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 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
If you have been reading my blog for a while, you will know my obsession with the teachings of Marshall Rosenberg, creator of Nonviolent Communication. Another teaching related to money and work landed in my news feed recently. I found it simple, beautiful, practical and inspiring. I hope you enjoy it too. When I advise, […]Read More
How often should you be checking your investment portfolio? Does it matter? From the viewpoint of behavioural biases, there is evidence that experiencing losses leads to poor choices. Loss aversion – our intense dislike of losses can cause us to lose even more if we pay attention to our portfolio losing money. It hasn’t been […]Read More
There were no significant tax changes in the Autumn Budget. Some of my clients were worried about changes to pensions taxation; thankfully this did not happen. Here are some of the key points to bear in mind with personal financial planning: ISAs Annual ISA limits stay at £20,000 per person, with a range of different […]Read More
At a recent workshop, we explored our relationship with money using money games. Everyone was asked to bring a ‘meaningful’ amount of money to the workshop. After a round of introductions and exploring what money means to each of us, we set about trying to understand through a shorter version of the game, our feelings […]Read More
“Tax is actually the Government’s money that we sometimes hold on its behalf” – Richard Murphy Tax is not the most riveting topic to read about. The author’s work with the Tax Justice Network got my interest and I bought the book. Richard Murphy, a Chartered Accountant in the UK is passionate about this topic […]Read More
“The mortal enemy of investment success is fear.” – Nick Murray I was fortunate enough to buy Nick Murray’s book The Excellent Investment Advisor early on in my advisory career. It made complete sense to me, stressing the role of an investment adviser as behavioural coach. I recently heard about Simple Wealth, Inevitable Wealth on […]Read More