Services
Collaborate With Me
I love partnering with individuals and organisations who share my mission of building financial confidence and legacy — especially within underrepresented and creative communities.
If you're looking for an experienced, relatable voice in the world of financial wellbeing, I’d love to hear from you.
Collaboration opportunities include:
Speaking engagements on personal finance, tech industry wealth, or cultural legacy
Podcast appearances or panel discussions
Business partnerships on financial education, community projects, or employee wellbeing
Insight consultancy for financial tools, products, or startup initiatives
Interested in collaborating? Fill out the form and I’ll be in touch.
As a Certified Financial Planner™ working under the 2plan Wealth Management network, I provide regulated, FCA-compliant advice to help you make confident decisions about your money.
Whether you’re:
A tech professional with growing RSUs and bonuses
Planning for early retirement or a career break
Trying to make sense of your pensions and investment options
Looking to protect your family’s future and build generational wealth
…I’ll help you create a structured, tailored plan to meet your goals.
All financial advice is provided under 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority.
Financial Advice
If you’re not ready for regulated advice but still want clarity, structure, and momentum — coaching might be right for you.
The GPS Finance Coaching Program helps you:
Build a clear plan based on your goals and income
Understand your money mindset and spending habits
Get practical with saving, budgeting, investing, and building financial independence
Stay accountable with expert support and a custom roadmap
Coaching packages are available across 2-month, 3-month, and 6-month formats — ideal for high-income professionals, freelancers, or creatives.
Financial Coaching
Frequently Asked Questions
Here you'll find answers to the most common questions I receive. If you don't find the information you're looking for, please feel free to contact me.
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In financial coaching, we embark on a journey to explore your attitudes and behaviours toward money. Together, we set meaningful financial goals, enhance budgeting skills, and delve into the emotional aspects tied to finances. My focus is on guiding you through self-discovery and empowerment, allowing you to take control of your financial decisions.
In providing financial advice, I leverage my expertise to offer recommendations on various financial products, investments, and strategies. I analyse your financial situation, present tailored solutions, and may even manage investments. My goal is to optimise your financial outcomes by applying my knowledge and experience.
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Advisors have spent years to receive the knowledge and experience to provide you with tailored advice to help you achieve your personal goals objectives. This advice is provided as a service to clients and would require a fee to ensure the value provided is reciprocated at a reasonable fee. You don’t pay for financial advice, you invest in yourself using the financial advisor’s expertise
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You should expect a real discussion with someone that cares about your future goals and objectives. From this initial consultant, you should also learn more about what service is suitable for you, as well as what role I can play in helping you reach your goals.
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I have a Level 7 Diploma in Advance Financial Planning with the Chartered Institute of Securities and Investments (CISI), providing my status as a Certified Financial Planner and title as a Chartered Wealth Manager. This title represents my level of expertise, which is separate to my role as a FInancial Advisor for Belvedere Wealth Management.
