1:1 coaching

A plan that actually fits your life.

Structured, honest, no sales pitch. Start with a free 15-minute triage call — we'll figure out if this is right for you together.

Phase 0

The Triage Call

15 minutes on the phone. No pitch, no obligation. We'll find your biggest financial stress point and figure out what would actually help.

Book a free triage call →
The tiers

Pick the shape of support that fits.

You don't have to know which one you need. That's what the free triage call is for.

Tier 1

The Financial Blueprint

One-off intensive
£195
1 × 90-minute deep-dive
  • Full audit: net worth, cash flow, structural inefficiencies
  • Leaks and high-interest debt identified
  • Stark, 1-page strategic action plan for you to execute
  • Everything you need to self-manage from here
Enquire about the Blueprint
Tier 2 · Flagship

90-Day Wealth Foundation

Full transformation runway
£550 upfront
or 3 monthly payments of £195
  • 1 × 90-minute onboarding & deep strategy session
  • 3 × 45-minute bi-weekly momentum & tracking calls
  • Guided setup of your automated budgeting tools
  • Mon–Fri WhatsApp/Email accountability support
  • Behavioural change, not just spreadsheets
Enquire about the 90-Day
Tier 3 · Continuity

The Wealth Ward Retainer

Ongoing maintenance
£75 /month
6-month minimum · Tier 1 or 2 graduates only
  • 1 × 30-minute monthly alignment call
  • Quarterly optimisation review (savings wrappers, allowances)
  • Ongoing text/chat access for ad-hoc questions
  • Stay on the rails long after the work is done
Enquire about the Retainer
An honest note. This is coaching, not regulated financial advice. I do not sell financial products, receive commissions, or recommend specific investments, insurance, or providers. My job is to help you build clarity, structure and healthy financial habits so you can make better-informed decisions yourself. For regulated advice on pensions, investments or insurance, I'll happily point you to a qualified, FCA-authorised financial adviser.