I help people through financial coaching.
Here’s how it works.
I can teach you to manage your own money better. Whether your goal is achieving financial freedom, planning for early retirement, career change or just making their money work harder for you, everyone needs to make the best of their situation.
I have a degree in economics, I’m a qualified chartered accountant and I worked at a senior level in corporate finance in the City over 20 years…whilst managing my own portfolio and finances to financial independence.
My approach is very different from traditional financial advice. I’m not on commission and I never try to sell you anything. I work with intelligent people who want to learn and make their own decisions.
I don’t provide regulated investment advice or product recommendations or hold client money.
I normally do most sessions face to face with people in central London (Portman Square W1) or in Farnham, Surrey.
During lockdown I’m running most of my coaching sessions via Zoom. I’ve done this for people in America, Dubai, UAE, Finland, France, Portugal, Singapore, Switzerland, Sweden, India, Thailand and Australia as well as from all over the UK.
If you’d like to chat about how this could help you, email me on: firstname.lastname@example.org.
What clients say
“My husband and I had a coaching session with Barney…and he was fantastic. He added so much value…”
“consider a meeting with Barney. 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”Previous clients
You can check out more client feedback in the comments below.
It’s good to talk
Yes, I’m biased but you should talk to someone about your plan. A robust plan is one that has been looked at and challenged by someone that’s on your side.
Yes, it’s possible for some people to do it on their own. You can learn from your own expensive mistakes (as I did). But it generally works out cheaper to get help and learn from other people’s mistakes.
Don’t be penny wise, pound foolish.
How would you benefit?
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). You get total confidentiality.
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:
- learning about investing
- moving country (many clients are internationally mobile)
- career change / transitioning to freelancing / self-employment
- slashing investing fees and costs
- how to spend smarter and make your money go further
- how to start & grow an online business or lifestyle business
- how to deal with stress at work or overcome financial anxiety
- how to think about asset allocation, diversification and volatility
- transitioning to financial independence / retirement- how much is enough?
Am I offering a shortcut to financial freedom?
Yes and no. There are no get rich quick schemes and no gimmicks. You still have to do the work of spending less than you earn and investing wisely. 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 financial 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. Everyone has blind spots and you don’t know what you don’t know.
Here’s what Vanguard say on the subject of coaching:
Clients may not realize they need coaching, but many do. In the investing world, clients’ otherwise sensible instincts and habits can fall short.Vanguard
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.
If you would like to find out more, email me on email@example.com.
I look forward to speaking with you!
Important regulatory notice: I don’t give regulated investment, tax or legal advice. I never try to sell you anything. I don’t give product recommendations and I don’t take your money away to invest. You have to make your own decisions. In short, its about teaching people to “fish” rather than selling them fish.