I build financial confidence.
A UK-based wealth management coach specialising in rational, long-term strategies — no hype, just clear, actionable guidance you can use today.
About Me
I spent 10 years working for some of the UK’s leading investment management companies. I left because people who really needed help were often priced out of receiving quality opinions.
I hold the following qualifications and I am a full CISI member:
- Chartered Wealth Manager Qualification (RDR Level 7)
- Investment Advice Diploma (RDR Level 4)
- BA (Hons) Business & Management, 2:1, Bath Spa University
My Core Services
What it entails:
- Habit audit: spending triggers, mental models, money scripts.
- Cashflow triage and a simple, repeatable budget you’ll actually use.
- Accountability check‑ins and friction‑reducing systems (automation, defaults).
Learning goals: we’ll set 1–3 SMART objectives per month (Specific, Measurable, Achievable, Relevant, Time‑bound), e.g. “Track spending weekly”, “Automate £200/mo to ISA”, “Cut delivery apps by 50%”.
What it entails:
- Portfolio basics: risk capacity vs. risk tolerance, diversification, simple asset mix.
- Tax wrappers and priority order: pensions, ISAs, and when to use each.
- Decision hygiene: expected value thinking, position sizing, and avoiding headline traps.
Learning goals: e.g. “Define target allocation & rebalance bands”, “Set up monthly auto‑invest”, “Write a one‑page investment policy”.
What it entails:
- 60–90 min sessions with live examples and Q&A.
- Templates and cheatsheets you can reuse immediately.
- Optional follow‑up clinic to review progress and unblock hurdles.
Learning goals: we co‑define objectives up front (e.g., “Build a starter portfolio”, “Create a 3‑bucket emergency plan”, “Draft a pension contribution plan”).
Rates & Booking
- • Introductory session: Free
- • Follow-up sessions: Agreed rate depending on requirements, generally starting at £50/hour (confirmed before billing)
- • Optional: Monthly check‑in subscription at £20/month for a casual 30‑minute review
Latest House Views
Insights on finance, investment, politics and sport.
Get In Touch
If you’d like to talk about coaching, an audit or a workshop, drop me a line.
Send me an email