Feeling financially insecure?

I help mid career professionals create more money, time and happiness in their lives.

Build your financially secure life now because waiting will cost you far too much.

Book your free money call now

About me

Hello, I'm Alan,

a financial coach based in Woking, Surrey

Hello! I’m Alan, your friendly life and financial planner & coach. 

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 money and life skills management skills you wish you’d had for years. .

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Create wealth in every area of your life

Financial Coaching For Mid career professionals

Free yourself of money worries.
Be money happy!

Wave goodbye to money stress and financial anxiety

Apply now

Financial Coaching 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
Steve
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 Participant
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 Advisor
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.
Gisele
GiseleCharity Worker
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.
Mark
Mark Charity 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 connected with Alan to ask for help around understanding my personal financial situation to make informed decisions going forward. Alan provided me with really useful tools and advice to give me a clearer perspective; also hints and tips on better organising my finances. If you need a finance parrot on your shoulder Alan is your man.
JaneNot for profit 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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September 14, 2021 No Comments

There are so many ways to save for retirement, all with advantages and disadvantages over one another.

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Set up your call to start planning your life and financial happiness