Financial partnership that blends technical expertise with the psychological understanding most advisors overlook.
Six months to change your relationship with money and build wealth that's actually yours.
This is where real change happens. Over six months, we go from understanding exactly where you stand to building genuine, lasting wealth, and rewiring the relationship with money that's been running the show underneath.
We work through it in phases. Foundations (months 1–3): your full spending review, the relationship-with-money work, your personalised financial dashboard, and getting clear on your vision and values, what you actually want your money to be for. Building (months 4–6): now that the foundations are laid, we move into putting your money to work, clearing what's holding you back and building real wealth from a solid base.
Two calls a month throughout, plus WhatsApp support the whole way through, including my Friday weekly-win check-in, so you're never doing this alone between sessions.
This isn't a quick fix. It's a proper partnership, the kind that builds lasting wealth, working on both the practical and the psychological at once, so the changes actually stick.
The programme
£1,200 per month
6-month programme · prices include VAT
Not ready for the full programme? Start here.
The Financial MOT: £3,600
Your honest, point-in-time picture of exactly where you stand. And if you continue into the programme within 30 days, the full £3,600 is credited, so starting here costs you nothing if you decide to go further.
"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) 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 →