Services
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Financial Planning for all… without the fluff!
Financial planning shouldn’t feel complicated, intimidating, or sales-driven.
I provide clear, practical advice that helps you understand your money, make confident decisions, and take control of your financial future.
Financial Plan
A complete action plan, built around you. Whether you love to DIY or want to delegate the stress and admin to an expert, we’ve got you.
We don’t have any minimums – financial planning shouldn’t just be for the rich!
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This service is for you if you want clarity, structure, and direction — not just answers to individual questions.
We’ll look at your full financial picture, including:
- Income and spending
- Savings and emergency funds
- Investments
- Pensions
- Protection
- Short- and long-term goals
From this, I’ll create a clear action plan — your financial map — with practical, prioritised steps you can actually take.
What you get:
- Confidence in your next steps
- A clear understanding of where you are now
- A personalised financial plan
- Specific, actionable recommendations
Outcome: clarity, control, and a plan you can action.
Financial Coaching
Financial planning isn’t a one-off event. Life changes, priorities shift, and plans need to evolve.
That’s why we always recommend our Financial Plans are followed up with ongoing Financial Coaching.
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Ongoing advice provides a long-term relationship where we:
- Implement your financial plan
- Review progress regularly
- Adjust the plan as your life changes
- Keep decisions aligned with your goals
This also includes financial coaching — helping you stay accountable, make confident decisions, and avoid drifting off track.
This is for you if you want:
- To reduce the risk of inaction – the biggest risk to your financial success
- Confidence that your plan remains suitable
- Ongoing clarity and reassurance
- Someone in your corner as life evolves
Outcome: consistency, confidence in you expert, and long-term financial security.
Corporate Talks
An employee benefit people will actually use.
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I deliver practical financial education for workplaces designed to improve understanding, confidence, and real-world outcomes.
These sessions help employees:
- Understand and maximise the benefits they already have
- Make better decisions around pensions, savings, and protection
- Feel more confident and less stressed about money
- Work towards personal financial goals
Talks can be tailored for:
- Ongoing education programmes
- Lunch-and-learn sessions
- Workshops
Outcome: more confident employees, improved financial wellbeing, and a benefit that delivers real value.
On the fence?
If you’re unsure which service is right for you, the best place to begin is a conversation.
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