Friendly, 1-to-1 help with all your financial goals
We're backed by the game-changing Octopus group
by the FCA
A member of the Personal Finance Society
And our coach training is accredited by LIBF and IFW
Get to know your coach…
As a financial coach I am fortunate to follow amazing life journeys, give peace of mind and control back.
I am a financial coach in Prestatyn, North Wales. I transitioned from personal to financial well being after having coached and mentored within the British Army for several years. With over 15 years experience gained delivering projects as an Accounts Manager, I strongly believe that the right support and knowledge is key to financial success.
Understanding personal finances isn’t taught at school, putting many at a disadvantage, especially those entering employment for the first time. A qualified management accountant and property development entrepreneur, communicating the skills required to help clients understand the journey required; whether that may be:
1. Buying a house, saving and getting the right mortgage
2. Planning for a families future; providing long term security and peace of mind
3. Building an investment portfolio right for their needs now, and in the years to come
4. Retirement planning
As a coach I provide a client with not only accountability but a one to one connection to a real person, able to bounce ideas off and adjust their needs when life changes.
For me a healthy understanding and control of personal finances improves mental health. Growing a clients finances is about discovering goals and building a budget able to deliver. As a coach ensuring the client has a good knowledge of budgeting, saving strategies and investments allows them to feel secure and confident to make the right decision for them and their family.
Away from my office you’ll find me chasing after my son on his bike or walking the beautiful North Wales country side with my partner and rescue dog ‘Scrappy’.