Financial planning can help all of us to make considered and improved life choices, not only just about money, but about lifestyle, future dreams aspirations and general wellbeing.
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 along-term financial plan can seem daunting and intimidating. My message is that it doesn’t need to! I have spent much of my life working with people and services that aim to “demystify” financial planning and make it accessible to all, irrespective of circumstances.
I have now 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.
Contact Me
Money Pathway offers bespoke services to financial planning professionals
I work with firms on a collaborative and flexible basis, leveraging my experience and expertise to support them in building and delivering robust and client engaging lifestyle financial planning for their clients. I believe cashflow should be at the heart of any financial plan. I was Head of Client Solutions at Voyant for eight years and have helped countless financial advisers to understand and maximise the benefits of cashflow modelling. I will explain and illustrate features and processes that will really bring a financial plan to life and add value to the relationship with clients.
I can’t promise instant solutions. In most cases, they don’t exist!
What I can promise is to help put you on the right pathway to
feeling better about your finances.
My aim will be to really get to the heart of what matters most...
...and to help you to think about and understand better the three questions that, from my experience are the most commonly asked financial questions:
“will we be ok?”
“can we afford to….?”
“what if…?”
I believe my business is unique
I don’t sell investments or mortgages. I work with people who want to improve understanding of how best to manage their own needs, goals, aspirations and fears and with financial professionals who embrace financial and lifestyle planning and have a desire to improve the way they deliver this to their clients.
