Our Services

Click on the links below to see examples of the types of services

Money worries plague some people day in, day out. Facing up to these concerns can be difficult: you may be locked into a cycle of spending from which you can’t break free; or you might simply not be able to make ends meet with what you’ve got coming in. Whether you’re a high or a low earner, I can coach you into new habits, so that the stress of these worries becomes a thing of the past.

Money means more than bank balances and spreadsheets. I can help you lead a richer, fuller life by helping you reveal and articulate your most profound aspirations. I’ll help you navigate through obstacles and show you how you can put in place the financial architecture to achieve your vision.

The Life Planning process involves a series of deep, open and honest conversations and exercises that enable us to collaborate in the creation of a vibrant and complete plan for your future. I’m amongst a small number of individuals in the UK who have undergone intensive training and mentorship through the Kinder Institute.

Money is often a flashpoint for couples. You may be talking about joining your finances, or separation and divorce could be on the cards. Or it may simply be that your emotional relationship to money and your financial priorities are different to your partner’s. I can facilitate your discussions, offering objective and expert guidance so that, whatever happens, money issues never cloud the picture.

Taking steps to write your Will is vital.
The destruction it can cause to your family, from not having a Will is simply not worth the risk.

We ensure you and your family are in the best position, always.

Do you feel isolated about your situation? Maybe you feel out-of-control when it comes to spending and have never shared this with another soul, including your partner. Or you’ve lived in the shadows of someone who is now no longer around. Or perhaps you experience a sense of isolation about being the beneficiary of family assets without any understanding of what you have, or with a sense of unease.

I can help you gain confidence, find solutions and feel supported. You’ll come away with a fresh perspective and have all the support and accountability to take the necessary steps to move forward with a sense of control and ease.

Ever wondered how healthy or unhealthy your finances really are, but don’t feel the need to visit a financial adviser? I can help you review your position, helping you understand what you’ve got and what the gaps are.