Price: £3000 (or 3 monthly payments of £1000)
Time Commitment: 3 months | 6 video sessions and unlimited WhatsApp support
A comprehensive financial transformation program combining strategic planning with mindset work for lasting change.
Perfect For:
“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”
Price: £500
Time Commitment: 1-hour intensive session + 1 week of support
Transform your financial future with a focused strategy session plus implementation support to turn your plan into action.
Perfect For:
“Philly’s ability to simplify complexity is truly remarkable. Her coaching transcends the numbers and leaves a lasting impact. I felt empowered and armed with a clear plan.“
Price:
Group Program (Next cohort starts March 11 2025)
Time Commitment: 6-week program with live group sessions
Join an intimate group of professional women earning £100k-£260k who want to create sustainable wealth through strategic financial planning and mindset transformation.
Perfect For:
“The friendly and open environment that Philly creates within the group is perfect for sharing thoughts and experiences. I would recommend the programme to anyone who is looking to take control of their financial future.”
Price: £150 (or 3 monthly payments of £50)
Time Commitment: 12-week programme with monthly live Q&A calls
Transform your financial future with a comprehensive program designed specifically for female professionals earning £40k-£80k who want to master their money fundamentals.
Perfect For:
“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”
Price: £250
Time Commitment: 3 days of support
Flexible WhatsApp coaching for busy people who need help for that one query
you’ve tried to Google and are still unsure
Perfect For:
“The format of being able to send messages when suits was so helpful. I didn’t want to add any more meetings to my busy calendar but this fit perfectly around my life.”
If you’re not at the right stage for these services, I do offer plenty of free guidance on my social
media channels, and offer 5 reduced rate sessions a month –
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 wealth strategy session 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.
March 2025
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