I am an Independent Financial Adviser based in London – my office is based in the City & 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 advisor.
Top desires of my clients include feeling more confident, about their investments. 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 freedom in their relationship with money. I can also talk non-stop about Nonviolent Communication. Don't try me on that last one!
A very kind soul gifted me two tickets to hear Satya Nadella, Microsoft CEO, speak about his new book Hit Refresh, at a sold-out event. Satya argues in his book that as technology increases, the very human quality of empathy & being able to relate to each other will become increasingly valuable. I attended with a […]Read More
Humans care more about losses than we do about gains; we also have many investment biases studied by behavioural scientists which I find fascinating. I will always remember with amusement a client who told me her investment return dream scenario, “100% upside and 0% downside, in 5 years, “she said. We both laughed, of course. […]Read More
I now live rent- free in Belgravia. It is a temporary arrangement while we are buying a new home. It is quite a wonderful life, living in Zone one – Central London. Also, living among upper middle-class took some getting used to – it’s just a little different. Walking distance to Hyde Park, Soho, Battersea […]Read More
In a video on YouTube, called Nonviolent Communication and Corporations, Dr Marshall Rosenberg talks specifically about how the old domination structure affects how businesses function. 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 this topic – radically different to our […]Read More
In this part of the interview, you’ll find out how Alan maximises fulfilment & integrity in his relationship with money, also using the lens of Nonviolent Communication. Here is part 3 of the interview; for part 1, click here and for part 2, click here How does nonviolent communication affect how you view consume and spend money? […]Read More
In this part of the interview, you’ll find out how Alan maximises fulfilment & integrity in his relationship with money; also, using the lens of Nonviolent Communication. This is part 2 of the interview; for part 1, click here I was pretty blown away when I went on my first Vipassana course and there really wasn’t a […]Read More
Alan Seid works as a breakthrough coach with people who struggle with how to manifest or create their vision. He helps them break their vision down into a step by step process so that they can actually get there. Alan is also a Certified Trainer in Nonviolent Communication. He coached me, gave me a lot […]Read More
I have been offering workshops for 2-3 years on being âConscious with Moneyâ with no formal training in facilitation. Feedback from the first few workshops affirmed that my contribution was appreciated and that kept me going. Seeing Miki Kashtan, Â facilitate for a few years, via her audio courses, YouTube and live, I knew her style […]Read More
In a video on YouTube, titled Upwardly Mobile, Dr Marshall Rosenberg, founder of Nonviolent Communication sings about the middle-class rut. My favourite line in the song around which I also carry some grief is ‘I love money for the status it brings, not the people it could feed.’ Hope it provides you with some fodder […]Read More
In a video on YouTube, titled The Capitalistic Blues, Dr Marshall Rosenberg, founder of Nonviolent Communication sings a beautiful song, pointing out that capitalism seems to help only the richest guys, that defence budgets don’t necessarily lead to feeling security. He also shares that he sees more clearly the ways in which the context we’re […]Read More