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…
My background has been in banking with 35 years supporting individuals and businesses to achieve their goals. I enjoyed running a number of teams throughout my career the last as an Area director for HSBC, Business Banking. I always looked to empower my teams both professionally and personally to achieve the best outcomes.
As a financial coach I am able to combine my financial experience, with a desire to bring confidence to my clients of their ability to achieve their financial goals, by increasing their knowledge and then building sound financial plans. As a coach I look to stand by my clients to overcome the hurdles that life brings.