Dalton Steiner
Dalton Steiner
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Financial Coaching

Have a challenging financial question to resolve? Speak with a real-life financial coach who can help you better understand your situation and provide the clarity you need to move forward with confidence.

Benefits of Financial Coaching

Financial coaching can help you take the first steps toward improving your financial wellbeing. We offer a complimentary, no-obligation 15-minute call with a qualified professional to discuss your needs.

Direct support

You'll speak to one of our financial coaches who can answer your money-related questions. You'll be able to think more clearly about your options and get the help you need to make the right decisions.

You’re in control

You can choose exactly what you want to talk about. Whatever your circumstances, a personal coaching session can give you the answers you need to start thinking clearly about your financial future.

Qualified experts at hand

Perhaps you want to start investing but feel overwhelmed with all the options on offer. Maybe you’ve retired and want to make the most of your savings and investments. You can really increase your financial confidence when you have a qualified expert on your side.

Free initial consultation

Not sure that Financial Coaching is right for you? We offer a free, no commitment, 15-minute call to discuss your needs. You can delve deeper into a subject that’s relevant to you through a one-hour coaching session.

Why Financial Coaching services could be ideal for you

Speaking to a financial coach could give you the answers to the questions that can get you thinking clearly about your financial future.

You want to find out more about investing

Find out more about how to start investing and form good financial habits.

You want to gain confidence in your finances

Find out how to get on top of your day-to-day finances. Gaining confidence to tackle difficult decisions rather than putting them off can improve your future situation.

You want to maximise tax efficiency

Learn about the accounts that can help you meet your financial goals faster by reducing the amount of tax you pay on your returns.

You want a more secure retirement

Wherever you are in your retirement journey, your coach can direct you to the right resources and explain how to make the right financial decisions and work towards the lifestyle you want.

Latest Insights

Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.

Request a call back

Contact us today to discuss how Dalton Steiner can help you.

+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)

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Frequently asked questions

Financial coach vs financial adviser – what’s the difference?

A financial coach can answer any questions you might have to help you understand your financial situation better – however, you’ll need to make your own decisions. On the other hand, a financial adviser will listen to understand your needs and wants, and then recommend solutions to help achieve them.

What does a financial coach do at Dalton Steiner?

Our financial coaches have a deep passion for helping clients better understand their financial situation – empowering them to save and invest with confidence. They spend their time listening to clients, answering questions and providing practical guidance on the next best steps.

Is financial coaching regulated in the UK?

Unlike financial advisers, a financial coach doesn’t have to be registered with the UK regulator – the Financial Conduct Authority (FCA) – as they aren’t allowed to provide specific financial advice. However, many financial coaches are qualified financial advisers.