A transformational 90 days working on both the strategic practical side of what to do with your money and conficence and mindset work. After 14 years working in wealth management I realise you need to work on both for lasting change.
Perfect For:
Price: £3000 (or 3 monthly payments of £1000)
Time Commitment: 90 days| bi-weekly calls and unlimited WhatsApp support
A focused strategy session plus implementation support to turn your plan into action
Perfect For:
Price: £750
Time Commitment: Preparation of information + 1-hour intensive session + 1 week of WhatsApp support
“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.“
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:
Time Commitment: 12-week programme with live weekly sessions
“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.”
“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”
A comprehensive program designed specifically for female professionals earning £40k-£80k who want to master the fundamentals when it comes to money. The 6 self-paced modules take you through all you need to know to get started properly
Perfect For:
Price: £150 (or 3 monthly payments of £50)
Time Commitment: 12-week programme with private WhatsApp community
Flexible WhatsApp coaching for busy people who need help for that one query you’ve tried to Google and are still unsure on
Perfect For:
Price: £250
Time Commitment: 3 days of support
“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.”
“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 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.
June 9th 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