Get financial clarity with a Financial Diagnosis Session 

A Financial Diagnosis Session is a focused, one-hour financial planning session designed to give you clarity, confidence, and direction. Chartered Financial Planner Lisa, who founded LCH/WEALTH, first met Damien through his podcast Making Money where she has been interviewed more than any other guest to explain how to build wealth in the UK.

What we’ll cover

During your session, we will:

  • Review your current financial position
  • Clarify your short, medium and long-term goals
  • Identify and prioritise what matters most to you
  • Create a clear, realistic action plan
  • Define what you need to do now, and what to work towards next

You’ll leave with structure, focus, and a personalised financial to-do list.

Cost, £500.

How it works

  • 1
    Prepare: You share your key financial information in advance (income, outgoings, pensions, company benefits).
  • 2
    Meet: We spend one hour together via Microsoft Teams discussing your position and goals.
  • 3
    Move Forward: You implement your tailored action plan with confidence and clarity.

 Is a Financial Diagnosis Session right for you?

A Financial Diagnosis Session is ideal if you’re looking for a financial sense check or a fresh direction. It’s perfect whether you’ve never spoken to a financial adviser before, or you simply need a structured review.

If, following the session, you decide you need full financial advice, the cost of the Financial Diagnosis Session can be deducted from any future advice fees, making it a smart and cost-effective first step.