The First Step to Financial Clarity
Before you can grow wealth with confidence, you need solid foundations.
This 90-day coaching experience is where we build them.
Together, we’ll explore your money story — the patterns, beliefs, and habits that have shaped the way you earn and spend. We’ll rewrite the narratives that no longer serve you, get clear on your values, and create a vision for how you actually want life (and money) to feel.
From there, we’ll set up simple, intentional systems for spending and saving so your financial choices start to reflect your goals — not just the numbers in your account. This is the start of living with financial intention.
At the end of these 90 days, you’ll have clarity, structure, and the confidence that comes from knowing exactly what matters and how your money can support it. And when you’re ready, this foundation will allow us to step into the deeper work of long-term wealth building and investing..
Perfect for you if:
You earn well but feel behind
You want both strategy and compassionate accountability
You’re ready to bring clarity and structure to your finances before moving into investing
What’s included:
Biweekly 1:1 coaching calls (60 minutes)
Unlimited WhatsApp support (Mon–Fri, replies within 24 hours)
Simple tools, resources & post-call summaries
A personalised roadmap for intentional spending and saving
Investment: £3000 (or 3 monthly payments of £1200)
“With Philly’s support and guidance, I have made huge progress to establish a strong financial foundation that gives me peace of mind for my future. She is the perfect blend of being a financial whizz with a sharp mind and a warm heart”
A supportive 12-week container for ambitious women earning £100k+ who want to feel powerful, not panicked, when it comes to money.
Work through six rich, self-paced modules at your own rhythm, then join weekly Monday evening coaching calls to get personalised guidance, ask questions, and apply what you’re learning in real life.
This isn’t just theory. It’s structured support as you take action.
We cover:
Money mindset and your financial story
Values-based planning
Strategic saving and investing
Pensions, long-term clarity, and more
You’ll gain:
A calm, grounded system for managing money
A values-aligned wealth plan
Confidence with investing
A community of smart women walking the same path
Time Commitment: 12-week programme with live weekly sessions
Because building a life together means talking honestly about money.
This 90-day coaching experience helps couples create a shared financial vision, understand each other’s money stories, and move forward as a team.
Investment of £1,950 or 3 monthly payments of £675
“I cannot recommend Philly enough! Philly’s supportive expertise and guidance has enabled me to feel more confident in managing my money effectively and the knowledge and practical skills that I have learnt have transformed my relationship with my finances”
If you’re looking for advice on your pension or tax then you should speak to a financial advisor. If you’re looking for support around how you approach and manage your money then choose a financial coach. I do not recommend products nor do I receive commission, I charge for my time and value given
A financial coach helps with the emotional and behavioural sides of money helping you understand why you are the way you are, as well as the more practical aspects such as creating a budget, setting financial goals and creating positive habits
I have worked in the wealth management industry since 2011, starting my career with a masters in wealth management to qualify as an investment manager, investing millions for individuals, charities and trusts. I did a certification as a Financial Coach in 2022.
You can either go straight ahead and book a one off wealth strategy session or please book a discovery chat and we can check we are the right fit to work together. You can then book in and our sessions can begin.
I will send a zoom link ahead of our session
I operate a 48-hour cancellation policy. If you cancel an appointment over 48-hours in advance, I will not charge you for the missed session, and we can rebook. If you cancel after that, or if you cannot attend, you will still need to pay for the appointment as I have committed the time