Looking for Financial Advice? Here’s What You Really Need.
Many people come to Bark searching for financial product advice—whether it’s investments, pensions, or insurance. But before you buy a product, it’s essential to ask:
Is this product truly right for me?
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What do you love most about your job?
What Do I Love Most About My Job?
The simple answer? Helping people take control of their financial future and watching them thrive.
I love seeing the relief, confidence, and excitement that comes when someone realises they have the power to shape their financial life—not just react to it. Money can feel complicated, stressful, and sometimes overwhelming, but it doesn’t have to be. My job is to break it down, make it clear, and show you how to turn your cashflow into real opportunities.
One of the most rewarding moments is when a client goes from feeling uncertain to feeling empowered. Whether it’s:
✅ A young professional building their financial foundation,
✅ A family securing their future,
✅ An entrepreneur creating a business plan, or
✅ Someone preparing for a fulfilling retirement,
…it’s incredible to see people take action with confidence, knowing they’re in control.
I also love that my approach is different. I’m not here to sell products or push investments—I’m here to educate, guide, and support. Financial planning should be transparent, accessible, and built around what YOU want from life.
That’s what makes my work so meaningful. Every day, I get to help people make smarter financial decisions, reduce stress, and create a future they’re excited about. And that, for me, is the best part of the job.
Your future is yours to design—let’s make it happen together. ?
What inspired you to start your own business?
What Inspired Me to Start My Own Business?
I started my own business because I saw a real need for financial planning that puts people first—without sales pressure, confusion, or hidden agendas.
Too often, financial advice is tied to selling products rather than solving real problems. Many people feel left out, unsure where to turn for honest, practical guidance that empowers them rather than locking them into costly services. I wanted to change that.
My goal was simple: to create a transparent, accessible, and empowering approach to financial planning—one that helps people understand their options, take control, and make informed decisions with confidence.
I believe financial security isn’t just about numbers; it’s about peace of mind, freedom, and having a plan that truly supports the life you want to live. That’s why I built my business—to help people like you gain clarity, take action, and create the future you deserve.
Your financial journey should be yours to control—I'm here to help you make it happen. ?
Why should our clients choose you?
Why Choose Me?
Because your financial future should be in your hands—not dictated by sales targets or confusing advice.
I offer clear, transparent, and empowering financial planning that puts YOU in control. Unlike traditional financial advisers, I’m not here to sell products or push investments. My focus is on guiding, educating, and supporting you so you can make informed, confident decisions about your money.
Here’s what makes me different:
✅ A Flexible Approach: Whether you prefer DIY planning with my tools or a collaborative strategy, I tailor my support to your needs.
✅ Honest & Transparent: No jargon, no hidden fees—just clear, straightforward guidance that works for you.
✅ Comprehensive Support: From cashflow and investment coaching to retirement and estate planning, I help you build a plan that fits your life.
✅ Holistic & Inclusive: I look beyond just finances, helping you align your money with your values, well-being, and long-term goals.
With me, you’re not just getting financial advice—you’re getting a trusted partner who will help you gain clarity, take control, and build the future you want.
Your financial journey starts here—let’s make it happen together. ?
Can you provide your services online or remotely? If so, please add details.
Can I Provide My Services Online or Remotely?
Absolutely! Wherever you are, I’m here to help—remotely and on your schedule.
I offer fully online financial planning and coaching, making it easy for you to access expert guidance from the comfort of your home, office, or anywhere in the world.
How It Works
✅ Virtual Consultations: We’ll meet via Zoom or phone at a time that suits you, ensuring personalised support without the need for travel.
✅ Digital Planning Tools: With my online tools like HapNav and Voyant, you can explore financial scenarios, create plans, and take control—all from your device.
✅ Ongoing Remote Support: Whether you need a one-off session or ongoing coaching, I’m just an email or video call away.
✅ Secure & Accessible: Your financial planning is managed through secure, user-friendly platforms, giving you full control over your data and decisions.
Why Go Remote?
Convenience: Get expert guidance without disrupting your routine.
Flexibility: Choose the level of support you need, from DIY tools to fully guided planning.
