I am a financial coach who works alongside a team of expert, Chartered Financial Planners.
It may be that you are experiencing a significant change in your life – be that divorce or bereavement – and you are finding it difficult to make sense of your finances and how they connect to your future?
This is where we step in. It is important to note that this is not about investment markets, products, or financial jargon. This is about you, your story, and your financial future.
We help coach, guide, and advise you, turning financial complexity into clarity, and empowering you to move forward with a new sense of freedom and choice.
Most financial planners and wealth managers will charge you an ongoing % fee linked to the size of your portfolio – the higher the value, the more you pay – we think this is unfair, which is why we are one of a handful of financial planning firms who charge a flat subscription fee – think Netflix or Now tv.
We can provide support and guidance to individuals all over the country via Zoom.
The first step to financial peace of mind is to book a free initial chat here!