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We are experts at delivering high quality, tailored financial education in a fun way to help make that learning stick. Providing practical support with tools and tips to take away that can help with planning a more financially secure future.

Better with Money was set up to reduce financial misery and confusion in the UK. We aim to bring money matters to life in an accessible and interesting way, delivered in the workplace to employees helping them think clearly about money so they are less stressed. We help them plan earlier for life’s ups and downs and the knowledge and tools gained from our workshops can reduce financial unhappiness, increasing people’s engagement with life, their career and workplace benefits.

Better with Money has a regional team of trainers with extensive financial experience. We use our expert knowledge combined with a sense of reality and fun to keep people motivated and we take feedback from our face to face and web based courses to ensure we are constantly delivering relevant, useful and high quality content.  

Uniquely in our market, we promise not to sell your staff any other services or products. Our focus is to deliver independent employee education, keeping the emphasis on learning new ways to make positive changes, using real life case studies, takeaway checklists and all delivered in your own workplace.

Sarah Steel

Sarah Steel


Sarah has been helping people to understand financial products and be confident about their finances for over 20 years. An experienced financial professional and coach, Sarah understands the difference between what people want and what typical financial services businesses tell them. The Better With Money workshops are tried and tested to gently push people forward to being in a better financial place without being boring or selling anybody anything!

Why it Works

Building financial knowledge, confidence, clear thinking and resilience in your people means they are happier, more engaged, less stressed and more likely to remain with you.

Most financial information is about a product or a service and doesn’t join up with an individuals life. It ignores their thoughts, reality, pressures and future dreams. Our courses aim to ensure that people bring their thoughts together and we use coaching models and tools to ensure they put them into practice.

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    What people say about us

    We are a charity and have a range of services we offer to our members in order to support them, one part being financial education webinar’s. Better with Money take the time to listen, and really understands our needs they’ve been great in running our webinars, our feedback has been extremely positive, with members finding the information provided very useful.

    Parita Mardania

    It’s a joy to be working with Better with Money –  a fantastic company, committed to doing the very best for its Clients and making it fun along the way, would recommend 100%.

    Kris Barnett

    Jo and her team came into our Contact centres to help our advisors with money matters.  We have seen an increase in Pension contributions and use of our Reward Site due to her sessions with them.  The feedback has been “can we have more”, “the mortgage preparation advice was invaluable”, “I’ve had a rebate from my bank due to the information Better with Money gave us”.  We will be having them back on a regular basis, it’s a life skill that’s valuable to us and shows our employees that we value them.

    Kerry Teagle

    “We have great advisers and excellent benefits, but when you want to engage real people with real saving, it’s less about what we know and more about how we get the message across.”

    Sharon Cairney - UK Pensions & Reward Manager

    Better with Money came in to our school this year to deliver a talk all about personal finance to our Sixth Form students, and it was a real eye-opener for students and staff alike!  A fantastic speaker, who made what could have been a dull topic to 16-18 year olds, informative and extremely engaging throughout the session. We look forward to welcoming them back again next academic year to meet our new Year 12 students!

    Mrs L Goodeve-Docker

    Eye opener of planning for the future and picked up some great tips- Would definitely recommend!


    Better With Money have run sessions with our Bristol teams. It’s received fabulous feedback – people really appreciate being able to help them see the ‘wood through the trees’. It’s a very simple but beneficial thing to be able to help colleagues with – I would highly recommend anyone investing in their staff and talking to Better With Money to see how great they are!

    Holly Devonold

    Our staff really benefited from this course, I saw employees behaviour change, people appreciate our benefits more and I had lots of positive feedback, we aim to run this course for all new starters now

    Katy Forsyth, Director

    If you are looking for the right business to help you becoming financially savvy, look no further.

    Better with Money is the right company to assist you. They can guide you to tailor a solution that works best for you and your future aspirations. They will pass on to you her enthusiasm and her impeccable skills to always have a plan.

    I would recommend Better with Money to anyone looking for a boutique consultancy dedicated to giving more personal and better tailored advice.

    Elizabeth Veilhan