I’m Alan a financial planning coach
A financial planning coach based in Woking, Surrey, UK
I help simplify money so that you can get on with your life.
I’m 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 to reach financial security and 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!
What is a financial planning coach and what do I do?
As financial planning coach I help individuals and families create and implement a comprehensive financial plan. I work with clients to set financial goals, create a budget, and develop strategies for saving and investing. I also help clients manage debt, plan for retirement, and prepare for unexpected expenses.
As a financial planning coach, I can help you with the following:
Understand your current financial situation: I will help you understand your income, expenses, assets and liabilities and will help you identify your current financial strengths and weaknesses.
Setting and reaching life & financial goals: I will help you set realistic and specific financial goals, such as saving for a down payment on a house or paying off credit card debt.
Create a budget: I will help you create a budget that aligns with your goals and spending habits.
Investing: I will help you develop a plan for investing your money to help it grow and be ready for your future goals.
Prepare for unexpected expenses: I will help you create an emergency fund and plan for unexpected expenses, such as job loss or medical bills.
Retirement planning: I will help you plan for retirement and make sure you have enough money saved to support your lifestyle during retirement.
Insurance: I will help you review your insurance policies and ensure adequate coverage to protect your assets and family.
Tax planning: I will help you understand how your financial decisions affect your taxes and how to minimize your tax liability.
Money mindset: Help you develop your mindset around
My training and experience include
Octopus (previously Hatch) accredited financial coach
Wise Monkey financial coach practitioners’ certificate
Academy of Life Planners – Accredited GAME Plan practitioner
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.
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