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…
From a young age I’ve understood the massive impact that financial planning can have on improving your quality of life and on reaching your goals, both those that are around the corner and those that are in the distant future. This is what allowed me to save up to buy my first property at 21 years young.
I have over 6 years experience in the financial industry having worked in the UK’s largest retail bank and then as regulated financial advisor at one of the UK’s top firms. During my time as an advisor I was recognised by the Chartered Insurance Institute for achieving best grades in the Essex region on their Diploma for Regulated Financial Planning.
I recognize that money is just a tool for building a desired lifestyle, whilst supporting the people and causes that we care about, this is why I take great joy in helping my clients discover the intrinsic motivation behind each of their goals and then creating a path to achieve these.