Vault – Platform Preview
Vault
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Business advice & money coaching

One plan.
Your business,
your future.

Whether you're scaling a company or planning your own financial future, we work alongside you as a single, dedicated partner — not a transaction.

Grow my business Plan my finances
★★★★★ 4.9/5 from 240+ reviews ✓ Client-first, always independent ✓ Fee-based, no commission

Est. 2026

1:1

Tailored coaching

0

Products sold to you

Plain

English, no jargon

Flex

Sessions around you

Try it yourself

How fast could you build a savings buffer?

A simple running total, no investment assumptions, just what you would actually set aside.

Monthly contribution£500
Time horizon20 years

Total saved

£120,000

A simple running total of contributions, not investment advice or a return projection.

Let's make a real plan →

How it works

Our expertise works best when it's shared with yours.

01

One dedicated coach

A single point of contact who learns your business and your goals, not a rotating call centre.

02

Honest, no-jargon guidance

We're not selling any products — every suggestion is built solely around your numbers.

03

One partner, every stage

From first hire to exit, from first payslip to retirement — we grow alongside you.

For business owners

Grow your business

Cash flow, funding and succession advice built for founders and directors who'd rather be running the business.

  • ✓ Cash flow forecasting & working capital
  • ✓ Funding, lending & growth capital
  • ✓ Pricing & profit margins
  • ✓ Succession & exit planning
Talk to a business adviser →

For individuals & families

Plan your personal finances

Clear, independent advice on building, protecting and eventually enjoying what you've earned.

  • ✓ Budgeting & saving habits
  • ✓ Debt payoff & credit habits
  • ✓ Money mindset & goal setting
  • ✓ School fees & family wealth
Talk to a money coach →

What clients say

Rated 4.9/5 by the people we work with.

★★★★★

"They helped us separate the business's cash flow from my own finances for the first time in eight years. Genuinely changed how I sleep at night."

MW

Marcus Webb

Founder, retail business

★★★★★

"No pressure, no products pushed on us — just a clear plan for our savings that actually accounted for the mortgage and our everyday budget."

DF

Diane & Paul Ferris

Clients since 2019

★★★★★

"Priya spotted a subscription drain in our business account our bookkeeper never flagged. Paid for itself within the first meeting."

AR

Aisha Rahman

City professional

Meet the team

A dedicated team, not a department.

EH

Eleanor Hartley

Business Growth Adviser

RM

Rory Mackenzie

Money Coaching

SA

Sofia Alves

Budgeting & Savings

DO

Daniel Osei

Funding & Growth Advisory

If you want to know more

Guides & insights

Guide

The Business Growth Guide

Funding routes, cash flow discipline and when to bring in outside capital.

Download guide →

Guide

Budgeting That Actually Works

Simple habits that build savings and cut wasted spending, at any stage.

Download guide →

Quarterly

Small Business Trends

Our quarterly look at small-business trends and what they mean for your growth plan.

Read the latest →

Get in touch

Let's talk about where you want to be.

A first conversation is free and without obligation — for your business, your personal finances, or both.

Book a free consultation 07429 578402
vaultaholdingsuk@gmail.com Mon–Fri, 9:00–18:00

Vault provides general business advice and money coaching. We do not manage investments, give regulated financial advice, or advise on pensions.

Welcome back, Priya

Here's where your plan stands today

Plan status

On track

Savings balance

£214,820

Next review

14 Nov

Your goals

+ Add goal
🏖️

Build a £10k safety net

68% of target

🏠

Mortgage-free by 55

41% of target

Upcoming meetings

View all
📅

Annual review — Sofia Alves

14 Nov 2026 · 10:00

Scheduled
📅

Quarterly check-in call

28 Nov 2026 · 14:30

Pending confirmation

Book a consultation

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