We are looking for 12 MNers to test Hatch’s financial planning service. If selected one of Hatch’s financial coaches will complete a ‘discovery call’, and an ‘initial findings call’ with you. From these calls Hatch will produce a couple of financial plans that are specific to you and your needs. You will then receive a concrete action plan from which you can work through with one of their financial coaches, worth £24 a month (or £36 for couples).
Here’s what Hatch has to say: “We’re on a mission to make financial planning easy and powerful for everyone (not just the well-off). We know parents think a lot about their money and life goals - whether it's property, meeting the costs of children, reducing work, planning for retirement or anything else. We’d like to show you how on track you are for your goals, and what you could do differently to afford them - whether that’s switching, budgeting, saving, investing, pensions, mortgages or protection. You’ll have your own Financial Coach - by telephone, email or web-conference - and access to our easy to use planning software.”
The test will last up to 30 days, and take place in November so please only apply if you are able to take part during this time.
Testers will be required to leave feedback about the service on a thread on a Mumsnet. Everyone who gives their feedback will be entered into a prize draw to win a £300 voucher of their choice (from a list).
NB: The Hatch financial coaching service is best suited for people under 55, UK resident & domiciled, with less than £100k in savings and investments, who are not going through ill-health, divorce or bereavement. For people in other situations, you may require advice from an Independent Financial Adviser (IFA). You can find lots of well-vetted IFAs in your area, with ratings and reviews from their clients, on VouchedFor.co.uk.