Financial partnership that blends technical expertise with the psychological understanding most advisors overlook.
For high earners who want proper financial clarity and ongoing support.
We start with a comprehensive Financial MOT — a deep dive into your statements, assets, liabilities, and spending patterns. We'll also surface the beliefs and behaviours shaping your financial decisions, because the numbers only tell half the story. You'll walk away with a complete picture of where you stand and what needs attention.
From there, most clients continue with a monthly retainer. Regular calls, WhatsApp access, and someone thinking about your money alongside you — keeping you on track, nudging you forward, and there when decisions come up.
This isn't a quick fix. It's a proper partnership — the kind that builds lasting wealth. Most clients stay with me for years.
"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."
Company Director
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.
Four sessions (2 individual, 2 joint), a light-touch financial MOT, and guided prompts to continue the conversation between sessions.
"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."
Property Professional
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, rather than a percentage of your assets.
I've been in wealth management since 2011—over 14 years. I'm a Chartered Wealth Manager and maintain my Chartered Fellow status with the CISI through ongoing professional development.
Book a free discovery call and we'll talk through where you are, where you want to be, and whether we're the right fit to work together.
All sessions are held via Zoom, making it easy to fit around your schedule wherever you're based.
Book a free discovery call and let's talk about where you are and where you want to be.
Book a Discovery Call →