I am one of the UK’s leading Financial Planners. For the last 20 years I have been helping wealthy families manage their financial planning affairs. However, I realised there were many people who did not feel comfortable reaching out to a Financial Planner, either because they did not feel they earnt enough, had enough or were just put off by the term ‘Wealth Manager’.
So I decided to turn my attention to help those individuals and families make better money decisions, my system is outlined in my book The Money plan, and I am on a mission to help 1 million people create financial independence; independence from the worries of paying the bills and making ends meet.
I’ve been a Financial Planner for over 20 years! I love to crunch the numbers, create financial plans and solve problems. But I also have a passion for psychology and human behaviour because early on in my career I noticed that some people would implement what I showed them and have great results, whilst others failed to commit to a program and ‘failed’.
I’m a Chartered Wealth Manager, Certified Financial Planner and I have a Masters’ degree in Financial Planning and Business – the logic of financial planning is in my DNA, I love it.
I have won the Chartered Institute for Securities & Investment (CISI) Certified Financial Planner of the Year and CityWire has rank Lexington Wealth as a Top 100 firm two years in a row.
But at the same time as starting my career in Financial Planning and Accountancy, I embarked on a journey of self-development and coaching. Training to the highest level with some of the worlds best authorities; Tony Robbins, Richard Bandler & Paul McKenna.
I enjoy this so much and found it helped my clients and me, that I qualified as a Master NLP Practitioner and Trainer, a practitioner in Hypnosis, TFT and Havening.
When I combine the right brain; practical and logical approach of Financial Planning with the left brain holistic approach of psychotherapies, I really understand the individuals and their behaviour.
It’s a brilliant combination, which has helped hundreds of people across the UK.
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