Coaching

Money growingIf you would like to achieve freedom and financial independence as quickly as possible, I can teach you what I learned over 20+ years.

I offer coaching and here’s how it works.

I help people to achieve financial freedom, plan for early retirement, career change or just manage their money better.

I do this through financial coaching. You can think of this like having a personal fitness trainer alongside you…but for money rather than for exercise.

My approach is very different from traditional financial advice. I’m not on commission and I’ll never try to sell you anything.

I provide education, tuition and support to people who gain confidence making their own decisions. I don’t provide regulated investment advice or recommendations or hold client money. Rather, I give you the tools to make your own decisions.

I usually work face to face with people in and around London or the South East of England.

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And for people that live further away, I run sessions via Skype or by phone.  I’ve done this for people in America, Dubai, UAE, Finland, France, Singapore and Australia as well as the UK.

If you’d like to chat about how this could help you, drop me an email: Barney@theescapeartist.me or give me a call on 07985 028700.

I look forward to speaking with you.

What clients say

“My husband and I had a coaching session with TEA…and he was fantastic. He added so much value…”

“consider a meeting with TEA. He’s a good guy, very easy to talk to, speaks plainly, and makes a great sounding board”

“unique combination of impressive financial knowledge with the softer side of personal development. Thoroughly recommended…”

“I got way more from the session than I ever thought possible”

“the value you will get from him is beyond money”

You can check out more client feedback in the comments below.

How would you benefit?

You will get richer. Slowly but surely over time. It’s not always easy, but it is simple.

You get to pick the brain of someone that has already faced the issues that you are facing. You get to ask questions and bounce ideas off someone who has achieved financial freedom.

You get the confidence of knowing whether you are on the right track. You get transparency from me (I will tell you anything you want to know about how I invest, spend less and earn more) and total confidentiality.

I have a degree in economics, I qualified as a chartered accountant and then worked in corporate finance in the City for almost 20 years…whilst managing my own portfolio and finances to financial independence.

There are lots of different areas where I can help.  We can focus on what is most important to you but here are some of the things that I have helped people with:

  • learn about investing
  • how to plan for life changes such as retirement, moving country, changing careers
  • how to take control of your own portfolio and reduce costs
  • how to spend less
  • how to start & grow an online business or lifestyle business
  • how to deal with stress at work
  • how to overcome financial anxiety
  • how to get your partner on board with early retirement
  • how to think about asset allocation, diversification and volatility
  • financial independence – how much is enough?

Am I offering an easy shortcut to financial freedom?

Yes and no. There are no tricks, no get rich quick schemes and no gimmicks. You still have to do the work of spending less than you make and investing wisely.

There aren’t any secrets that you couldn’t find yourself if you spent many years researching financial independence. But if you want to greatly accelerate your progress, you can pick my mind in a few hours for what I learned over the last 25 years.

Why have coaching?

For the same reasons that all top sports people and business executives have coaching.

Reading books and blogs is great, but its not enough on its own: we learn best when we combine reading with a mixture of Q&A, personal interaction, accountability, discussion, encouragement and practical guidance.

Getting to financial independence is as much about psychology and motivation as it is about the simple mechanics of earning more, spending less and investing wisely and on a tax efficient basis. Talking these issues through with someone that has been through them before is hugely beneficial.

Here’s what Vanguard say on the subject:

Clients may not realize they need coaching, but many do. In the investing world, clients’ otherwise sensible instincts and habits can fall short. For example, as consumers, they often rely on product ratings and customer reviews to make informed purchase decisions. Yet as investors, this approach is likely to lead them astray.

It’s widely accepted that “past performance is no guarantee of future results.” Yet cash inflows invariably follow high performance ratings, despite the fact that funds have tended to underperform in the period immediately following a high rating. This historical tendency strongly indicates that, contrary to many investors’ expectations, fund ratings are likely to be poor criteria for investment decisions.

Similarly, when portfolio balances spike and dip during periods of market volatility, it’s natural to want to do something rather than stand by and watch. But, historically, investors who followed the urge to flee missed not only the worst trading days, but also the best. And after attempting to time the market for reentry, many investors find that what they’ve ultimately accomplished is selling low and buying high.

But what exactly is behavioral coaching? From a practical standpoint, it’s a matter of helping clients maintain the perspective needed to make sound investment choices—to act or to resist acting—in ways that maintain adherence to their financial plans and keep their portfolios on track for the long run.

How to get best value

Everyone is different and has different areas that they want to focus on. The coaching sessions work best when you have identified beforehand what areas you would like help with. So I ask clients to email me beforehand with a list of questions or discussion topics.  The list can be as short (a few bullet points) or as long as you want.  The important thing is to have some structure for the session and ensure we cover all the key points you want covered.

Many people only need one coaching session. They get enough from a single session to go away and put the lessons into effect in their own life.  But if you want follow up sessions (for example every quarter or every six months) that’s great too.

What do I charge and why?

I value my time highly. I’m sure you value your time highly as well.  By charging, I ration my time and ensure that I’m focussed on giving you my undivided attention.  I take this every bit as seriously as when I worked on large corporate deals in the City (when my charge out rate was many times what I charge now).

I charge £200 for an in-depth first session (anything up to 2 hours).

Follow up sessions are £80 per hour. So if you wanted just a half hour call, that would be £40, a two hour meeting would be £160 and so on.

