Hatch makes it easy for anyone to plan their finances and achieve their biggest goals.

From creating a financial plan to investing your savings and protecting your family. With Hatch you have the tools, resources and support to make sure you're in the best possible financial position.

STEP 1 - Discovery Call

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Our service starts with a short "Discovery Call" with one of our Financial Coaches, where we will begin to identify:

  • Your main life goals - e.g., buying a property, saving for kids or retiring comfortably
  • Your financial situations - e.g., savings, investments, pensions, income, spend

Don't worry - whatever info you don't have to hand, you can email over afterwards.

 

STEP 2 - 'Initial Findings' Meeting

 
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Using our unique software, your Financial Coach will show you how your savings, investments and pensions are set to grow, and how on track you are for your goals.

They will then show you what impact you could have, by doing things differently. This could include saving more, investing, changing pension contributions, obtaining (or switching) a mortgage, or putting in place life insurance.

This meeting will be either by phone with screen-share, or possibly face-to-face for our workplace clients.

After the meeting, you'll have access to our financial planning software.

If you have particular uncertainties in your life, your coach will show you different financial plans for different scenarios. Examples might be - whether to buy the house or not, go for promotion or switch companies, or start a family now or later. 

 
 

STEP 3 - Taking Action

Your coach will create an Action Plan for you, breaking everything down into simple steps. We'll assist you every step of the way, as follows.

 
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Budgeting

Our action plans often start with identifying spend you can cut back without undue pain.

Your coach will talk you through techniques that will make this as easy as possible. They'll also point out the best budgeting and software and apps in the market today.

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Savings & Investments

We'll help you save as much as you can, and make sure you're putting in accounts that give the best return.

Plus, you'll have easy access to our online investing tool which provides a powerful, yet low cost, way to grow your wealth as much as possible.

Learn more

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Pensions

Many people vastly underestimate how much money they will need in retirement. The earlier you start saving, the better off you'll be.

We'll help you work out how much to contribute to your workplace pension, or help you set up a new pension if you need one. We'll put you in touch with an IFA if you need more complex help.

 
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Mortgages

Whether you're saving to buy your first property, or looking to remortgage - our fee-free mortgage experts will search the whole market to find you the best deal.

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Protection

If something bad were to happen to you, the last thing you want to be worrying about is money.

Our insurance and protection specialists will ensure that you have the right level of cover at lowest possible price, having searched the whole market.

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Wills

A written Will is essential to ensure your loved ones are looked after no matter what. Our Will writing service means that every Hatch client can get a legally valid Will easily and at no extra charge.

STEP 4 - Ongoing Review

 
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It's vital to review your financial plan at least annually, or whenever your life changes.

Have investments and pensions performed as expected? Do you need to reduce investment risk as a large purchase (e.g., house) approaches? If you buy that car - how many more years until you can retire (you'd be surprised!)? Are you thinking about switching job? Stopping work? Having a child? Has something bad happened? The list goes on....and life changes usually occur more often than you'd expect. 

You'll have ongoing access to our software, and access to your Financial Coach whenever you need. Your coach will encourage you to review your plan with them at least annually.

 
 

Our Coaches Are Here to Help

We’re big believers in the power of technology, but sometimes you just can’t beat the human touch! No matter what stage you're at, our coaches are a phone call away.

Don't take our word for it! Here's what our clients have had to say about us:

 
Hatch Financial Planning profile