Discovery
Free 30-minute call
A first, easy conversation. You tell me what's on your mind; I'll tell you honestly whether I can help, and where to look if I can't. No sales, no pressure.
- Plain talk, no jargon
- Honest scope
- Suggested next step
How I help
Different starting points,
the same patient path.
Pick the door that feels closest to where you are right now. We can always adjust as we go - that's rather the point.
For SEN families
Planning for the long road
I'm a SEN parent. I draw on my own journey and the families I've helped to share what truly matters: benefits, trusts, wills, transition to adulthood, and planning for when you are not here.
- Benefits & entitlements
- Trusts, wills, future-proofing
- Transition to adulthood
New to UK finance
How the system actually works
Payslips, pensions, ISAs, tax, National Insurance. The things you were supposed to 'just know' but no one taught you. Built for immigrants and young professionals starting out.
- Pensions & ISAs demystified
- Tax & NI basics
- Building from your first payslip
1:1 coaching
A patient thinking partner
Ongoing sessions where we map your situation, set priorities and walk the path together. Steady, structured, and entirely yours.
- Money goals & priorities
- Plain-English plans
- Accountability without pressure
Free, always
The newsletter
Long-form writing on personal finance - much of what will end up in my book finds its way here first. Free to read, free to share.
- Long-form essays
- Real examples
- No ads, no products
Daily
Shorter prompts, reminders and small lessons - like a note from a friend who happens to be a Chartered Accountant.
- Tiny lessons
- Question prompts
- Behind the scenes
Start with a conversation.
Thirty minutes, no cost, no obligation. We'll see if it's a fit.
Book a free discovery call