Easy onboarding
Delivery over WhatsApp makes onboarding and ongoing engagement a breeze.
"...very friendly and knowledgeable staff and the quick evaluation of personal circumstances was very efficient and helpful to understand what and where to improve before making [a] serious decision such as applying for a mortgage or similar, thanks very much for your professional support and guide, I would highly recommend this service to anybody. Thanks again!"
Chat with a coach user (anonymous)
October 2023
Your team can call or message our money experts and get guidance on everything from managing day-to-day spending, to clearing debt, to buying property.
100% of employees say coaching sessions make them feel more confident in their finances.
✅ Responses in under 2 hours
✅ Available Monday to Friday, 9am to 6pm
✅ All support confidential
Our educational content sees engagement as high as 76%, helping employees level-up their money management.
✅ Accessible personal finance content, delivered regularly
✅ Personalisation for employees, based on their needs
✅ Completely impartial guidance
Discover valuable insights about what kind of support and benefits would be valuable to your team.
✅ See aggregated data about which topics are popular among staff
✅ Personalisation for employees, based on their needs
✅ Completely impartial guidance
Delivery over WhatsApp makes onboarding and ongoing engagement a breeze.
Only employees can see their own personal financial data. Financial coaching is confidential.
See better engagement in the financial benefits you already offer, like pensions and rewards.
Coaching Excellence & Training Lead
Lead Financial Coach
Head of Financial Coaching
Head of Employee Wellbeing & Financial Coach
Our coaches are an extremely experienced team.
Our coaches have backgrounds in financial planning, financial advisory and wealth management.
Our coaches have completed our training programme.
Our certified coaches have completed our training programme, which has been accredited by an industry-leading body
Finalists in 2022
"The session with a financial coach is amazing, in those 45 minutes, I learnt more than I had in the past five years. I instantly felt compelled to share it with friends. Financial education is something that you sometimes have to seek out and Claro seems dedicated to bridging that gap."
"Really helped up-skill me quite considerably in a very short space of time. Before I was overwhelmed but you made it so digestible! I thought this was such a high quality service and I'm grateful I got to take part in it!"
"My experience with Claro has been fantastic since minute one. The knowledge, resources and help I've received from Claro is invaluable and was explained in such a clear and concise way. Thank you Mike for helping me to plan my first home purchase!"
69% |
say their employer should do more to support their personal finances |
78% |
say their employer is doing either an average or below job of looking after their finances |
76% |
say if their employer offered a financial wellbeing benefit, they’d use it |