Get to know your coach…
As a financial coach I help my clients to look at all areas of their personal finances holistically. I will help you with any and every element of your finances.
Our starting point is a free discovery call where we can gain clarity on what is important to you in life; your goals, plans and ambitions – as they should dictate what you do with your money and when. I can then make some initial suggestions and recommendations on how to improve your finances and financial future.
If you would like to move forwards as a client then I will build you a financial plan to see how your wealth is set to grow and what you are on track to achieve. We can then look at any changes that can be made to maximise your wealth and the options available to you to optimise your finances across savings, investments and pensions. We distil this down into achievable actions and begin working towards them.
As a coach I am not here to sell you products, I am here to ensure that your money brings you the life that you want to create and to empower you to take responsibility for your financial decisions.
Professionally I am a qualified accountant. I have mostly worked in the private sector managing company finances and business support functions. Why the leap across to coaching? Fulfilment. I work hard for my clients and am rewarded by the progress that is made and the happiness that financial wellbeing can bring.
I have a passion for financial planning but it is my connection with people that I enjoy the most. I work as an Octopus Moneycoach because I am aligned with their values and their mission to transform the lives of a million people.
Personally, I love nothing more than spending time with my husband and young daughter in the outdoors. We live near the coast and take full advantage. I am a creative person and enjoy the arts, music, travel and a bit of gardening when I get the chance!