You can pay securely either by bank transfer or by PayPal.

I’m happy to speak on the phone initially with no charge so we can both decide if there is a good “fit”.

If you’re curious and would like to find out more, email me on Barney@theescapeartist.me or call me on 07985 028700.

I look forward to speaking with you!

Barney

I provide financial information, tuition and coaching to help individuals take their own decisions but I do not provide investment or tax advice.

 

Image credit: www.cheapfullcoverageautoinsurance.com

63 comments

  1. I have personally talked with TEA on more than a few occasions and always look forward (with accountability) to the next time. I cannot tell you how much value he brings to light. I was previously on a path which did not work out so I asked him objectively to help me navigate growing my income while saving more. He constantly had ideas which we worked through until we came up with an plan based on my resume and past career. TEA’s mind works so well to lead you onto a good path that works for you and your situation. He is also not afraid to give you his resources in order that you may grow in financial wisdom and independence. I highly recommend him as a coach both in finance and in your career.

  2. I had my 2nd coaching session with TEA and boy did it knock my socks off!

    We started talking about investing but went a lot deeper than that and TEA was able identify a blindspot for me regarding career progression. Turns out the issue for me was not really about investing but inner game. TEA was able to identify and discuss this in a way which totally made sense to me.

    Highly recommended for anyone wanting investing or general life coaching. This stuff is invaluable!

  3. Well worth talking to TEA if you are like me and have read lots on FI but want some help applying it to your own situation. We covered a vast amount more than I expected in the 2 hours from fundamental investing principles to career advice. I would have gotten there eventually through trial and error and wading through blog posts, but having done this I feel I have taken a massive leap forward. Highly recommended.

  4. Just had a two-hour introductory session with TEA. He gave excellent practical guidance, I’d recommend anyone interested in FIRE to have a chat with him. Before you go make sure that you’ve:

    – Got a list of questions that you’d like answered
    – Have read up on TEA’s style of investing
    – Be willing to listen and open to new ideas and ways of living life

    Before I had the coaching session I was… less than confident with what I was currently doing, however after just a couple of hours, I now have the confidence to press onward with FI knowing that I’ve got an FI Mentor by my side.

  5. An enlightening experience. Barney is great at helping you to take stock of your investments and explaining how he has achieved financial freedom.

  6. I had an excellent 1st session with Barney on Friday. He has given me the confidence to move my money out of its current high charging structure. This may add another £2Mn to the fund in 20 years time. Great return on investment !

  7. david · · Reply

    Incredibly useful chat with TEA regarding our future financial freedom. We covered many topics in a couple of hours. We now feel confident in our choice to go it alone and look after our financial health ourselves – in fact, as suspected, we’d be detrimentally affecting our pockets by letting IFAs look after things for us. Looking forward to a follow up meeting after the summer.

  8. I’m very glad I booked a session with TEA. I contacted him because I wanted to determine if my relative confidence in my finance strategy was justified or not.

    Turns out, a bit of yes and no!

    We discussed my strategy’s strengths and weaknesses, including where I was submitting myself to unnecessary risk or leaving easy money “on the table” – and most importantly, *why* these choices made a difference.

    I found TEA very easy to get along with. If you like his writing style, I’m sure you’ll like him in person too!

    I expect the £ numbers we were discussing were significantly smaller than some of his other clients, but that didn’t matter. So be reassured, those who may worry this is only for people with six-figure salaries (though from the comments above I have no doubt he’s great for that too – the core principles of economics work the same on all of us, after all!).

    Thank you, TEA!
    Emily

  9. My wife and I have just had a 2 hour initial session with TEA and were hugely impressed.
    We wanted to check we were on the right lines with our journey to FI and also to discuss our investing strategy having parted company with our Financial Adviser.

    These areas were covered in a thorough and straight forward manner.

    I also wanted to make contact with TEA before encouraging my two 20 year old siblings to pay a visit. I have no hesitation in suggesting they visit ….. as soon as possible!

    Thank you

  10. I sought The Escape Artist out in person after enjoying reading his writings and deciding that it is time to kick-start my FI journey.

    The value that I got from our first session was immense! The takeaways from it are going to do me a great deal of good, both professionally and financially.
    It is not enough to be financially independent without cultivating the right mindset to go with it.

    Barney has the skill of piecing the puzzle together for you just right.

  11. Spending over two hours with TEA has helped to adjust my perception of wealth accumulation, achievable growth and creating a sound strategy for my personal finances.

    The previously obscure, risk-laden world of investment is now much clearer and I’m now dead set on delving deeper into it – my recommended reading has already been ordered!

    Many thanks, TEA for your invaluable insights!

  12. The coaching session far exceeded our expectations and was a massive confidence boost in terms of what we can actually do if we put our minds to it!

    You have given us plenty to do and fired us up. Two things that really chimed with us – First, the idea of changing our lives NOW rather than the save hard, then spend theme of so many FIRE sites. Why should we wait to live our lives as we want to, to live as the people we truly are? Second, taking baby steps rather than having A Plan which would take huge chunks of time to action. Baby steps is definitely the way forward.

    Thank you for helping us on the path to breaking our shackles!

  13. Just spent 2 hours with Barney. The guidance he gave could be life changing. Came away with some tangible actions and assured of my path in life. I see myself having a session with Barney every few months. Highly recommended.

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