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You make great financial decisions by being curious.


The Wealth Coach is a financial wellness company that helps you maintain a balance between an easy life and good character.

In a world focused on convenience, the desire for an easy life is natural. However, the saying “You cannot wish for both strong character and an easy life. The price of each is the other” highlights that true rewards stem from challenges that build character.

The Wealth Management business model is focused on managing as much of your money as possible. They promote an easy life, where everything can be done for you. 

By contrast financial wellness and wellbeing need active participation. 

In essence, character and an easy life are intertwined, and embracing this balance can lead to a meaningful and fulfilling existence that allows us to navigate life with wisdom.

It is the right symbiosis; we call it Step Genesis.

Welcome to The Wealth Coach.

Susan's Story

Living life as a widow

Would you like to talk now?

UK +44 (0)333 939 8263

2 Claremont Bank, Shrewsbury, SY1 1RW

The Wealth Coach is a trading name of Murray Round Wealth Management Limited
authorised and regulated by The Financial Conduct Authority

The Wealth Coach
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