educational rather than advisory. During a coaching session or portfolio review you may have various investment, savings and financial options and products explained to you but it will be your decision to go ahead with them, or not.

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A portfolio review starts with a free 15 minute discovery call where I will get to know you, your finances and your goals. I will also explain to you how I will carry out your portfolio review, including any potential cost savings, tax efficiencies or other optimisations. We can cover your savings, investments and any financial plan you want me to review.

You will get 3 working days of WhatsApp support with Alex after a portfolio review. You will also get access to a private WhatsApp group to discuss all things investing and finance. Other members of the Generation Money Team are also active in this group.

1:1 coaching Session

1:1 Financial coaching with Alex

*Currently paused for new clients*.

1:1 Financial coaching with Alex

*Currently paused for new clients*.
PAUSED

Portfolio Review

portfolio review

After an initial call I will carry out a full review of your existing savings and investments. You will receive a written report where I will outline possible strategies to optimise your tax situation, increase your returns, reduce your costs and explain alternative investments and savings products you may want to consider.

portfolio review with alex

Free 15 minutes call followed by written portfolio review - £125
View Details