The First Step to Financial Clarity
Before you can grow wealth with confidence, you need solid foundations.
This six-month coaching partnership is where we build them.
Together, we’ll explore your money story — the patterns, beliefs, and habits that have shaped how you earn, spend, and save. You’ll begin to understand why certain behaviours repeat, gently rewrite what no longer serves you, and reconnect with clarity about what really matters.
From there, we’ll build simple, intentional systems for spending, saving, and planning — so your financial decisions start to reflect your values, not your stress response. By the end, you’ll feel calm, organised, and confident about the path ahead — clear on what matters, and equipped to build wealth that supports it.
This isn’t a quick fix. It’s deep, practical transformation — the kind that lasts.
Perfect for you if:
You earn well but still feel behind
You want both strategy and compassionate accountability
You’re ready to create structure before stepping into investing
You’d like an expert partner who brings clarity, not judgment
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: £5,500 (or 6 monthly payments of £1000)
Explore the full details or book a call to talk it through
“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”
Money Clarity is the self-paced version of the group programme I’ve run seven times.
It walks you through the core foundations I use with all my clients:
Your patterns and money story
Values and what truly matters
Your financial vision
Spending structure and intentional planning
Saving rhythm and financial organisation
If you want clarity without ongoing coaching, this is where to begin.
Calm, clear steps that help everything make sense.
Starts January 2026
Enrolment now open
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, rather than a percentage of your assets.
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.
Please book a discovery call and we can check we are the right fit to work together, or fill out the contact request below and I will WhatsApp you. 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