Expertise
- Finance
- Coaching
- Money Coaching
- money management
- Cash Flow Forecasting
- Pensions
- Budgeting
- Personal Financial Planning
Summary
We typically work with women in their 40s who know that they need to take control of their money to build the financial future and freedom they want.
They want to understand their money and how to get it to work for them, maintaining their independence without being tied to expensive ongoing fee contracts.
We support them to develop a clear plan and make great money choices to build the future they want, in the way they want.
We can provide this support to individuals and to companies (usually delivered through small group coaching).
Experience
-
Fincoco Financial Coaching
Founder
- Current -
CPN Financial Services
Financial Adviser
21 - 100 Employees 2020 - 2024 -
Lothbury Paraplanning
Technical Paraplanner
6 - 20 Employees 2018 - 2020 -
Tallis WM
Paraplanner
1 - 5 Employees 2015 - 2018 -
Royal Navy
Officer
101 - 500 Employees 2004 - 2011
Education History
-
Anthropolgy
Durham
2001 - 2004 -
Applied Meteorology
University of Plymouth
2009 - 2009
Qualifications
Diploma in Regulated Financial Planning
