Wise Monkey Financial Coaching

The gift of giving

I want to share with you the most profound and inspirational story about one of my clients. She first came to see me just over 3 years ago, having inherited money and wanting to experience self-empowerment. Her wish was to do something with the money which was meaningful to her. To extract purpose and meaning from the money that was not entangled in emotional connections to money in her family. She was aware that over time her relationship with the money had become tense and uncomfortable, sometimes tainted by shame and guilt - she wanted to heal this along the way.

I'm thrilled by the progress she's made. The way that her relationship with money has changed. How she has carefully and methodically selected the right investment approach, and advice, to have confidence that her money is working well for her and aligned to her goals and integrity. How she is gaining confidence in her understanding of the complex financial landscape. And is standing in her power in so many different ways.

But, I'm especially proud of ...

What the ELLE is Financial Coaching?

Having worked with clients in a coaching capacity for over 15 years now, I know that Financial Coaching changes people’s lives for the better. Often the reason for someone’s money problems is rooted in their relationship with, and attitudes towards, money rather than their knowledge and understanding of finance.

What I also know is that unfortunately the vast majority of people still don’t know that financial support outside of traditional advice exists.

That’s why I was delighted when ELLE, the world’s best-selling fashion magazine, asked to come and experience a Financial Coaching session.

You can read Alex Holder’s full write-up here: Meet the money doctor who will change your life.

My journey from financial adviser to coach - NextGen Planners Podcast Interview

I recently had the pleasure of being interviewed for one of the NextGen Planners Podcasts.

If you haven’t heard of NextGen Planners, check it out. It’s a community founded by young financial planners, focused on creating an informal way for young advisers to share ideas, best practice and develop skills outside of the profession. Adam Carolan, one of the founders, asked me about:

•   My journey from financial advice to financial coaching
•   How financial coaching differs from financial advice
•   The way I work and types of clients I work with
•   The training courses I offer
•   My advice to younger financial planners

You can listen to the full podcast, or just the part where I talk about my training. But, to save you time (it's a long one!), click below to read some of the key points of the interview...

WOW - Women of the World - Festival

Happy International Women's Day!

I'm getting really excited about taking part in the WOW Festival this weekend. I'll be there 3-4pm on Friday as part of a panel discussing risk, exposure and resilience. And also delivering a worksop 'Getting Personal with Finance' 3-4pm on Saturday, where I'll be taking women through the 7 Laws of Sheconomics and answering audience questions.

Passes for the festival are now sold out, but come and see me if you're there! @WOWtweetUK #WOWLDN

Does auto-enrolment apply to me?

If you're the only director of your own company, you don't have what the regulators call 'auto-enrolment duties'. That means that you're not obligated to pay into a pension contribution for yourself. But this doesn't mean that you can ignore the letters that come through the post.

All you need to do is...

The gift of giving

What the ELLE is Financial Coaching?

My journey from financial adviser to coach - NextGen Planners Podcast Interview

WOW - Women of the World - Festival

Does auto-enrolment apply to me?

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