Financial MOT
See exactly where you stand, clearly and without judgement.
As Seen In
Financial Times • Sky News • The Telegraph
The Independent • Stylist • MoneyWeek
What is a Financial MOT?
The Financial MOT is the mirror, held up steadily. I review twelve months of your bank and credit card statements, map your full picture of assets and liabilities, and build you a personalised 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 see the whole picture in one place, clearly and without judgement. It's a complete, honest read on your finances as they stand today.
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 exactly where you stand, without judgement.
What you get
→ A full review of 12 months of bank statements
→ A clear map of your assets and liabilities
→ A personalised financial dashboard, yours to keep
→ Insight into your money patterns and behaviours
→ A fact-find session and a playback session to walk through it all together
→ A complete, honest picture of where you stand today
INVESTMENT
£3,600
inc. of VAT
What happens next
The MOT is genuinely complete in itself, and for some people it's exactly enough. For others, it's the moment they decide they want to go further.
If you do, the Financial MOT is the natural starting point of my Intentional Wealth Programme, and the full £3,600 is credited against it when you continue within 30 days. So starting here costs you nothing if you decide to keep going. But there's no obligation, the MOT works as a standalone piece of work if that's what you need.
"There's an initial fear that comes with sharing how you really are with money, I went in genuinely nervous. But Philly has such a reassuring, non-judgemental way about her that I relaxed straight away. She'd looked at everything properly and instead of any judgement, she helped me see that things were actually fine, I just needed a bit more order and a calmer system. So many things had felt random and reactionary with money, always on my mind. By the end I felt completely different: reassured, in control, and like everything's in hand. Incredibly helpful."
London
"This unlocked something for me. Retirement planning was something I'd put off for years, I just couldn't find the headspace or the time. Philly did the work, and now I finally have clarity on what the life we want actually costs. It's exactly what I wanted to achieve."
London
"Clear, practical and genuinely reassuring. I came in with a bit of a mental block, having buried my head in the sand, and left with a simple list of action points and real peace of mind about where we stand. I can't recommend Philly highly enough."
London
Ready to get clarity?
Book a discovery call and we'll talk through whether this is the right fit.
Book a Discovery Call →