Become a Financial Coach

Financial coaching is one of the most rewarding and flexible ways to further your career, helping people achieve financial peace of mind.

Next intake: June 2019

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What is a Financial Coach?

Financial Coaches help people explore their life goals, and show them how affordable they could be if they managed their money more effectively. With our training behind them, coaches make financial topics engaging, simple and exciting.

Whether it be budgeting, savings, investments, pensions, mortgages or life insurance, coaches help and empower people to tackle their personal finances in the same way a personal trainer encourages their clients to hit their physical goals.

Equipped with your knowledge and direction, your clients will choose their own financial products with confidence. Coaches don’t recommend products nor rely on hidden commissions. Coaches simply get paid for their time, strongly aligning coach and client interests.

Like all forms of coaching, financial coaching is not a regulated activity. However, it’s vital financial coaching is conducted professionally and to the highest standard, which Hatch is here to help with.

Why become a Financial Coach?


Work flexibly & locally

We’ll help you build a coaching practice in your area, with no upfront expenses.

Be your own boss

You’ll be running your own practice, with your own goals, and your own hours

Build on current skills

Financial Coaching draws on many skills, you will be putting your talents to the test while learning a thing or two along the way

Improve lives

You’ll be helping people turn their life goals into a financial reality.

Forge a new career

Financial Coaching can be a path to becoming a Financial Adviser

Earn well

Junior coaches can earn up to £100 per hour

About Hatch

Hatch was born out of necessity. The UK currently has a large “financial advice gap”, with a recent Financial Advice Market Review report suggesting that over 18 million people are in need of financial advice.

Traditional sources of financial advice can often be expensive, so Hatch has pioneered the concept of Financial Coaching to solve that problem.

Since launching in 2017, Hatch has become the UK’s first national Financial Coaching organisation. Since then we’ve been refining our techniques, building the right technology, and gaining key industry endorsements. All while helping thousands of people plan for their financial future.

You can read about our progress throughout the website, from winning the Money Age award for ‘Innovation in Consumer Finance’ to being chosen as the Financial Coaches for companies like Money Supermarket and MoneySavingExpert.

How will Hatch help you build a coaching business?


Practice Management

We’ll provide all the software, tools, and assistance you need to run a successful practice in your community

Training & Development

You’ll complete our comprehensive training and development programme before starting out, and we’ll provide all the supervision and assistance you need.

Accreditation & Recognition

Once you’re qualified as a Hatch-accredited Financial Coach you will be featured on, the UK’s leading ratings site for financial and legal professionals (and Hatch’s sister service).

Financial Planning Technology

You’ll have access to Hatch’s technology, allowing you to produce comprehensive financial plans for your clients

Professional Connections

Through VouchedFor, we’ll help you build connections with Financial Advisers, Solicitors and Accountants in your area to help build your referral network

Coaching in workplaces

Hatch is changing the way employers' think about their employees financial wellbeing. You will have the opportunity to meet local workplaces and help their employees plan for a more secure financial future.

About you…

We’ve identified five capabilities that help make a successful Financial Coach. During the application process, we will assess you against these criteria, to ensure that Financial Coaching is the right career move for you.

  1. A desire to help people. This will be your primary motivation, and you will have a demonstrable track record e.g, volunteer work etc…

  2. Empathy. You will be experienced in the arts of open questioning and active listening, naturally understanding people’s hopes and fears.

  3. Communication. You have the ability to communicate and work with people from all backgrounds with confidence and enthusiasm.

  4. Analytical skills. You don’t need to be a mathematical whizz or a financial guru, but you will need to be numerate and think analytically.

  5. Reliability. You’ll understand the importance of delivering on commitments, and be used to juggling competing priorities.

More than anything though, you’ll be friendly, outgoing and personable, with a true passion for bettering the lives of others.