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.

Book your free money call now
can i retire on 200k

About me

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. .

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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

Find out more

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

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What our life and financial planning clients are saying
Alan is a friendly, supportive and empowering financial coach and guide; offering the tools and clear direction necessary to understand your financial circumstances, an optimised and realistic future and the route between the two. Alan has enabled me to be able to make informed choices with confidence
SteveSheffield
I really enjoyed the "what do I want to achieve exercise". All the presentation was very accessible and very helpful to have extra resources to refer to. Thank you and nice shirt!!
Workshop ParticipantLondon
Alan delivered an informative and engaging session to staff in our organisation. It was so good that we are having him back again! Feedback from our staff members included that the session was informative and that it made money less of a mystery. Alan’s approach helped reveal a way of thinking around money that links it to how it can give you the freedom to reach your overall life plans and goals.
HR AdvisorCharity
Working with Alan has been hugely helpful in helping me better understand how I can take better control of my finances. I especially appreciate the focus on helping us become financially literate so that we can manage these things for ourselves in the future. Thanks so much Alan.
GiseleCharity Worker
Alan was really helpful in outlining the different options available to me and demystifying financial planning in general. Our sessions were tailored to my needs and gave me a clear idea of how I can proceed in terms of day-to-day financial management and working towards longer-term goals.
Aid worker
I would highly recommend Alan for financial advise. He helped me understand the often baffling world of finances in an accessible and digestible way. As a result of his advise I feel far more confident in my finances and my future financial security.
AlexNot for profit sector
Alan’s advice was invaluable. He gave me clear and very simple suggestions about different aspects of my financial wellbeing. One of his great skills is his ability to listen and understand what may help his client even when the client is unsure. I would very happily go to Alan again if I needed financial advice.
MarkAid worker
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