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 Confidence. 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 March 2025

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 Financial coach

PHILLY IN YOUR POCKET

If you’re looking for guidance and some hand holding around your finances why not book in for 3 days of support via Whatsapp or 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 3 days using Whatsapp or 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. 

Investment of £250

Wealth strategy support

Transform Your Financial Future in Just One Hour

Ready to take control of your finances but not sure where to start? Join me for a focused one-hour Wealth Strategy Session designed for ambitious professionals who want clarity, confidence, and a concrete plan for their money.

What You’ll Get:

  • A deep-dive consultation focused entirely on your unique financial situation
  • Expert guidance from a financial professional with 13+ years’ experience
  • A personalised action plan to start building real wealth
  • One week of dedicated WhatsApp support to keep you on track
  • Clear, actionable steps to transform your relationship with money

Why Book a Strategy Session?

You might be earning well but feeling overwhelmed about making the most of your money. Perhaps you’re ready to start investing but don’t know where to begin. Or maybe you’ve been putting off dealing with your finances and need the clarity and confidence to move forward.

I combine sharp financial expertise with a warm, practical approach that transforms confusion into clarity. No judgment, no complex jargon – just clear, actionable guidance tailored to your situation.

The Impact

My clients consistently report:

  • Immediate relief from financial anxiety
  • Crystal-clear direction on their next financial steps
  • Confidence to make smart money decisions
  • Practical strategies they can implement straight away
  • A renewed sense of control over their financial future

Your Investment: £500

Includes one hour of focused strategy plus a full week of WhatsApp support to help you implement your plan with confidence.

What My Clients Say

“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.”

“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.”

Ready to Transform Your Financial Future?

Book your Wealth Strategy Session today and take the first step towards financial confidence.

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 6 video calls and ongoing support via voice and text messages to ensure you have guidance and encouragement as you progress. 

Investment of £3000

There is a payment plan of £1000 spread across 3 months

Philly Financial coach and client
Philly Financial coach and financial wellbeing journal

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 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.

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