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Get to know your coach…

Whether it’s buying a first home, enjoying a comfortable retirement, or simply gaining a greater sense of financial control and peace of mind, I’m passionate about helping people achieve their financial goals.

My background in industry has given me a great foundation of practical know-how, discipline, and a focus on getting results in high pressure situations. What I have come to realise about myself is that I really enjoy helping others, and I want to use my experience to empower you to reduce your money stress and achieve your financial stability, independence, and aspirations.

It is never too early or too late to begin working towards your money goals—what matters is starting today!

I’ll work with you to develop your plan, and support you on your jourrney as you take action to make your goals a reality

Geraint Phillips

One call for all things money

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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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