Financial Wellbeing Programme

Are you keen to start saving & investing for your future but don’t know where to start? Are you ready to take the first step towards making your money work for you? Is your hard-earned cash sitting in your bank account being eroded by inflation? Perhaps you’ve been recently bereaved or divorced and are feeling lost at facing a new and daunting money management role? If you’re struggling to get to grips with managing your money, my Financial Wellness Programme is for you. I will lead you along the path to Financial Freedom of Choice starting with the basics of budgeting through to investing in your own portfolio, no size is too small!

My goals are to
– give you the confidence to save & invest
– inspire you to become financially astute & achieve financial peace of mind
– motivate you to identify & achieve goals – for you AND your family
– ensure you have a back-up plan to retire with a comfortable income
– empower you to make informed financial decisions

Our Financial Wellbeing comes not only from feeling stable in the present but secure in the future. Financial Wellness includes our relationship with money, having the skills to manage resources to live within our means, knowing how to set realistic goals, and learning to prepare for eventualities ranging from short-term emergencies to long-term needs. All these vital life skills can only be achieved through knowledge and understanding of our financial circumstances and I will help to guide you towards action – sooner rather than later.

As well as offering workshops for small groups, I know that many of you will have your own individual personal financial circumstances that you wish to discuss on a one-to-one basis, and preferably with another woman. My one-to-one ‘Personal Financial Health Checks’ are tailor-made to suit your needs and will empower you to make your money work for you with your new skills. To start your journey to Financial Freedom, contact me on 00 44 7781 106602 or