Ongoing support

Stay sure, month after month.

The tools I use with clients, built by me, so you can keep your money on track yourself. And when you want someone in your corner, I'm there too.

See what's inside

1-1 coaching

DIY Member £35 a month · 1-1 coaching £350 a month

DIY Member · £35 a month

Every tool answers a question you're already asking.

Built in house from ten years in accountancy and advice. Plug in your own numbers and see the answer.

Accumulation planner

"How much do I need to save to hit my goals?"

Set your goals and see exactly what you need to put away each month to get there.

Drawdown planner

"How do I secure a tax-efficient retirement?"

Plan your retirement income year by year, drawing from the right pots in the right order to keep more of it.

Budgeting tools

See where your money goes, and how to cut back to meet your goals.

Income planner for company owners

The most tax-efficient mix of salary, dividends and pension for your limited company.

Car salary sacrifice

Find out what a car through your employer's scheme really costs you.

Pension contributions and carry forward

How much you can pay in this year, including unused allowance from the last three.

Pension charge comparison

Compare what providers charge, and see what the difference adds up to over time.

+ many more

New tools are added as clients ask new questions.

DIY Member

£35 a month

Every tool above, plus the monthly live Q&A and the newsletter.

Become a DIY Member

1-1 coaching · 3 months

From every wrong money move to complete clarity.

Coaching is accountability. A proven 3-month method, with me checking in every week, until you understand your money and the right habits stick for good.

The 12 weeks

Drag through the weeks, or press play.

Every week: a check-inA call with me

Day one

Every bad decision under the sun.

Spending on autopilot, pensions unopened, decisions made in a panic. That's fine. It's where most people start, and there's no judgement here.

Financial clarity

Your money habits

✕ No idea where the money goes
✕ Spending first, saving what is left
✕ Old pensions scattered and ignored
✕ Paying tax you do not need to
✕ Panic moves when markets dip
✕ Putting it off, again

What accountability looks like.

Weekly check-ins
A quick message every week, so nothing slips.
Calls every 1 to 2 weeks
Time on video to work through what has come up.
Hand-holding on big decisions
You never commit to anything without a second pair of eyes.
Done with you
We sort the paperwork and the steps together, so it actually gets done.
Behavioural finance
The habits and feelings behind your money, not just the numbers.