Services
Be more in control of your money than the other way around
Services
Education
With financial literacy finally being part of the UK's National Curriculum, young people should have the foundations in place for a more healthy relationship with money throughout their entire life.
If you or anyone you know needs help with the concepts around money in order to be less intimidated by areas such as
spending, saving, earning, borrowing or investing, just get in touch. There is no situation too simple or too complex that I would not want to help you with.
I can offer either standard lessons on these topics or develop more individual-specific activities to help address any requirements.
Tutoring
You might already have a certain amount of knowledge and confidence about key aspects of money management but feel that some parts are more obscure or tricky and would like to improve your approach and skills.
I can help you get into more detail on specific aspects that present challenges e.g. budgeting tips and tools, planning for university
or getting more familiar with the difference between the price and value
of things or the technicalities of certain calculations, e.g. interest, tax or National Insurance. I can assist in developing your skills and confidence in handling bills and service providers
and establishing a routine of regular reviews.
In addition, I can offer a broader review of risks, not only related to financial decisions
but, also, security and money fraud.
Consultancy
If there is one constant in life, it is the need to deal with money and financial matters, regardless of age or personal circumstance.
With significant change brought about by life events, such as starting a job, getting married, inheriting
or, on the other spectrum, losing a job or getting divorced, people can often feel overwhelmed and either make the wrong decisions or ignore issues. Neither of these will lead to a good long-term outcome.
If you are facing any of these life events or simply want to know
more
about things like the different types of investments
and related risks, insurance
or long-term planning, I can work with you to draw up personal plans
or provide reports or decision frameworks
that can help with your major financial decisions. Ultimately, I would like to help you feel more confident
in your approach to money and achieve high levels of financial literacy.
Important aspects of how I work
No product sales
I will not sell you any financial product.
My business is to help you develop your attitude, skills and knowledge about financial matters, making it easier for you to focus on life instead of worrying about money.
The aim is to help you talk about money in the same way as we talk about the weather!
No financial advice
I do not provide financial advice, as defined by the UK Regulator, the Financial Conduct Authority.
My sessions are entirely focused on your requirements and should guide you towards better financial attitudes and, as a result, an increase in your confidence in making the decisions that are right for you in the long term.
Direct communication
I have a relatively direct communication style and believe that, in order to achieve the right outcomes, you need to be transparent and open about the issues and, in return, I need to present a comprehensive picture, even if at first glance it's not comfortable or it is surprising.
My work is very practical and requires interaction from you and a desire to learn and, if necessary, change.