I am an Independent Financial Adviser based in London – both the City and South East London. I am also 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/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 advisor.
Top desires of my clients include to feel more empowered and understand how investments and pensions work. Also, to delegate the management of their finances 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 freedom in their relationship with money. I can also talk non-stop about Nonviolent Communication. Don't try me on that last one!
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I attended a money workshop run by Tim Malnick about a year ago, taking the time to work with my own money projections. It was very powerful work, we were a small, intimate group of 12. There were some tears and hoots of laughter & giggles too among the participants; Tim reassured us that the […]Read More
In this interview, you’ll learn about Peter Koenig, specifically with the viewpoint of ‘Money Work’. Peter Koenig, has been researching money and teaching seminars on a system he calls ‘Money Work’ for over 30 years. Based in Zurich, Switzerland, Peter is also the author of the book ‘30 Lies About Money’. Reading the book had many […]Read More
In this interview, you’ll learn about Tim Malnick’s work, specifically with the viewpoint of ‘Money Work’. Tim Malnick is director of Different Space, a consultancy supporting the personal and organisational transformations needed to respond to 21st-century challenges. He is also a faculty member of Ashridge Business School, a Buddhist meditation teacher, and author. Tim and I […]Read More
Muriel and Mario – M&M – two serious activists who lived in my village, Saligao, in Goa (India) dramatically inspired and informed my views on wedding budgets. Understanding their values-based spending also gave me true insight, very early on, into a conscious relationship with money, the focus of many of my blogs. Although I was […]Read More
In a video on YouTube, called NVC and Money (which has since been taken down), Dr Marshall Rosenberg talks specifically about Nonviolent Communication and money. As he passed away, this is the closest I can get to sharing his teaching; I have transcribed his words to share how he thought about money – radically different to […]Read More
In this interview, you’ll learn about Miki Kashtan’s relationship with money, specifically with the viewpoint of NVC (Nonviolent Communication). Miki Kashtan is an international teacher, creator of Convergent Facilitation, and author of three books, the latest being Reweaving Our Human Fabric: Working Together to Create a Nonviolent Future. Miki, through her teachings and books, has […]Read More
Donald Trump declared a nearly $1 billion loss on his 1995 tax return; this has led to taxes being in the news a lot lately. Warren Buffett and George Soros do it too (paper losses- avoiding tax). Starbucks and Amazon did it too. (clever & perfectly legal tax avoidance schemes). We live in a system […]Read More
In this interview, you’ll find out how Kirsten overcame some old conditioning around money, letting go of old beliefs that were no longer serving her and embracing an abundant, needs-based relationship with money. Here is part 2 of the interview; for part 1, click here How does NVC affect how you view, consume, earn and spend […]Read More
In this interview, you’ll find out how Kirsten overcame some old conditioning around money, letting go of old beliefs that were no longer serving her and embracing an abundant, needs-based relationship with money. Kirsten is based in Denmark and also travels a lot; we had a long conversation about NVC, money and her relationship with money […]Read More
In this interview, you’ll find out how Aparna came about her journey to work in gift, overcame some old conditioning around money and enjoys more freedom and joy in her work and life. Aparna had too many interesting stories to fit into one post, so I have published her interview in two instalments. Here’s the second half! […]Read More
- Wedding on a budget: A 250 guest wedding for less than £100
- Marshall Rosenberg on Nonviolent Communication and Money
- Finding freedom – Insights from a Money Workshop
- Nonviolent communication, money and scarcity beliefs
- A guide to Independent Financial Adviser fees
- Nonviolent communication, money & Miki Kashtan’s relationship with money
- Nonviolent communication and money
- Financial Integrity; a conscious relationship with money
- My favourite books on money & personal finance
- Find a Chartered Financial Planner- London