Financial Coaching & Life Planning Services In Aylesbury Bucks
"I think everybody should get rich and famous and do everything they've ever dreamed of so they can see that its not the answer". JIm Carrey
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ABOUT ME
I've been in finance since I was 18 — first as a trader, then a broker, then an adviser and planner. For most of that time I was good at the job without loving it. That changed at 46, when I discovered George Kinder's EVOKE model. It gave a name to something I'd been circling for years: that the numbers only matter once you know what they're actually for. I became a Certified Financial Coach in 2022, and I now see myself doing this work — coaching, well-being, life planning — for the next 20 years, because it's the part that has the most impact.
Why qualifications matter — and why they're not the whole story
Knowing the person you work with is properly qualified matters. I'm a Certified Financial Planner™, a Chartered Fellow of the CISI, and a Registered Life Planner trained through the Kinder Institute. But qualifications only get you so far. The rest comes down to something less measurable: do you trust this person, do you like them, and do you believe they can make a genuine difference to your life? I'd rather you found that out by talking to me than by reading a list of letters after my name.
A bit about the person behind the adviser
I live in Aylesbury, in Buckinghamshire — close enough to the countryside to enjoy it, close enough to London to get the buzz of it too. I'm a golf obsessive (currently playing off a 17 handicap, and yes, I'm writing a book about what the game teaches us about money), a long-suffering Manchester United fan, and I love the autumn stretch of October and November when the London Film Festival and the London Jazz Festival overlap — film and music being two of my other lasting loves.
I also have a home in Abruzzo, in rural Italy, where I plan to end up one day, living a simpler life than the one I lead now.
Plan first. Money and everything else comes after. We can all get better at knowing ourselves — I don't think there's a better way to do that work than through the EVOKE process. And ultimately, the present is what counts, because it's the only thing any of us are actually guaranteed.
What I believe and what's important:
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It is the ongoing process of planning that is important, not an actual plan
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Focus on what you control
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We all need help in some way
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We must know ourselves as best we can. We can all improve our self-awareness
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Happiness is the wrong goal
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Focus on things we know make us feel good and give our lives purpose and meaning
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Having lots of money is also the wrong goal
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Getting your life/balance right is impossible without a plan
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We get in our own way
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We are bad at prioritising
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Money is more emotional than people think
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Your past doesn't equal the future
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EVOKE is the only way to work it out. Plan first, money and other stuff next.
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The present is what counts as its all we 're guaranteed in life
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Time is precious
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Without our health, nothing much matters
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Our kids and what we teach them is the most important job in the world
I have been featured in the following publications in last 2 years:
