If you're looking for guidance and some hand holding around your finances why not book in for 3 days of support via Whatsapp or Voxer, a free walkie talkie style app where we can voicenote and message each other. You send your questions, I get back to you within 24 hours, often sooner.
It is ideally suited for those who don't want to be tied to video calls, are too busy to schedule Zoom meetings, or dislike the pressure of immediate responses (a shout-out to the introverts who appreciate time to reflect!). You can bring more than one issue, essentially getting a money MOT on the go.
This coaching method offers the flexibility to contact me at your convenience and ask more questions as they crop up.
"The format of being able to send messages when suits was so helpful, I didn't want to add any more meetings to my busy calendar but this fit perfectly around my life"
Feel free to share your questions, feelings, queries or anything that's on your mind about your money, whenever you wish.
"You helped me to realise why my current investment returns weren't great after years of investing in the wrong funds for my risk profile. It helped to open a conversation with my husband about how we can save together and work towards financial goals together. Being a high earner but having such high outgoings, you've been what l've been looking for and I hope to now see my money grow! Thank you so much for your time and I really love the fact you are in the same boat as women like me, young children and a career to juggle with the end goal of wanting to provide a happy life for our families! Thanks again!"
I've worked in Wealth Management since 2011 and my mission is to help give you financial clarity and build wealth
Philly in your pocket£250
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Philly in your pocket£250
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What's Included:
- 3 days' support via Whatsapp or the Voxer app
- Unlimited questions
- Access to a Chartered Wealth Manager who has been in wealth management since 2011
Practical Details:
After completing the checkout by entering your information, you'll receive an email with a few questions to complete to make sure we get the most out of the time working together
Payment Details:
- One payment only
- All pricing is in GBP
- Payment will be charged to your credit card automatically and you'll be emailed a receipt from Stripe or Paypal
- What type of support is included?This is support via Whatsapp or the free Voxer app where you can ask me questions and I will respond to you within 24 hours, often quicker.
I cannot give tax advice so will refer on to a financial advisor if needed. - What is your refund policy?There are no refunds once the 3 days begins.
- What software or other tools do I need to buy to be able to use this?In order to make use of the 1:1 coaching support you will need to download Whatsapp or the free app Voxer
- Why you might want me as your financial coach in your pocketYou’re feeling overwhelmed by what to do with your finances
You don't have family members or friends you can ask about money
You want to focus on making more time for your finances
You’re struggling to make a decision
You want accountability without pressure
You want to run your ideas by a financial professional
You want to try out working with me - the price can be taken off the 3 month package as a special offer