I help people through financial coaching.
Here’s how it works.
Whether your goal is achieving financial freedom, planning for early retirement, career change or just making your money work harder for you, everyone needs to take control of their money and make the best of their situation.
I can teach you to manage your own money better. Or act as an independent sounding board to discuss career, finance and investment challenges.
I have a degree in economics, I’m a qualified chartered accountant and I worked in corporate finance in the City over 20 years and reaching partner / MD level…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.
During lockdown I’ve run most of my coaching sessions via Zoom. I’ve done this for people in the UK, America, Dubai, UAE, Finland, France, Portugal, Singapore, Switzerland, Sweden, India, Thailand and Australia as well as from all over the UK.
I can also meet face to face in central London (Portman Square W1) or in Farnham, Surrey.
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. The best plans are simple and robust and have 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.
Price is what you pay and value is what you get and the value should be >10x the price over an investing timeframe.
How 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. The coaching is holistic in the sense that money issues are personal, they depend on an individual’s values and unique circumstances and they overlap with career, health and wellness.
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 financial 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.
To ensure you get best value from the time and to structure the conversation, I ask clients to email me beforehand with a list of discussion topics that we can use as an agenda.
Financial Coaching plus Escape Manual subscription
This is an annual subscription and the cost is £420 per year. This includes 2 hours of one to one coaching time over Zoom plus access to all of the articles, spreadsheets and charts on The Escape Manual.
I’m flexible how you take the 2 hours (e.g. 1 x 2hr session or 2 x 1hr sessions or 4 x 30m) and when you take it within the subscription period.
I do most sessions over Zoom but am happy to do one of the sessions in London face to face. Or, if you can come to Farnham Surrey, I can do one or both of the sessions face to face.
Your subscription will renew automatically each year until cancelled. There is no long-term contract and you can cancel the auto-renew yourself anytime via your Paypal account.
Once you are a member, you can then buy extra coaching time (at a reduced rate of £120 per hour) if you need it.
You can pay securely by Paypal. To pay, click here or on the Paypal button below:
Alternatively, you can pay securely by debit or credit card (processed via Stripe) using the button below:
I can also design tailored packages for those that want a bespoke coaching programme for their particular circumstances. I’m also happy to meet face to face in central London (Portman Square W1) or in Farnham, Surrey.
I have also done group presentations and public talks on money for employers, teams and companies so please let me know if you would like that in your workplace.
If you have any questions, please email me on firstname.lastname@example.org
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.