Expertise
- Financial Wellbeing
- Pensions
- Retirement & Pension Planning
- Coaching & Mentoring
- Wellbeing at work
- Wellbeing
- money control
- Financial Education
- finance and insurance
- Advice & Guidance
- Financial Planning
- financial help
- Coaching
- Personal Financial Planning
- Personal finance
- Money Saving
- Budgeting
- Money
- financial coaching
Summary
Having been a financial controller with one of the UKs largest manufacturing companies for 35 years, I became aware of the lack of financial knowledge in the UK, and how this negatively impacts a persons wellbeing and mental health. In 2020 I made the decision to become a financial coach and along with ammonite our mission is to make financial guidance both accessible and affordable to all.
As a Financial coach, I help individuals gain a better understanding of their finances, both now and for the future, I will conduct a 45 minute coaching session which includes a financial healthcheck and along with the individual understand their future life goals, including retirement planning.
By having a healthcheck and enabling a plan an individual can improve their financial wellbeing and therefore allow them to concentrate on the other important things in their lives.
Financial Wellbeing is increasing important to all of us, especially post Covid. Worrying about money not only has a direct impact on mental and physical wellbeing, but it also affects an employees’ output in the workplace.
This package can be provided directly to individuals or via organisations as part of an employee benefits / wellbeing initiative, the benefits to both are as follows,
An Organisation with a wellbeing initiative which includes Physical, Mental and Financial Wellbeing elements can:
- Improve the culture and employee engagement.
- Reduce staff turnover and sickness levels.
- Improve productivity
- Enhance the brand for both existing and prospective employees
For the individual the benefits would be having the knowledge that
- They are able to cope with an unexpected cost
- They have protection in place should they or a loved one becomes ill or pass away
- They have plans in place to ensure their savings are on track for them to have a comfortable retirement
Experience
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Airbus UK
Financial Controller
100+ Employees 1985 - 2021
Interests and Hobbies
Married with two boys I enjoy most sports but particularly Cricket, Football, Rugby & Golf.
I am also qualified level 2 cricket coach
