Friendly, 1-to-1 help with all your financial goals
We're backed by the game-changing Octopus group
A certified
B Corp
Authorised
by the FCA
A member of the Personal Finance Society
And our coach training is accredited by LIBF and IFW
What my clients say
“I am delighted to get a plan…and start working towards my goals”
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“Helen has helped us make a step change”
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“Helen has helped me to identify and set some realistic and achievable goals”
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“Helen is very knowledgeable and her style is relaxed and encouraging”
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Get to know your coach…
My goal is to help people to learn about their finances and discover the best means to achieve their goals! Through my coaching, I sincerely hope to improve not only my client’s finances but also, their well-being through understanding and managing their finances better as I see this as being an essential life skill which is often overlooked.
I am particularly interested in helping people less experienced in finance, learn about mortgages, credit records, budgeting, investment and pension options and provide a holistic service which can cover life choices as well as financial coaching and goal setting.
In my eyes, a great Financial Coach should be a good listener, empathetic, enthusiastic about their client’s goals, non-judgmental with technical knowledge and the ability to explain things in simple, jargon free language.
My spare time revolves around my current building project and my family; we love to be outside somewhere wild; hiking, camping, wild swimming, and I am mad about yoga, photography, learning Japanese and finding the perfect plot to build an eco-house.
