My Values & Code of Conduct

As a financial coach, my mission is to:

  • Make finance understandable by sharing my knowledge
  • Empower clients to make better financial decisions
  • Boost clients’ wellbeing by building their confidence and expertise

My coaching style is based on the following beliefs:

  • Everyone’s life and experience are different. I’ll always treat you as an individual and provide a bespoke service.
  • With the right support, anyone can achieve financial freedom. You already have the ability to reach your goal, you just need some guidance.
  • Coaching is all about action and change. My role is to increase your self-awareness and help close the gap between where you are and where you want to be. I do this by asking questions, challenging you, and holding you accountable.

Code of Conduct

At all times, I shall:

  • Treat all clients with respect and without judgment.
  • Maintain strict confidentiality.
  • Avoid any conflict of interest.
  • Remain impartial and never recommend a specific product or course of action.
  • Keep up-to-date with changes in financial legislation.
  • Act in the client’s best interest, including recommending a different coach or professional, if appropriate.