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One-to-One Coaching with Neil Parker

No matter where you are in your financial planning career or business journey, there will always be new challenges to face, slowing you down and costing you time and money. 


One-to-one coaching can help get you from where you are now to where you want to be by tapping into the knowledge and experience of someone who’s already been there and done what you’re trying to do. 

What areas of my business can I get help with?

Through our PlanHappy One-to-One Coaching, we can give you help and guidance on how to:  

  • Market your service and generating more enquiries. 
  • Deliver a great initial consultation and getting clients engaged. 
  • Deal with fee conversations and objections. 
  • Offer a more human, financial planning-led service. 
  • Build, recruit and manage a team. 
  • Design and implement processes in your business. 

We can also give you tried-and-tested advice on how to get more clients, more fees, more Funds under Advice, and ultimately a better bottom line. 

Why should I invest in one-to-one coaching?

Whatever obstacles or hurdles you’re facing, personal coaching can really help you see things through fresh eyes, and fast forward you to where you want to be. 

Having the experience of someone like Neil Parker, who’s successfully navigated through the challenges you’re facing, can give you the confidence to push on – knowing that you are on the right path with the benefit of experience by your side. 

How do I get started?

One-to-one coaching is provided online via a face-to-face video call.

You can book an initial session with Neil now by clicking on link below. This will take you to a live availability calendar where you can choose a time and date that suits you. 

Each session is £75 + vat and there is no tie-in or minimum commitment. Simply schedule sessions as and when you need them. 

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Next Steps

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