Initial consultation
Free for 1 hour.
This will vary depending on your circumstances as everyone’s financial situation is different.
I reccomend to come to the meeting prepared with whatever information you want to share:
- income, expenses
- current investment strategy
- short and long-term financial goals
At the end of it, we’ll identify one or more places where you can improve your financial situation, save more money, make more money, and prepare for an uncertain future.
Potentially, you can gain 100s to 10,000s of pounds.
Starter program
£500 for 8 hours of coaching.
We’ll look at your financial situation from every angle:
- making money
- saving
- investing
- taxation
- retirement planning
The program is divided into a few sessions. They do not have to be 8 equal 1h sessions, as I find a few longer sessions more productive.
At the end of that program, you will have:
- Basic financial knowledge
- Income, expenses clearly listed
- Budgeting plan
- Investments spreadsheet and tracking tool
- Actionable plan for further improvements
One to one sessions
£100 for 1 hour of coaching.
Anything you want to discuss in the financial realm.
I will always try to generate an actionable and measureable plan so you can track the progress of the advice given.