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Running a financial planning business shouldn't feel like a solo journey
You’re building something meaningful but the weight of constant decisions, team challenges and growth pressures can leave you feeling isolated and stuck.
You have a sense you need to evolve your business to meet the opportunities and challenges of new technology but need to figure out what that looks like and how to do it.
I create space for financial planning business owners to think clearly, talk openly and move forward with confidence.
Why do I do this? Because I’ve been exactly where you are. When I was deep in running The Red House, my financial planning practice, I rarely found anyone who could truly understand the challenges I faced.
Until I found my coach. She changed everything. Now I can do that for you.
Get clarity on what's really holding you back.
Gain confidence to make decisions and stick with them.
Unlock permission to be true to you, and grow the firm you dream of.
I've walked your path
I co-founded The Red House and grew it into a successful practice, navigating the complex journey from startup, to successful exit and merger with Paradigm Norton.
I know what it feels like to lie awake worrying about cash flow, to struggle with team dynamics, to question whether you’re charging ‘right’ and to wonder if you’re building something sustainable or just creating yourself a very expensive job.
I’ve experienced the highs of landing great clients, and the lows of difficult conversations with business partners. I understand the unique pressures of our industry - from regulatory changes to the challenge of demonstrating value in an increasingly commoditised, AI enabled market.
My ongoing work as a Chair, Non-Executive Director, and fintech investor keeps me connected to the evolving challenges you face daily.
I won’t promise to 10x your profits while halving your workweek. That’s just clickbait nonsense.
The work we do together goes deeper than the numbers. Working on a balance of purpose, people, as well as profit, let's get you enjoying your journey and realising what’s possible.
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