Whether the focus is building personal wealth, improving financial structure, strengthening a business or making more informed decisions, the starting point is always the same: understanding where you are now, what you want to achieve and what needs to happen in between.
Led by a Chartered Accountant and former Banking & Finance professional, Fis is an award-winning educator with extensive experience working with individuals and business owners looking to turn their financial goals into results.
Private coaching provides the space to build a strategy around your circumstances. Our work doesn't end with the plan; over the course of our time together, we'll work through implementation, review your progress and adapt your strategy as your circumstances develop.
For individuals ready to take greater ownership of their finances and build an intentional strategy around their income, wealth and longer-term goals.
YOUR PROGRAMME INCLUDESComplete a short application to provide a view of your current position, priorities and support you're seeking.
If your needs match our offering, you'll be invited to a 60-minute Strategy Consultation to explore your circumstances, goals and priorities.
Following the consultation, I will recommend a programme length & level of support best suited to you.
If you proceed within 7 days, your consultation fee is credited towards your programme before we complete onboarding and begin your plan.
The consultation gives us the opportunity to explore the areas where you need support, identify where I can add the most value and determine the programme structure best suited to your circumstances before committing to a longer-term plan.
This is a coaching session in its own right, with exploration at the forefront. You'll leave with greater clarity around your current position, priorities and the areas that require your attention, regardless of whether you choose to continue into a longer-term programme.
A limited number of one-off 1:1 sessions are made available for short periods during the year for those who have a specific financial area they would like to work through in a single session. Availability is not continuous and, when the calendar is closed, there is no waiting list or confirmed reopening date. Please use the link below to view current availability rather than emailing to request future dates.
This has been transformational for me. I can't express how thankful I am for the time you've given me through this process and how much progress I've made so far. I'm now continuing my investing journey solo and so happy to be debt free.
Thank you for every piece of information you shared. This has been so insightful for us and way more beneficial than we anticipated. We're grateful to have started the business on a strong foot and avoid many of those mistakes that could have been detrimental. We can't recommend you enough.
Fis has been exceptional in a short span of time. Whilst a lot of my progress has been driven by the knowledge she shared, she also gave me the confidence to take action where I'd originally been hesitant. The best investment I've made in a while.
Really informative. I've mainly been concerned with putting my high income to good use so I appreciate all the information shared. Whilst I done my due diligence beforehand, you gave a lot of insight I couldn't find online or through other resources.
Fis took me through a comprehensive roadmap during my business restructure. I'm so early in business that I didn't truly know the impact of the decisions I planned on making. Not only have I learnt so much, but also saved myself a significant amount of money in the process. Fair to say this has been worth every penny.
I'm sad our time is coming to an end but I am so so thankful for everything. My finances are night and day versus where we started and I generally feel so good about what's next. Thank you so much.
Private Coaching is designed for individuals and business owners who want more than a one-off conversation about their finances. It is best suited to those looking for personalised support to understand their current position, build a clear financial strategy and work through the implementation of that strategy over time. The programme is tailored to your circumstances, so you do not need to have everything figured out before applying. What matters most is that you are ready to engage with your finances and make meaningful progress towards your goals.
Personal Financial Coaching focuses on your individual financial position. Depending on your circumstances, this may include areas such as spending, saving, debt, investing, pensions, financial planning and longer-term wealth-building. Business Financial Coaching focuses on the financial position and priorities of your business. This may include financial structure, understanding your numbers, cash flow, financial efficiency, tax considerations and the financial implications of commercial decisions.
You do not need to decide this before applying. The appropriate programme length will depend on your current position, the areas you would like support with and the level of implementation and ongoing review required. Following your Strategy Consultation, I will recommend the programme length and level of support I believe is best suited to your circumstances. The final decision on whether you would like to proceed remains yours.
Your application will be reviewed to understand the support you are looking for and whether your needs align with the Private Coaching offering. If there is a suitable fit, you will be invited to book a 60-minute Strategy Consultation. Following the consultation, where appropriate, you will receive a personalised proposal outlining the recommended programme structure, investment and next steps.
The Strategy Consultation is a 60-minute session focused on understanding your current position, the areas where you need support and the financial priorities you would like to address. It is also a coaching session in its own right. You will leave with greater clarity around your circumstances and the areas that require your attention, regardless of whether you decide to continue into a longer-term programme.
That’s completely fine. There is no obligation to proceed with a coaching programme following your Strategy Consultation. If a programme is recommended, you can decide whether the proposed structure, support and investment are right for you. You are also welcome to revisit Private Coaching in the future. Proposals are valid for 30 days to allow us to manage client availability. If your proposal has expired, you would need to book a new Strategy Consultation before a new programme can be offered.
Yes. A limited number of one-off sessions are available separately from the Private Coaching programmes. These sessions are best suited to a specific financial question or area you would like to work through in a single appointment. If you are looking for broader support, implementation and ongoing review across several areas of your finances, Private Coaching is likely to be the better fit.
