A financial life planner based in Woking, Surrey, UK
I help simplify money so that you can get on with your life.
Hi, I’m Alan, the founder of financially happy.
I’ve worked on my finances for over 15 years and learned a lot along the way.
I started my journey in my early 30’s when it dawned on me that I needed a serious approach to financial planning if I was going to reach anything like a comfortable retirement (and not have to work forever).
I realised early on that saving my way to financial security would be tricky without concrete action, so I started learning everything I could about saving, investing, and becoming financially independent.
Of course, kids and mortgages have made the path a little bumpier, but I have still been able to make full-time work optional now.
More recently, I’ve started my own business as another way to reach financial security and then freedom while creating a job I never need or want to retire from!
My mission is to provide you with all the support, guidance and planning you need regarding your life and finances so that it can be as stress-free as possible!
I want to help you make the most of your money by creating wealth in every area of your life, not just your bank balance leading to a great life now and into retirement without any worries.
I have had a varied career across the private and public sectors and, more recently, in humanitarian work worldwide.
My work experience in the humanitarian sector included managing large budgets for international NGOs in complex environments, including financial risk management, due diligence and compliance issues.
Wanting to help others with their financial life planning motivates me every day!
My qualifications include
- Octopus (previously Hatch) accredited financial coach
- Wise Monkey financial coach practitioners’ certificate
- Academy of Life Planners – Accredited GAME Plan practitioner
- MSc Poverty reduction and development management
Financial freedom is a goal that many of us share, but it’s hard to know how to get there.
We’re all bombarded with financial jargon, fees and advice, making it difficult to know what steps you should take next.
Working out where you are financially and what you need to do now and for the future can be confusing and overwhelming.
At Financially Happy, I can help guide you through creating a life and financial plan for wealth, health & happiness so that you can enjoy life now while building a secure future for yourself and your family.
By working together, we’ll create an actionable step by step GAME PLAN based on your specific goals so that each day will be one step closer to living the life of your dreams.
If you no longer want to feel trapped by a job you hate, broke or lack confidence in what to do next, you’re in the right place.
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,
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!!
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.
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.
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.
I would highly recommend Alan for financial advice. He helped me understand the often baffling world of finances in an accessible and digestible way. As a result of his advice I feel far more confident in my finances and my future financial security.
Financial coach UK, Financial coaching UK, personal finance coach UK