Group coaching

The financial world loves to make things sound complicated. Let me get you feeling confident with your money in a way that’s right for you.

You’re earning well but don’t feel smart with your money
 
You take money out of savings and then feel like you’re never going to have enough
 
None of your family have ever earned this amount or you can’t talk to your friends about it
 
Whichever one is you, it doesn’t have to be this way. Welcome to Build wealth with clarity. Get purposeful with your money in a group setting of learning and implementing – spending, saving, investing, I help you work out what matters to you and how money can help you live how you want to live.
 

The next cohort starts September 2024 – be first to hear about it and receive exclusive early access by registering.

1:1 coaching

So many people really struggle when it comes to money. We aren’t taught about it growing up and it is still seen as taboo to talk about it. Add in a societal expectation to be caring, and a lower tolerance for risk, it’s no wonder we have trouble setting our prices, earning more, or maximising investments.

If you don’t make the most of your money, then it’s always going to be a struggle to build your wealth. Perhaps you don’t charge what you want for fear of being seen as greedy, or maybe you have been brought up to be helpful so you give more than you should. Perhaps you are fine with what you earn but you can’t seem to hold on to or grow your wealth.

When you know what is holding you back or influencing how you are with money, and are aware of your values and what you want to achieve with your money, you will feel like a weight has been lifted. The words I hear most from clients are reassurance and relief.

Mastering your relationship with money is transformational. From burying your head in the sand and not knowing what to do, to getting compensated properly and building your wealth. This is why I love using my signature framework to help my clients with their money

WHAT I CAN DO FOR YOU

Philly sitting eucalyptus plant

PHILLY IN YOUR POCKET

If you’re looking for guidance and some hand holding around your finances why not book in for a week of support via Voxer, a free walkie talkie style app where we can voicenote and message each other. You send your questions, I get back to you within 24 hours, often sooner

It is ideally suited for those who don’t want to be tied to video calls, are too busy to schedule Zoom meetings, or dislike the pressure of immediate responses (a shout-out to the introverts who appreciate time to reflect!). You can also bring more than one issue.

This coaching method offers the flexibility to contact me at your convenience over a week using Voxer. 

There’s no fixed schedule for our coaching sessions. Feel free to share your questions, feelings, queries, or anything that’s on your mind about your money. My power hours are fully booked so this is a way to have access to me without having to wait until my diary is open again. 

Introductory offer of £250

Wealth strategy support

Spend time with me going through your finances, ask all the questions that you’d like, we can do a money MOT, deep dive into investments, go through different scenarios, whatever is most useful to you and I’ll support you for the two weeks afterwards to make sure you are implementing and have the opportunity to ask follow up questions. 

Investment of £500

1:1 Coaching

Do you want to improve how you are with money?

Would you like ongoing support and accountability from a financial expert?

Do you want to get to the root cause of your relationship with money? 

Work with me 1:1 and we will transform not only your day to day relationship with money but also set you on the right path for the future. 

We begin with a deep dive first session into your relationship with money and where it all stems from. This is a bespoke package so I will tailor it to what is needed but I usually cover what might be holding you back, a look at current habits and where you want to get to. We can cover spending plans, saving, allocation of where you want to put your money and whatever else is needed to get your confidence up around money. This package includes 4 video calls and ongoing support via voice and text messages to ensure you have guidance and encouragement as you progress. 

Investment of £1500

There is a payment plan of £500 spread over 3 months

1:1 POWER HOUR

Is something keeping you awake at night?

Are you feeling anxious around an aspect of your finances?  

Do you have some questions you’d like to ask a financial professional? 

Why not book a one off session to talk through one issue, it can also be a good way to see if you want to work together more deeply on a 1:1 basis.

£297

One per person

Intro to investing course mockup
Do you ever feel like investing is just for the wealthy? I waited 4 years to invest despite working as an Investment Manager because I thought you needed lots of money so I understand how it can seem inaccessible. This is why I created this masterclass so that for £47 you can learn the basics, feel empowered to start your investing journey aided by a workbook with good prompts.
 

This is a straightforward, jargon-free workshop to help you:

Master Investing Basics: Understand owning shares or bonds, in simple, clear terms.
Discover Types of Investment Funds: Learn about active and passive funds and the role of fees in your returns.
Navigate Timing and Risk: Grasp risk management strategies and interpret risk ratings linked with funds.
Plus, you get a companion workbook to reinforce learning and guide your investing start-point. Whether saving for retirement or wanting your money to work harder, this masterclass is your ideal launchpad. Please note: it’s educational and does not provide investment advice. Suitable for UK residents keen to learn about investing.

philly holding amazon planner

My Planner is on Amazon’s most gifted list for personal finance and budgeting

If you aren’t ready to invest in 1:1 work I created this journal to improve financial well-being as a good starting point to tune in to how you feel about money. There are daily pages to build up your own sense of self, with weekly reflections around money and monthly reviews of your net worth.

Buy a copy here

Frequently asked Questions

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 power hour 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.

September 2024 – the waitlist is ready to receive exclusive early access 

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

Get in touch today for a free discovery call