I am an Independent Financial Advisor based in London – my office is based in the City, I live in South East London & I serve clients from all over London. I am a Chartered Financial Planner which is a widely accepted "gold standard” for financial advisers in the United Kingdom.
I enjoy listening wholeheartedly to what is important to my clients so I can help design a solution to meet their deeper (financial) needs - be it financial independence, integrity, safety & security or any other. A successful financial plan helps you live your values. Does yours?
My clients include working professionals that want to delegate their investment management, retired or semi-retired individuals who want to enjoy financial freedom with an income-focused portfolio or who want help with pension drawdown. A generous percentage of my client base tends to be women who enjoy the connection & working with a female financial adviser.
Top desires of my clients include wanting to feel more confident, in control of their investments & retirement plans. Also, to delegate the management of their finances to a professional, so they can spend more time focusing on their job and family. Since I specialise in ethical investing, some clients primary motivation is to build an investment portfolio in line with their core values.
Besides investment advice, I care deeply about liberating people to have clarity & freedom in their relationship with money (and life). You can check out past issues of my monthly 'Conscious Money' newsletter here & subscribe if you feel inspired by it.
From time to time, I run workshops on financial literacy and offer spaces for people to explore more about their own relationship with money. I can also talk non-stop about Nonviolent Communication. Don't try me on that last one!
The good news first. Behavioural finance has found women perform well when they do invest. Research work carried out by Terrance Odean, Professor of Finance at UC Berkeley’s Haas School of Business shows that women tend to trade less actively than men which incurs lower trading costs; they behave more like ‘buy and hold’ investors […]Read More
I subscribe to Fr. Richard Rohr’s Daily Meditations, from the Center for Action and Contemplation. This one was beautiful and so I want to share here, as exploring our relationship with money is the central theme of many of my blogs. “In her book The Soul of Money, Lynne Twist explains the power we’ve given our image […]Read More
This year, on our annual holiday, we travelled to Provence, France. I packed 4 physical books with me in one suitcase. We did quite a bit of cycling on electric bicycles in the hilly villages around Ménerbes, the scenery was stunning; with patchy wifi and very little distractions, books became my main refuge, after conversation […]Read More
We organised an event in London titled ‘ Liberation in Three Chapters: Personal and Collective Practices for Embracing a Collaborative Future’ with Miki Kashtan, an International trainer for Nonviolent Communication. The first section of the day focused on money, which is a system we use to allocate resources. We covered the below material (if it […]Read More
One of the most gratifying parts of offering spaces to explore one’s relationship with money, towards the closing of a workshop, for me, is seeing the glow and palpable relief on participant’s faces and the sense of expansion and new possibilities felt after having shifted some money stories. There is nothing like hearing real life […]Read More
““What if there were a way, without being an athlete, to feel what athletes feel? To play all the time, instead of working? Or else to enjoy work so much it becomes essentially the same thing.” – Phil Knight” Reading business memoir books can take a bit of work and I don’t mean the fun […]Read More
The first time I used a smart phone was in 2012. I missed my train stop to work because I was distracted, a phone with bright colours and internet was new and fun to me. I didn’t register the distraction as a major problem then. Technology offers us all a gazillion ways to interact with […]Read More
“Residential stability begets a kind of psychological stability, which allows people to invest in their home and social relationships”. – Matthew Desmond Matthew Desmond, an American sociologist wrote this brilliant book Evicted: Poverty and Profit in the American City whilst living near the families whose lives he wrote about. The book also won the 2017 Pulitzer […]Read More
I met a financial advisor for a coffee a few weeks ago. He wanted to pick my brains about ethical investing. He said he wanted to be ‘more green’ and wanted my advice on building ethical portfolios for clients. He seemed to think ethical investing was merely about avoiding tobacco and arms; it’s moved on […]Read More
My intention for 2018 is to read every day, meditate every day, cut back on social media time and be more like Cal Newport who inspires me with his writings on ‘deep work’. January is a digital detox month and my brain already feels so much clearer. I cheated a little bit though and have […]Read More