Where your Money
meets your Wellbeing.
Understand what’s happening, talk it through privately and take practical steps toward feeling more in control.
by designSecure
and trustedHuman support
when you need it most
Money pressure has a way of spreading.
A difficult month can turn into poor sleep. Poor sleep can make everything feel harder. Stress can affect relationships, motivation and the choices you make with money. Then those choices can create even more pressure.
You don’t need to fix your whole life at once. You just need somewhere to start.
- Financial stress
You feel overwhelmed and unsure of your next move.
- Not-so-confident decisions
You make quick fixes that don’t lead to real confidence.
- More stress later
The tools don’t build momentum, so the pressure builds again.
- Small wins
Simple actions create progress and build momentum in your life.
The four pillars
Your Money sits inside your life. Not outside it.
See it clearly.
Bring your financial world together and get a clearer picture of what’s happening without building another spreadsheet.
Understand where your money goes, what needs attention and what can wait.
Talk it through.
Money gets noisy when you carry every question in your head.
Work through the worry, sort your priorities and decide what matters next - privately and without judgment.
Meet Alex
Start with the question you’ve been putting off.
No appointment. No lecture. No need to know exactly what’s wrong before you begin.
Talk money through with Alex when the worry hits, when a bill lands, when something doesn’t add up or when you simply want to know what to do next.
Alex can help you:
- Make sense of what’s happening
- Sort competing priorities
- Understand your options
- Turn a big problem into smaller next steps
- Build practical money habits
- Keep moving when life changes
Sometimes the most useful change looks surprisingly simple - knowing what money covers bills, what you can safely spend and what you want to build for later.
The goal doesn’t involve becoming perfect with money. The goal involves making the next decision easier.
How it works
Less admin. More clarity.
Connect and Reflect
Share your financial picture, goals and what’s been on your mind.
Talk it through
Chat with Alex and work out where to go next.
Get a Plan
Turn what you learn into practical actions you can actually manage.
Track Progress
Small steps. Big impact. Track your progress and grow.
Stay on Track
Talk to Alex, get support and stay on track to your future goals.
Privacy and trust
Your financial life stays yours.
Money feels personal because it is personal. You control access to your connected information. Read-only Open Banking lets you share financial data without handing over your banking login details.
Your information should help you understand your position - not turn you into a sales lead.
Private by default
Keep your financial information away from employers, clubs and other organisations that may give you access.
No product sales
Get financial wellbeing support without someone steering you toward a loan, card or investment product.
You stay in control
Choose what you connect and when you want to stop.
Real people when it matters
Move beyond digital support when something needs specialist human care.
You don’t need to prove you’re struggling before you ask for help.
You might want to sort out a messy month. You might have carried something for years. You might not even know what question to ask yet. Start with what’s in front of you. No labels. No judgment.
How we show up
The CLEAR values.
Compassion
We respond with genuine warmth and understanding - especially in times of financial stress.
Listening
We’re present, attentive, and fully engaged to truly hear each individual’s story.
Empathy
We walk alongside people, recognising their feelings and experiences as our own.
Acceptance
We create a safe space - no judgment, just respect for where someone is right now.
Real
We stay authentic and transparent, keeping our tone grounded and trustworthy.
Care Portal
When life needs more than an app can hold.
Some problems need a person. Money pressure can connect with mental health, gambling, relationships, housing, family stress or other challenges.
When you want more support, the Care Portal helps you find trusted people who can take the conversation further.
You decide if you want help. You choose who you contact. You choose what happens next.
For organisations
Support your people. Show the difference it makes.
Government
Support participants well and see where the investment made a difference.
Trusted support goes further with the right people behind it.
Start where you are.
You don’t need a perfect budget. You don’t need all the answers. You don’t need to wait until things get worse.
