Work With Me

This elite service

is an opportunity for us to partner very closely together to help you fully understand your finances and plan for the future.

We start with an initial telephone conversation so that we can decide whether we are a good fit and for me to confirm that I can help you to achieve your goals. 

Following that initial call – and assuming we both want to work together –  we will have an in-depth, face to face meeting.  My aim is to take care of you not just your money.  During this meeting we will explore where you are now, what you want your life to look like, what your dreams are and what’s stopped you from achieving those dreams up to now. 

I need to know what you want to achieve with your money so that I can give you the best advice and a truly bespoke service.

Armed with all the information from our first meeting, we will work together to develop a step by step plan showing what milestones are needed on your journey to create the life you want.

Using my experience and drawing on a vast network of specialists, I will then help you to find the very best professionals to help you achieve your goals: from tax planners to accountants to investment managers.

Once that’s done

I won’t just leave you high and dry, needing to manage your future finances on your own.  This is an on-going, long term relationship. Your needs and circumstances will change over time; your priorities will change.   I will liaise with and co-ordinate your advisors so that you can be sure that your interests are always protected and your financial future is secured. You and I will partner together to ensure you have all the help and support you need, and to ensure you are always on track to meet your goals.

And whether it’s a purely financial issue or relates to some other aspect of your life, I will be on hand to provide advice, encouragement and support. 

Is this the service you’re looking for?

This service isn’t right for everyone. This is an in depth service and each woman I work with receives a significant amount of my time. As a result, I can only work with a limited number of women each year.

If you would like to be considered for this service, please email me at [email protected] so we can set up a convenient time to discuss your needs. 

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