STEP 1
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STEP 2
Chemistry check… make sure it’s right for you
STEP 3
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Explore different scenarios and trade-offs
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Having worked in commercial and retail finance for over 30 years, I have developed specialisms in customer service, financial planning and budgeting.
I believe the key to being a good financial coach is having technical knowledge and more importantly the ability to listen and connect with what really matters to my clients. I aim to give good clear guidance without jargon, helping clients achieve their financial dreams and goals.
I love connecting with people, showing them how they can achieve what they want and giving them a new perspective towards money. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.
In my spare time I enjoy walking, photography and spending time with my grandchildren. Being an avid runner I have ran several marathons raising a lot of money for charity. I enjoy the sense of achievement both of these activities bring.
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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.