Access from Anywhere: Whether you’re in the UK or abroad, I’m here to support you.
Wherever you are, you’re never alone on your financial journey. Let’s take the next step together—remotely and on your terms. ?
What changes have you made to keep your customers safe from Covid-19?
Keeping You Safe While Supporting Your Financial Journey
Your safety is my top priority, which is why I’ve made key changes to ensure you can access expert financial guidance with complete peace of mind.
Fully Remote; Contact-Free Services
✅ Virtual Consultations: All meetings are now held via Zoom or phone, so you can receive support from the comfort and safety of your home.
✅ Online Financial Planning Tools: From HapNav to Voyant, you can securely access powerful planning tools without needing to meet in person.
✅ Secure Digital Communication: Whether through email, video calls, or secure document sharing, you can manage your financial journey safely and conveniently.
Flexible; Accessible Support
No travel, no unnecessary risk—just reliable, expert guidance whenever you need it.
I’ve adapted my approach to ensure you still receive personalised, high-quality support despite the challenges of Covid-19.
Your financial planning doesn’t have to wait. With safe, remote solutions, I’m here to help you take control of your future—without compromising your well-being. ?
1. Self-Directed & Collaborative Financial Planning
The power to plan—on your own or with expert support.
I offer a flexible approach to financial planning, ensuring you stay in control while getting the right level of support:
✅ HapNav – The Cost-Effective DIY Financial Planning Tool
If you like to manage things yourself, HapNav gives you an easy-to-use framework to plan your finances independently.
Designed to help you forecast your financial future, it’s a simple yet powerful tool that brings clarity and structure to your decision-making.
✅ Guided Financial Planning
If you’d like a more collaborative approach, I offer one-to-one support to help refine your strategy and make sense of the numbers.
Together, we’ll craft a financial plan that fits your needs, balancing independence with expert insights.
✅ Voyant Cash Flow Modelling – Advanced Financial Forecasting
For a deeper level of financial insight, I provide access to Voyant, a professional-grade cashflow modelling tool.
We’ll use this to explore different scenarios, from retirement planning to investment strategies, ensuring you’re prepared for the future.
2. Wealth Planning & Investment Coaching
Your wealth, your way—empowered decision-making with expert support.
✅ DIY Investment Coaching
If you prefer to manage your own investments, I provide guidance and coaching to help you build a strategy that aligns with your goals.
You’ll learn how to evaluate investment options, manage risk, and grow your wealth with confidence.
✅ Connecting You with Trusted Wealth Managers
If you require regulated financial advice, I can introduce you to trusted, ethical professionals who align with your values and needs.
✅ Alternative Asset Planning
Not all wealth is in traditional investments—I help you strategise around property, international assets, and non-regulated financial opportunities.
3. Retirement, Estate & Legacy Planning
Plan for tomorrow with confidence.
✅ Retirement Planning
Understand how to optimise your income in retirement—whether through pensions, savings, or alternative income sources.
We’ll create a retirement roadmap that ensures financial security and peace of mind.
✅ Estate & Legacy Planning
Plan how to protect and pass on your wealth in a way that reflects your values and supports your loved ones.
Guidance on inheritance tax, wills, and trust structures, ensuring your legacy is well-managed and aligned with your wishes.
4. Debt & Cashflow Management
Free yourself from financial stress and take control of your money.
✅ Debt Reduction Strategies
If you’re dealing with financial pressures, I help you create a realistic plan to reduce debt, manage repayments, and regain financial freedom.
✅ Smart Cashflow Management
Learn how to budget effectively, prioritise spending, and ensure your money is working for you—not the other way around.
5. Entrepreneurial & Business Planning
Turn your skills and passions into financial security.
✅ Building Sustainable Livelihoods
I help aspiring entrepreneurs, freelancers, and self-employed individuals create a financial plan that supports their business goals.
Together, we’ll explore ways to generate income beyond traditional employment and build a sustainable, fulfilling livelihood.
✅ Monetising Your Skills & Assets
Whether it’s starting a business, investing in property, or leveraging other income streams, I help you maximise opportunities and minimise risks.
