WOuld you like to be financially HAppy?
I help mid career professionals create more money, time and happiness in their lives.
Build your financially secure life now, waiting will cost you far too much.
Hello, I'm Alan,
a life and financial planner based in Woking, Surrey
Hello! I’m Alan, your friendly life and financial planner.
Life is complicated enough without worrying about money as well.
How you use the money that comes into your life can create stability and security or the opposite.
How can you start saving, investing and creating more wealth while avoiding the big mistakes?
Having the vision, mindset and skills to plan and manage your money better will play a key role in achieving wealth, health and happiness.
Together, we’ll simplify your finances so you can get on with your life, stop making money mistakes and look forward to a bright, happy future.
Say a hearty hello to financial stability and all the life and money management skills you wish you’d had for years. .
Create wealth in every area of your life
Life and Financial PLanning For Mid career professionals
Free yourself of money worries.
Be money happy!
Wave goodbye to money stress and financial anxiety
Life and Financial PLanning For Companies & their teams
Money wellbeing for staff
Build your staff’s financial confidence to reduce their money anxieties and you boost their concentration and focus
Starting over at 60 with nothing may feel like it’s going to be a tough slog.
Maybe you think your best years are behind you, but where there is a will, there is a way.
You could retire at 55 with 300k as long as you knew that this would provide for the lifestyle you wanted. You would figure this out by understanding what good looks like and costs. Once you know this, you can determine if or what 300k will provide in retirement to support that lifestyle.
The best business to start at 40 is likely to be a combination of something you are good at, love doing, the world needs, and people will pay you for. In essence, work that doesn’t feel like work.
If you want to get some extra income, pursue that passion project or leave your 9-5, then starting your own business might be the way to make it happen.
How much should I save each month UK to make sure I don’t end up regretting it later?
Finding your savings Goldie locks level might well make or break a dignified, independent, optioned filled later life.