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
I spent 33 years in the cut and thrust of the corporate IT world, delivering multi-million pound projects around the globe. Now I’ve turned my long-standing interest in personal finance into a new career as a financial coach.
My particular interest is pensions, and I love the part of the process when I reveal to a client what their pension income could look like. Many people have never seen that and it’s a great way to bring realism into what is often a hazy subject, and to implement any changes which are needed before it’s too late for the client to retire early like they always hoped.
Away from my desk I play drums in a rock and pop band, and will often be researching and trying out new songs in my music room. When I get outdoors I enjoy cycling and playing with my grandsons.
My biggest passion remains helping people realise their financial dreams; many people vaguely know what they want to save for and when they want to retire, but few have had the time to put a plan in place to get there. Our sessions together allow the client headspace to address this most important topic, and remove the lurking uncertainty that there’s more they should be doing.