Our Services
Practical financial guidance tailored to your needs and circumstances. Each service is designed to deliver measurable results.
We offer a range of services to meet you where you are in your financial journey. Whether you need help with a specific challenge or want comprehensive support, we have options that fit.
All pricing is transparent—no hidden fees, no surprise charges. Initial consultations include a complete assessment so we can recommend the service that best fits your situation.
Budget Planning Session
A focused 90-minute session where we analyse your income and expenses, identify spending patterns, and create a workable budget framework. You'll leave with a clear picture of your cash flow and a practical plan you can implement immediately.
What's included:
- Pre-session questionnaire and data collection
- 90-minute one-to-one consultation
- Custom budget template based on your income and goals
- Written summary with action steps
- Two weeks of email support for questions
Debt Resolution Strategy
A comprehensive debt analysis and repayment strategy session. We examine all your debts, calculate the true cost of each, and develop a structured payoff plan that balances speed with sustainability.
What's included:
- Complete debt inventory and analysis
- Interest cost calculations and payoff projections
- Custom repayment strategy (avalanche, snowball, or hybrid)
- Negotiation guidance for creditor discussions
- Two-hour strategy session
- 30-day follow-up check-in
Emergency Fund Builder
A targeted programme to help you build financial resilience. We'll assess your essential expenses, determine your target fund size, and create an automated savings system that builds your safety net without requiring constant willpower.
What's included:
- Essential expense analysis
- Tiered savings target calculation
- Automation setup guidance
- Account optimisation recommendations
- 90-minute consultation
- Monthly check-ins for three months
Comprehensive Financial Review
Our most thorough service covering all aspects of your personal finances. We examine your complete financial picture—income, expenses, debts, savings, and goals—to create an integrated plan that addresses your priorities.
What's included:
- Detailed financial questionnaire and document review
- Three-hour comprehensive assessment session
- Custom budget framework
- Debt management strategy (if applicable)
- Savings and investment recommendations
- Written financial action plan
- Three months of ongoing support
- Monthly progress reviews
Investment Fundamentals Workshop
An educational session designed to demystify investing for beginners. We cover the fundamentals of ISAs, pensions, and other investment vehicles without the jargon. You'll understand how to start investing and the principles that guide long-term wealth building.
What's included:
- Two-hour educational workshop
- Overview of UK investment options (ISAs, SIPPs, GIAs)
- Risk assessment and asset allocation basics
- Platform comparison guide
- Reading list and additional resources
- One follow-up Q&A session
Monthly Financial Coaching
Ongoing support for those who want consistent accountability and guidance. Monthly sessions to review progress, troubleshoot challenges, and adjust your financial strategy as life changes. Ideal for maintaining momentum after an initial consultation.
What's included:
- One 45-minute coaching session per month
- Progress tracking and accountability
- Strategy adjustments as needed
- Email support between sessions
- Minimum three-month commitment
Couples Financial Planning
A facilitated session for couples who want to align on financial goals and create a shared money management system. We help navigate the conversations that often get avoided and build a framework both partners can commit to.
What's included:
- Individual pre-session questionnaires
- Two-hour joint consultation
- Combined financial assessment
- Joint and individual account strategy
- Shared goals framework
- Written action plan for both partners
- One follow-up session after 30 days
Which Service Is Right for You?
| Your Situation | Recommended Service |
|---|---|
| Not sure where your money goes each month | Budget Planning Session |
| Carrying debt you want to eliminate faster | Debt Resolution Strategy |
| Living without a financial safety net | Emergency Fund Builder |
| Want a complete financial transformation | Comprehensive Financial Review |
| Ready to start investing but don't know how | Investment Fundamentals Workshop |
| Need ongoing support and accountability | Monthly Financial Coaching |
| Managing money as a couple | Couples Financial Planning |
How It Works
Reach Out
Contact us via email to describe your situation and goals. We'll respond within one business day.
Book Your Session
We'll recommend the most appropriate service and schedule a time that works for you.
Prepare
Complete any pre-session materials we provide. The more information you share, the more value you'll receive.
Take Action
Implement your personalised plan with our guidance and ongoing support.
Why Choose SurreymontePro
No Hidden Agendas
We don't sell financial products or earn commissions. Our only goal is your financial success.
Flexible Scheduling
Sessions available during evenings and weekends to accommodate your schedule.
Proven Results
94% client satisfaction rate and over £12 million in client debt resolved.
Personalised Approach
No generic templates. Every recommendation is tailored to your specific situation.
Service Questions
Yes, all our services are available via video call. Most clients prefer this option for convenience. In-person sessions are available in London for those who prefer face-to-face meetings.
We accept bank transfer and all major credit/debit cards. Payment is typically due before the session. For ongoing coaching packages, we offer monthly billing.
If you're not satisfied with your session, let us know within seven days. We'll either provide an additional session to address your concerns or offer a partial refund. Our goal is your success, and we stand behind our work.
Absolutely. Many clients start with a Comprehensive Financial Review and then continue with Monthly Coaching for ongoing support. We offer package discounts for combined services—ask us for details.
We provide financial education and coaching, not regulated financial advice. We can explain investment concepts and help you understand your options, but we don't recommend specific investment products. For regulated advice, we can refer you to appropriate professionals.
Ready to Get Started?
Reach out to discuss which service fits your needs. There's no obligation—just a conversation about how we might help.
Contact Us