About SurreymontePro

We started with a simple observation: most people aren't bad with money—they just haven't been taught how to manage it effectively.

Our Story

SurreymontePro was founded in 2018 out of frustration with the financial services industry. Too many people were being sold complex products they didn't need, while lacking the basic knowledge to make sound financial decisions.

Our founder spent fifteen years in corporate finance watching colleagues earn six-figure salaries yet live paycheck to paycheck. They saw firsthand how financial stress affected performance, relationships, and wellbeing—regardless of income level.

The problem wasn't a lack of information. There's more financial content available today than ever before. The problem was a lack of personalised, practical guidance that met people where they actually were.

So we built something different: a service focused on financial fundamentals, delivered with genuine care for each client's unique situation. No product pushing. No judgement. Just clear guidance toward financial stability.

Our Mission

To make financial literacy accessible and actionable for everyone, regardless of their starting point or current financial situation.

Our Vision

A world where financial stress doesn't hold people back from living fulfilling lives. Where understanding money is a skill everyone possesses.

Our Approach

Practical over theoretical. Personalised over generic. We focus on what works for each individual client, not what sounds impressive.

What We Stand For

The principles that guide every interaction with our clients

Honesty Over Comfort

We tell you what you need to hear, not what you want to hear. Sugar-coating financial realities helps no one. Our role is to give you a clear picture of where you stand and what's needed to get where you want to be.

Education First

We don't just hand you a plan—we make sure you understand the reasoning behind every recommendation. When you understand the "why," you're equipped to make good decisions independently, which is ultimately our goal.

No Judgement

Everyone's financial situation is the result of countless decisions, circumstances, and factors beyond their control. We're not here to judge how you got here—we're here to help you move forward.

Long-term Thinking

Quick fixes rarely work with money. We prioritise sustainable changes over dramatic short-term wins. The habits and systems we help you build are designed to serve you for years, not months.

Independence

We don't earn commissions from financial products. We don't have partnerships with banks or investment platforms. Our only incentive is your success, which keeps our advice genuinely aligned with your interests.

Our Team

Experienced professionals dedicated to your financial wellbeing

Eleanor Whitfield

Founder & Lead Consultant

Fifteen years in corporate finance followed by a decade helping individuals take control of their money. Eleanor founded SurreymontePro to bridge the gap between institutional finance knowledge and everyday money management.

Marcus Chen

Senior Financial Educator

Former teacher turned financial coach. Marcus specialises in making complex concepts accessible and building the confidence clients need to take ownership of their financial decisions.

Sophie Brennan

Debt Resolution Specialist

Sophie spent eight years in debt counselling before joining SurreymontePro. She brings both technical expertise and deep empathy to clients navigating challenging financial situations.

Our Journey

2018

Founded

SurreymontePro launches with a focus on one-to-one financial coaching for individuals struggling with debt.

2019

Expanded Services

Added budgeting workshops and savings strategy sessions. Reached 500 clients served.

2021

Team Growth

Expanded from solo practice to a team of three specialists. Launched comprehensive financial planning services.

2023

1,500 Clients Milestone

Reached 1,500 clients served with a 94% satisfaction rate. Introduced investment fundamentals education.

2025

Continued Growth

Surpassed 2,400 clients. Helped resolve over £12 million in debt through structured repayment strategies.

How We Work Differently

No Sales Pressure

We don't sell financial products. Our recommendations are based solely on what will benefit you, not what earns us a commission. This independence is fundamental to the trust our clients place in us.

Real-World Focus

Academic financial theory is interesting but often impractical. We focus on strategies that work in the messiness of real life—where unexpected expenses happen and willpower isn't infinite.

Behaviour Over Numbers

Personal finance is more about behaviour than mathematics. We spend as much time understanding your habits, triggers, and motivations as we do analysing your bank statements.

Ongoing Support

A one-time consultation rarely produces lasting change. Our most successful clients engage with us over months, receiving the accountability and course-corrections needed to build new habits.

Start Your Journey

Whether you're dealing with debt, trying to build savings, or simply want to make smarter financial decisions, we're here to help.

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