“Author of the Amazon number one bestseller, Financial Planning for Entrepreneurs: How to create your own route to financial independence”
Since 2014 I have run a successful financial planning business, helping people make plans with their money and give insight into money management techniques that work. I help people understand how financial planning works, work with them to formulate a plan that gives them financial security and also arrange and manage investments.
I am a fellow of the Chartered Institute for Securities and Investment and also hold an executive coaching diploma and an NLP practitioner certificate. My love of learning doesn't end there, as I am currently studying for an MSc in behaviour analysis, to understand how psychology and neuroscience of emotions affect our behaviour and the way we communicate.
I authored Financial Planning for Entrepreneurs as I wanted to share my experiences and learnings through years of working with business owners as a financial planner. The book covers topics such as finding your purpose in business, working out how to become financially secure, how to protect yourself from bad decisions, how to work out how much to sell your business for and how money doesn't equal happiness. My book is shortlisted for Business Book of the Year 2021.
I'm happy to speak to Podcast hosts who would like an author to come on their show and share their ideas. I can discuss any of my ideas in the book, or experiences running a business & learnings from applying coaching strategies to my own life as well as with my clients.
