STEP 1
Start with a free chat
STEP 2
Chemistry check… make sure it’s right for you
STEP 3
Get your personalised money plan
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Explore different scenarios and trade-offs
Get your own step-by-step action plan
My career started in the corporate world, moving from finance to writing and publishing. Gradually I became more interested in personal rather than company matters, partly through my experience in understanding how to manage my finances. (And yes, I made mistakes along the way!)
This process made me realise that the many choices we have today means people need to navigate an increasingly complex financial world. Volunteering as a debt adviser and looking after finances for different family members made me want to help others through their financial journey, sharing knowledge and technique, and this led me to becoming a money coach.
My mission is to work with my clients to focus on themselves and what they want to achieve. We then work together to work out what they need to know, and what they need to do, to get to where they want to be.
The greatest joy for me comes from watching clients realise that managing money doesn’t have to be complicated or be hard work: by taking small steps they can see a clear path ahead to what’s important to them.
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Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.