Planet Positive Planning Ltd

About

Do you want to take control of your financial future? Do you want unbiased guidance and support, without being sold specific products? Do you care about the planet? If so, please read on to find out more about how I can help.

We begin with a journey into understanding what matters most to you, your purpose and your values, to create some meaningful life goals. Once we understand your why, I then offer tools, resources and support to help you confidently take control of managing your own life and finances, to achieve your favourite future.

Unlike what traditional wealth managers or investment advisers may say, I believe your biggest asset is you - so a key part of the process is evaluating what you do to earn a living, whether you are making the most of your talents, and whether it aligns with your purpose and values. To plan for financing your future, we consider in combination how you earn living, how you generate income, what you spend, how you invest your financial assets, and how you climb the property ladder too.

As the company name suggests, I also focus on how best you can invest your time and your money for the benefit of the planet. The output is a sustainable life and financial plan that helps support a better life for you and a better world, and accompanied with the coaching to support you putting this plan into action.

I offer both an intensive service of weekly or fortnightly calls, or a monthly pay-as-you-go service. I can also offer a one-off financial concierge service, to discuss a topic of your choice.

Importantly, I do not sell or recommend you financial products, so I can offer you a completely independent and unbiased opinion. I can also be a trusted partner on your side of the table, when speaking to a financial adviser, to help provide you with a second opinion.

I'm just starting out, and so am offering my service at a discounted price to begin.

Please get in contact with me through details on my website or Linked-In, if you'd like to find out more.

 I sell financial planning services, I do not sell financial products
 I provide generic financial planning advice, I do not provide specific investment advice
 I aim to empower, coach and educate you to be better able to make your own financial
decisions, I do not make financial decisions for you
 I charge on a flat fee basis only, and not as a percentage of your investments
 As a result, I am genuinely independent, and can act with your best interests in mind

As defined by PERG 8.26 - FCA Handbook, these services do not require FCA regulation. My services fall under general consumer laws in the UK (see website for further information).

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