Money Pathway

Working with you to create a lifetime plan.

I have launched Money Pathway to offer my help and experience to anyone who feels they can benefit from the clarity and focus that having a workable and relevant financial plan can bring.

Money Pathway | Bespoke Coaching on Lifestyle & Cashflow Services to Businesses & Consumers
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It has never been easier to manage your long-term plan

Money Pathway | Bespoke Coaching on Lifestyle & Cashflow Services to Businesses & Consumers

“I have over 15 years’ experience in a number of roles in financial services and fully appreciate why, to many of us, obtaining and acting on a long-term financial plan can seem daunting and intimidating.”

Claire Evans
Money Pathway
For Advisers

Supporting you to deliver lifestyle planning

Money Pathway offers a range of services and solutions that are targeted at empowering financial planners to maximise the benefits of cashflow modelling, as an integral part of lifestyle financial planning

Money Pathway | Bespoke Coaching on Lifestyle & Cashflow Services to Businesses & Consumers
Money Pathway | Bespoke Coaching on Lifestyle & Cashflow Services to Businesses & Consumers
For Consumers

Bringing more meaning to your money decisions

Financial well-being is important to our sense of fulfilment and happiness but what does this mean? In simple terms it means having an understanding that, even at the toughest times, you are making plans and taking decisions that are in your own interests and will serve you and your loved ones well now and into the future.

Testimonials

Don’t take my word, see what my clients say

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John Carter - Company X Webflow Template

“Simply the best”

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Claire Evans
Investment Advisor
Sophie Moore - Company X Webflow Template

“One of a kind ”

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Claire Evans
Entrepreneur
Andy Smith - Company X Webflow Template

“A game changer for us”

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Claire Evans
Investment Firm
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