Take Your Finances to the Next Level

If I offered to help you become wealthy, and retire sooner and richer; without any get-rich-quick scams, or risky investments AND it only took a few hours a year to manage... would you take me up on that offer?

Let's talk

It Doesn't Need to be Complicated

The financial service industry wants you to be terrified of your own money. But when you break it down, managing and investing your own money isn't that complicated. 

I can show you how to manage and invest your money so it grows enough for you to live off. 

I know because I've done it myself. 

Imagine being able to do whatever you want, whenever you want, wherever you want. 

That's the power financial freedom can give you.  

Control 

Do you want control over your most precious resource, time?

Freedom 

Want the freedom to do what you like with your day? Passion projects, hobbies, family.

Confidence

Want to know exactly what your investment plan is, why, and what to expect?

Confidently Manage Your Money

Book a free, no-obligation call to see how I can help you.

Book a Call

Let Me Tell You a Story...

I started my investing journey when I was 20 (because I'm a nerd), and it took 12 years of luck, hard and smart work, and sticking to a plan before I was able to choose whether or not I worked ever again. 

I reckon if I had to do it again, I could probably achieve the same in 5-7 years. 

I wasn't "rich" in terms of net worth, but I could generate enough income from my investments to sustain my life. 

I had exactly what everyone should be striving for: Enough

It's allowed me to do things like:

  • Take a year off to travel around SE Asia
  • Train 3 times a day in Thailand (the Soi in Chalong for those in the know)
  • Spend far too much time each day falling into YouTube rabbit holes
  • Train full-time for the Commonwealth Games (injury ruined that)
  • Create a business that I love, working with people I care about

 

You work hard and smart. You're not stupid with your money. You've achieved a level of success a lot of people would love to achieve. 

So why are you worrying about your finances?

  • Guilt over not doing more with the money you have?
  • Fear you haven't saved enough for the future?
  • Worried you aren't setting your kids up for life?
  • Terrified of having to work for the rest of your life?

These are all normal concerns, and we can fix every one of them. 

 

Take my client Steve (made-up name) for example. He was doing very well but hadn't paid much attention to his long-term future and was starting to worry he'd somehow wasted all his money. He had a lovely family, nice house, nice car, but not much in his ISA or pension pot.

We were able to put together a plan that allowed him to save for Future Him, so he could retire on his terms before he was 55. We set up an investment plan for his kids so they could buy their own home far earlier than he could. We created an investment strategy so he knew exactly what he was doing with the money that came in. 

Steve became confident he could hit his financial goals and is now capable of keeping himself on track for the next decade of investing. 

Investing is Simple.

It's not easy, but it is simple. 

Spend less than you earn.

Invest the surplus.

Wait.

 

Master your Finances for Lasting Success

It doesn't matter if you hate numbers, or the idea of investing is completely new to you. I'll show you a step-by-step system to increase your surplus income each month, invest that surplus, and eventually be able to live off your investments

You don't have to become a day trader or a crypto fanatic. You don't have to spend your time dealing with tenants or staring at charts all day. All you need to do is follow a system that works for you. 

When I first started, I went in for all the 'get-rich-quick' schemes. 

Forex trading, day trading, property seminars, investment training... it was all rubbish. 

What I learned along the way is a system that has stood the test of time. The 80:20 principle is true with investing. You can get 80% of the results with only 20% of the effort if you apply that effort intelligently

My goal is to share the benefit of my two decades' worth of investing experience so you can shortcut your success. 

I don't care what you invest in. Property, shares, gold, crypto, businesses, cars, wine... What matters is having a strategy in place that results in you achieving your financial goals. 

That's what we'll build together - your very own, bespoke investment strategy, targeting your specific financial goal

Achieve Financial Mastery with Our 1-2-1 Consulting Service

 

Personalised Financial Coaching for Your Unique Journey

Take control of your financial destiny with our tailored 1-2-1 consulting service. Whether you're looking to optimise your personal finances or a business owner seeking holistic financial health, we provide the expertise and support you need to confidently navigate your financial journey.

 

Key Features

Initial Set-Up: We start with a comprehensive review of your financial situation, including income, expenses, assets, and liabilities. This foundational analysis sets the stage for effective planning and growth.

Personalised Financial Planning: Together, we'll build a customised financial plan that aligns with your goals and risk profile. For business owners, we also review your business finances to ensure a holistic approach to financial health.

Regular Consultations: Benefit from up to two 90-minute video calls per month. These sessions focus on reviewing progress, refining strategies, and addressing any emerging challenges.

Continuous Support: Enjoy unlimited email support between sessions to address urgent queries and receive ongoing guidance.

Post-Consulting Package: After the initial consulting phase, opt for a flexible package of four 60-minute calls, usable within 12 months. Each call includes recordings and detailed notes to ensure continued value and support.

 

Pricing Options

  • £1k One-Time Set-Up Fee: To kickstart your journey.
  • £1.5k per month: Includes 2 monthly calls, 90 minutes each, plus unlimited email support.
  • £1k per month: Includes 1 monthly call, 90 minutes each, plus email support.

 

Why Choose Our 1-2-1 Consulting Service?

Expert Guidance: Benefit from the knowledge and experience of a seasoned financial advisor.

Tailored Strategies: Receive a customised financial plan designed to meet your unique needs.

Holistic Approach: Address both personal and business financial health.

Ongoing Support: Access continuous guidance to navigate any financial challenges.

Proven Results: Join the ranks of satisfied clients who have achieved financial mastery.

 

Take the First Step Today

Book a free, no-obligation call to discover how our 1-2-1 consulting service can transform your financial future.

Book A Free Call

The Most Important Part

You must leave this page understanding one thing. You can absolutely manage your finances and investments, and achieve results comparable to and better than the professionals, all with minimal time and effort. 

  • You don't need to be rich already
  • You don't need to be a genius
  • You don't need to gamble on high-risk investments
  • You just need to take consistent actions over time that will inevitably lead you to becoming wealthy. 

The crucial thing is that you MUST START SOON!

What You Get

  • Take Control of Your Finances
  • Start Investing for Your Future
  • Create an Investment Plan
  • Build an Asset Allocation Model
  • Develop Short, Medium and Long-Term Strategies
  • Step-by-step Guidances Through Investing Platforms
  • Gain Confidence in Managing Your Investments
  • 1 or 2 x 90-Minute Calls Monthly (package dependent) 
  • Unlimited Email Access Throughout
  • 20' Emergency Calls as Required

Here's Why You Should Sign Up Now

The best time to start investing was 20 years ago. The second best time to start investing is today! 

Don't wait and miss the opportunity to take control of your financial future. Every moment you delay could cost you valuable gains and financial peace of mind. The markets won't wait, and neither should you. 

The choice is yours. 

Book in a call

Please note, I am not a financial advisor and the information provided in this service does not constitute financial advice. All investments carry risks, and you should be aware that your capital is at risk. Past performance is not indicative of future results. It's important to do your own research and consult with a qualified financial advisor before making any financial decisions.