Unlock More Ease and Confidence with Your Money
Join us for a personalised 2:1 coaching session where Lise and James gently guide you through your next steps, helping you feel clearer, calmer and genuinely in control of your financial journey.
Why Choose The Money Conversation’s 2:1 Financial Coaching?
You’ve done the learning. Now you want to apply it with confidence. Our 2:1 coaching sessions give you something no course alone can offer… personalised, thoughtful guidance that fits your exact life, circumstances and goals. Whether you’re navigating concern about future wealth, different priorities with a partner, juggling self-employment income, wondering if you’ve chosen the right investments, or dealing with unique situations like inheritance, lump sums or patchy pensions, this session gives you: - Two expert perspectives in one place - Lise brings clarity, compassion and behavioural insight, while James brings deep technical know-how and an analytical eye. - Support that meets you where you are - no judgement. - A safe space to work through blockers that may still be holding you back. It’s your next step from “I understand this” to “I’m actually doing this… and it feels good.”
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Expert Coaches in Every Session
100%
Satisfaction Guaranteed Return on Investment
1
Clear Roadmap for Your Financial Future
What You Get in Your Power Hour ⚡
In this focused 60-minute session, you’ll receive:
-A tailored conversation with both Lise and James, designed around exactly what you need right now. - Personalised reassurance that your investment choices and approach fit your life. - Clear action steps so you leave knowing exactly what to do next. - Guidance for tricky or emotional decisions - from mismatched partner goals to fee confusion, from choosing accounts to breaking through confidence wobbles. - A plan shaped by your values, comfort level, and long-term dreams, not someone else’s. Think of it as your own private Money Conversation - one that leaves you calmer, stronger and ready to take the next step without overwhelm.
Meet Your Coaches: Lise Thorne and James Dunlop
Lise
Warm, encouraging and deeply human, Lise specialises in helping people feel safe, capable and at ease with money. Her superpower is turning “I feel stuck” into “I know what to do next.”
James
The numbers-lover behind the scenes. James brings technical clarity, structured thinking and a calm, grounded approach. He helps make sense of the financial details so they feel simple and doable. Together, they offer a balance of emotional support and financial expertise - the combination so many of you have asked for.
A Session Tailored for You
No templates. No generic advice. Just a conversation built entirely around your circumstances, whether that includes: - Self-employment income - A partner with different goals or risk levels - Inheritance or lump sums - Pension gaps and confusion -Getting started with your first ISA - Wanting reassurance before you invest - Feeling stuck, anxious or unsure of your next move You bring your real life. We help you make sense of it - with kindness, clarity and a plan that feels achievable. This platinum power hour is designed for those ready to take charge. Flexible timings & personalized guidance ensure you’re set on the right path.
What Our Clients Say
After having attended the group “money investment?” workshop with Adrienne and Lise, and gained so much, I was keen to get more information, insight and guidance on my own individual situation where I felt stuck and challenged in a couple of key areas. Lise and James were kind, patient and supportive, adding to my knowledge and supporting me to make some moves forward along my investment journey. Having started from 0, I am definitely not there yet, but I feel 100% more informed, confident and supported than I did before! Thank you so much.
Helen M.
Client, London
Ready to Take Control of Your Money?
If your gut is whispering “Yes, this would really help me…” then this is your moment. With a new year…and a new tax year on the horizon, now is an ideal time to pause, get organised, and invest in your future self. Your Investment: £550 Format: One private, personalised coaching session Where: Zoom or in person Who it’s for: Graduates of How to Start Investing Without the Overwhelm who want tailored support or help overcoming blockers Spaces are intentionally limited so we can give each person the attention they deserve.