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I predominately work in the London , Oxfordshire and Buckinghamshire areas, providing both face to face and video meetings. I am based in Haddenham and Thame. I have found my services have had the greatest impact with people who think there is more to life than money.
Financial Coaching
This is for you if:
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you do not need sophisticated planning at this stage of life
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want to pay by hourly rate or monthly subscription
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want more interaction than a rob0-adviser service provides
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no matter what you do, you cannot seem to make financial progress
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need a "financial coach near me" as this work can be done effectively on Zoom or Teams
Life Transitions planning
This is for you if:
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you are thinking about retiring
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you have had a baby or are recently married
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you have lost your job
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you're going through a divorce
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you don't actually have any sort of plan for your life
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life is a grind and you have very little joy
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you need and want things to change now
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you need to explore your full options to make sure you are making the best life decisions
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