Clarity. Confidence. Action.

A Personal Finance Session with Saleem

Cut through the noise. Find clarity. Move forward with confidence.

A confidential, one-to-one conversation. Explore your financial questions and identify practical next steps.

Up to 75 minutes, £125 introductory price

Book Your Personal Finance Session
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Sometimes it's helpful to talk things through

  • Where should I start when there are several financial matters on my mind?

  • What matters most right now when saving, everyday spending and longer-term plans all need attention?

  • How do I make sense of conflicting information about savings, investments and pensions?

  • Am I overlooking something important, or are there questions I haven't thought to ask?

  • Could an experienced perspective be useful, even if I don't have a financial problem?

  • How do I find time to give my finances proper attention alongside work and other responsibilities?

  • How can I turn what I've read and thought about into practical next steps?

Clarity. Confidence. Action.

Dedicated time with Saleem to make sense of your finances, organise your thinking and see where to go next, with your questions and priorities at the centre.

Clarity

Talk through your financial questions and competing priorities with Saleem. Make sense of the information you've gathered and bring greater focus to what matters to you.

Confidence

Explore your thinking with an experienced, knowledgeable sounding board. Ask questions and develop your understanding so you feel better equipped to make your own informed decisions.

Action

Identify manageable next steps together, based on your priorities. A concise written summary helps you keep track of what you've discussed and what you'd like to do next.

Get to know Saleem Shafi

I'm Saleem Shafi, Founder of Money Beam. My professional background spans financial services, financial capability, debt and money support, psychology, organisational leadership and workplace financial wellbeing.

Throughout my career, I've worked with people from a wide range of backgrounds and financial circumstances. One thing I've learned is that having access to information doesn't always make it easier to decide what to do next.

Sometimes what helps is a conversation: space to ask questions, consider a different perspective and give your finances some proper attention. I created these sessions to offer that time, with me, focused on what matters to you.

[Image placeholder: genuine professional photograph of Saleem Shafi. Alt text: Saleem Shafi, Founder of Money Beam.]

Find out more about Saleem

A clearer way forward with your finances

Your questions and priorities shape the conversation, giving you time to organise your thinking, explore your options and identify practical next steps.

"The images below are AI-generated illustrations and do not depict actual client sessions."

Let's put you first

A few optional questions help give your session a focus, without extensive paperwork or detailed financial documents.

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Talk through what matters to you

You have up to 75 minutes with Saleem to explore your questions and gain perspective. The conversation follows your needs, not a fixed curriculum.

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Your next steps

You leave with practical steps you'd like to take, followed by a concise written summary and relevant resources where appropriate. There's no commitment to further sessions.

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Book Your Personal Finance Session

Start with one session

One focused conversation may be all you need. There's no programme to enrol on, no package to purchase and no need to commit to ongoing appointments.

If your questions change, your circumstances evolve or you'd simply value another conversation with Saleem, you're always welcome to return.

Pricing

Find clarity and confidence in your next financial steps

Take dedicated time with Saleem to explore your questions, organise your thinking and decide what to do next. No programme, package or ongoing commitment. A limited number of appointments are available each week.

A Personal Finance Session with Saleem

£125
Introductory price. Full payment at booking.

  • Up to 75 minutes online with Saleem Shafi

  • A confidential conversation focused on your financial questions and priorities

  • Relevant information and resources where appropriate

  • A concise written summary of key points and agreed next steps

  • A short personal check-in, where agreed during your session

  • Financial coaching and guidance, not regulated financial advice

Book Your Personal Finance Session

Frequently Asked Questions

Do I need to be experiencing financial difficulties?

No. You may simply want to understand something better, talk through your priorities or get a fresh perspective. You don't need a financial problem to benefit from a conversation.

What financial subjects can we discuss?

You can discuss everyday finances, spending, saving, borrowing, pensions, investment concepts or changing circumstances. Your questions and priorities guide the conversation, within the boundaries of financial coaching and guidance.

Will you tell me which investments or pensions to choose?

No. You'll receive financial coaching, information and guidance, not regulated financial advice or personal recommendations about specific products. If you need specialist or regulated advice, Saleem can point you towards relevant sources of support.

Do I need to prepare anything?

You'll receive a few optional questions beforehand to help you think about what you'd like to discuss. You don't need to prepare extensive financial documents.

Will one session be enough?

One focused conversation may give you the clarity you need. Your session is designed to be useful in its own right, with practical next steps and a concise written summary. You don't need to commit to further appointments.

Can I book another session in the future?

Yes. You're welcome to return whenever another conversation would be helpful, whether you want to revisit something or discuss new questions or circumstances.

How do I book and pay?

Choose an available appointment through the online booking system. You'll pay in full when you book to confirm your online session with Saleem, lasting up to 75 minutes.

What happens if I need to cancel or rearrange?

You'll be able to review the cancellation and rescheduling terms, including your applicable cancellation rights, before you pay.

How are sessions held?

Coaching sessions are held on Zoom or Microsoft Teams. In person sessions can be held in the Leeds area. The cost for in person sessions at an individual's premises will be different to those advertised on this website. Please enquire via the contact page.

What if I am an employer seeking coaching for my staff?

This page does not apply to organisations booking Financial Coaching for their staff. Please enquire directly.