Leicester
I am a diploma qualified financial adviser and certified financial coach. My passion is to help people make better financial decisions, through financial education and empowerment to improve your financial wellbeing.
Work with me to:
Understand money so you can make better decisions now &
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What do you love most about your job?
I love helping people to understand their money - and empower them to do more.
I am passionate about improving financial literacy and increasing awareness of money & financial tips.
What inspired you to start your own business?
I work part-time for an employee benefits organisation, but I want to increase my impact to include clients who don't have access to financial guidance through their work.
Why should our clients choose you?
My aim is to improve how people feel about their money, whatever their starting point. My values include honesty and integrity - people can be reassured that I will do the best I can for them.
Can you provide your services online or remotely? If so, please add details.
Yes, I aim to work online, it makes things more accessible and I can increase my reach (without the need to travel).
What changes have you made to keep your customers safe from Covid-19?
Remote working is the way for me. If I do face-to-face, I will ensure all guidance is followed.
Financial Health check - Transitions
Focused on helping you stay in control of your finances at a time of change:
• From redundancy coming back to work
• From work to retirement (& beyond)
• From employment to maternity leave
• A significant change (up or down) in your income
• From employment to self-employment
I will answer the questions most on your mind.
Additional:
Create a budget that will serve you well during the transition
Financial Health check / MOT
Understand tax free savings & investment allowances in the UK
Answer those nagging questions about money, pensions & personal finance
Increase awareness of your money habits
Additional:
Create your financial empowerment plan tailored for you– what you want and how you can get it.