Coaching info

Coaching Information Sheet

Eileen Adamson - Financial Coach

Professional Qualifications:

2014       Financial Coach Practitioner Certificate, Wise Monkey Financial Coaching

2014       Certificate in Coaching Practice, Acorn Principle Plus Ltd

2012       Level 3 Teach Me – Money Management, Lloyds TSB – Open College Network

2007       Foundation in Finance Diploma, Pitman Training Centre, Dumfries

1993       Bed (Hons) Physical Education, Moray House College of Education

Coaching Credentials:

2015       Associate member of Association of Coaching

2015       Receiving coaching supervision in line with AC’s requirements

Personal Statement: I am passionate about people, helping them to recognise their strengths and encouraging them to bring out the best in themselves. With over 20 years’ experience in education, I have worked with many young people and enjoy seeing them flourish and achieve goals that they never thought were possible.

I also have a love of finance and business, combining these elements by running my own bookkeeping practice offering support and guidance to local businesses in the areas of finance and business improvement.

Since I discovered coaching, I feel like it must become part of my career portfolio. I love the coaching process and the huge benefits that it can have on the life of a person and it feels natural for me to combine my career experience into this area. My coaching model can be applied in many situations, with my speciality being Financial Coaching and training.

Practical Arrangements: The length of the coaching series depends upon the package each client chooses – I work with clients to discuss which one is best for their needs.

Payment Policy: My financial coach fees vary, depending on the package chosen - further information about the packages I offer can be found on here.  Payment for online packages can be in full before the course commences, or paid in 12 x monthly installments.

Code of Ethics: As an associate member of the Association of Coaching, I abide by the AC Code of Ethics and Good Practice, which can be found at www.associationforcoaching.com

Complaints Procedure: If a client is not completely satisfied with the service I provide, they should make their complaint to the Association of Coaching. The AC complaints form can be found at www.associationforcoaching.com

Professional Liability Insurance:  I have full cover with Oxygen Professional Liability Insurance.

Data Protection: I find it useful to the process to keep some personal information for each client. I will keep these notes and personal details of clients, with the consent of the client and will destroy them a year after the end of the coaching contract.

Confidentiality: I can assure clients of total confidentiality, unless they disclose something to me that is potentially harmful to them or others.

Generic Advice: I will help you to understand and manage your finances more effectively. I will help you to get to know the different products available, such as mortgages, pensions, savings etc, but I will not recommend any of these to you.

A Financial Adviser will be able to advise you about different financial products and will assist you to decide which ones are suitable for you. They will also be regulated by the Financial Conduct Authority (FCA) and have to meet the standards set by them.

I do not give advice or sell financial products, therefore I am not monitored by the Financial Conduct Authority (FCA). If you do require advice or wish to purchase financial products I would recommend that you do consult an authorised independent adviser.Check www.yell.com or www.unbiased.co.uk to find an adviser suited to your needs.

If you need advice on debt then I would recommend that you to speak to a regulated debt counselling service.  Try www.stepchange.org who offer a personalised online debt advice as well as a debt helpline.