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I genuinely love hearing people’s stories, their hopes and what matters to them most, everyone’s journey is unique. Money is too often a blocker to reaching life’s goals, financial coaching can help turn those dreams into reality. 

I spent 25 years in Investment Banking, talking and discussing finance every day. I left banking 3 years ago to start my own business. I was able to do that as early on in my career I had the good fortune of working with older, wiser colleagues who helped me toward smart financial decisions. I didn’t fully understand the impact at the time, but now I see just how much those choices helped shape my life. Becoming a coach is my way of paying that forward—sharing what I’ve learned to help others, whether you’re just starting out or rethinking your financial future. 

Whether you’re saving for a home, starting a business, growing your family, improving your pension, or planning for a major life goal, my approach is simple: honesty, real listening, and practical guidance. Finance can feel overwhelming, full of jargon and complexity. 

My job is to cut through that and give you clear, confident direction to help achieve your goals.

Adam York

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What clients say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”
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