Everyone has a story. You are the product of your own decision making and events outside of your control.
Making informed decisions is hard. Making uninformed decisions is even harder.
Is this you?
You’ve done well. You’re working hard, building a good life.
Now you're wondering: "What's all this really for?"
You're not just looking for financial advice.
You're looking for direction. Clarity. Confidence.
You're successful in many ways — career, business, or life.
But you want more than just a pension or ISA strategy.
You’re not looking for quick fixes.
You want clarity. A plan. Someone you trust to help you figure it out.
You want to:
Make work optional — sooner, not later
Feel calm, not guilty or anxious about money
Know you’re on the right path, for the right reasons
Spend time on what matters most — not just what pays the bills
What you want (and don't want)
✅ Space to talk about what you really want
✅ Clarity about how much is “enough”
✅ A way to simplify your finances
✅ Support to live intentionally, not reactively
✅ Confidence to make decisions without fear
❌ Stock tips and jargon
❌ A pushy adviser trying to "sell" something
❌ Endless spreadsheets
❌ Generic goals like “maximise returns”
❌ Being told to delay happiness until retirement
How we work together
Are we a good fit?
1. Discover What Matters
We start with your life — not just your money. What do you value? What do you want your future to look like?
2. Build Your Plan
Together, we create a clear, tailored financial strategy that supports your goals, dreams, and peace of mind.
3. Live Intentionally
You take confident steps toward the life you want — with ongoing support, reviews, and encouragement from me.
This might be for you if:
- You're willing to be open about your goals and finances
- You value thoughtful, honest conversations
- You want a long-term relationship, not a one-off transaction
- You're more interested in freedom than finance
If that sounds like you, we’ll probably get along just fine.
Sounds good?
If you're ready to explore what life could look like with a financial plan that fits you, I’d love to hear your story.