James Geddes

James has worked in finance his whole career and is passionate about empowering and coaching others to achieve their financial goals. To find out how James could help you, book in a free initial trial session now!

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I am a Chartered Accountant and was previously CFO of an entrepreneurial marketing services firm for 17 years.

However, I prefer people to money and now love coaching people with their finances.

Although I have worked with money for my whole career, for many years I managed to neglect my own. Once I had caught up and got my own money organised, I felt a relief of stress that I didn’t realise I had. Like a reformed smoker I now have an enthusiasm for encouraging others to get their money organised.

We’re all different and we all have different money issues – different goals, hopes, expectations, and worries. Yet there’s one thing most of us have in common: money can be a source of stress and a source of pleasure … and it doesn’t matter how much money we have or don’t have.

For me, money coaching is all about listening and understanding a client’s specific situation, and then creating a bespoke plan tailored to the client’s individual circumstances. When we have a plan that fits, we can then work out what we need to do to implement it. And that’s all about breaking things down into easy bite-sized chunks. As we begin to tick these off, stress dissipates; spending money becomes enjoyable (without that nagging guilt); long-term goals and financial security are taken care of; and gone are those insecurities whenever someone talks about pensions or investments or tax relief.

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