Financial MOT

What is a Financial MOT?

It's a comprehensive review of your financial life. I'll go through a year's worth of statements, map your assets and liabilities, and build you a complete financial dashboard.

But it's not just about the numbers. We'll also surface the patterns and behaviours shaping your financial decisions — because the numbers only tell half the story.

By the end, you'll have total clarity on where you stand and what to do next.

Who it's for

High earners who are doing well but don't feel like they have a grip on their money. You're earning good money, but you're not sure where it's all going — or whether you're making the right decisions.

You want someone to look at everything objectively and tell you where you stand.

What you get

→ A full review of 12 months of bank statements
→ A clear map of your assets and liabilities
→ A personalised financial dashboard
→ Insight into your money patterns and behaviours
→ A call to walk through everything together
→ Clear recommendations on what to focus on next

INVESTMENT

£3,000

What happens next

The Financial MOT is the starting point of my Intentional Wealth Partnership. After the MOT, most clients continue with a monthly retainer — regular calls, WhatsApp access, and someone thinking about your money alongside you.

But there's no obligation. The MOT works as a standalone piece of work if that's what you need.

AS SEEN IN

Financial Times   •   Sky News   •   The Telegraph   •   The Independent   •   Stylist   •   MoneyWeek

Ready to get clarity?

Book a discovery call and we'll talk through whether this is the right fit.