About SurreymontePro
Helping people build money routines that last
We are a Surrey-based financial guidance studio focused on life-ready money skills. Our work blends financial fundamentals with practical behaviour design.
Core beliefs
- Clarity first
Simple, visible plans reduce stress.
- Steady rhythms
Small weekly steps beat rare resets.
- Respectful coaching
No shame, only support.
Our story
Built from real household challenges
SurreymontePro began after years of supporting local residents with budgeting workshops. We saw the same issue: people understood the theory but needed a routine that fit real life.
What changed
We shifted from lectures to coaching. That shift turned knowledge into action, and helped people stick with their plans beyond the first month.
Milestones
Key moments that shaped our approach
2018
Started as a community finance clinic in Surrey.
2021
Introduced structured coaching sprints for households.
2024
Expanded remote sessions for clients across the UK.
Leadership
People who keep the guidance grounded
Our leadership team blends financial education, coaching practice, and operational expertise to keep our services practical and reliable.
Team spotlight
Leah Monroe — Founder & lead coach, specialist in household budgeting.
Omar Patel — Programme director, focuses on habit design.
Hannah Brooks — Client success lead, ensures every plan stays realistic.
Values
Principles that guide our work
Every programme is built on clarity, empathy, and real-world usefulness.
Transparency
Clear pricing and clear expectations from day one.
Respect for time
Short, focused sessions that fit busy lives.
Progress over perfection
We celebrate steady change, not unrealistic targets.
Trust indicators