
Questions?
FAQs
Do I need a lot of money to work with you?
No, you do not. For our managed service, you need £150k across cash, investment and pension accounts. However, please do not hesitate to contact us if your asset levels are below these figures and we can see whether we can offer a tailored solution. Everyone deserves access to high-quality advice.
How do your fees work?
My initial fees are fixed and my ongoing fees operate on a percentage basis. Our fees are fully transparent and we always talk them through with you. There are no hidden costs and no commissions. You will always know exactly what you are paying for and why.
Do you only work with women?
No, I work with all genders. However, I am especially passionate about supporting women and helping to close the gender wealth gap.
Can I work with you remotely?
Yes. All of my appointments are held virtually, so you can access support from wherever you are, whether you are a busy parent, a city professional, or based far from a financial hub.
What can you help me with?
I support clients with a wide range of needs including budgeting, investing, pensions, major life transitions, and more. I always tailor my advice to your specific situation and goals.
I feel nervous or embarrassed about my finances. Should I still get in touch?
Absolutely. Many clients come to me feeling overwhelmed or ashamed. This is a safe, supportive space where you will be listened to without judgment. My role is to help you feel more confident and in control.
Are you qualified and regulated?
Yes. I am fully qualified with DipFA certificate and I am regulated by the FCA. I also spent six years as a corporate solicitor, which gives me a strong foundation in complex matters and client care. I am currently undergoing the exams to become chartered.