About Me

At the moment, I'm writing this from somewhere beautiful. Maybe a mountain pass in the French Alps. Maybe a lakeside in Italy, or by the sea on the Dorset Coast. Probably with the dog asleep in the back of the van. This is what financial clarity looks like in practice. Not a number on a spreadsheet - a life you've consciously chosen, with the freedom to live it fully.

I'm Helen. Certified Financial Coach, Chartered Accountant, and the woman who lefta Corporate finance career in 2024 to prove that getting your finances sorted isn'tjust about security - it's about possibility.

The journey started with my own finances. When I finally got to grips with my money,
my pensions, and my future, something shifted. Suddenly a year-long sabbatical
travelling Europe wasn't a fantasy - it was a plan. I did it. I climbed mountains,
swam in lakes, and came home completely transformed, determined to get more of
this into my life.

Now we travel regularly across Europe with our dog, Marlo, in our campervan,
Valerie, named after my mum. This past January we drove with the van stacked to
the brim with skis, boots and endless skiing and hiking equipment to the French Alps
for the ultimate escape from the rainy English winter. This summer, we're heading to the Norwegian Fjords for nearly two months. I'll be working from the van. That's not luck. That's what happens when you take control of your money.

"Nobody can change a person but you can be the reason for that change."

That's the heart of why I do this work. I'm not here to hand you a financial plan and wave you off. I'm here as a coach genuinely curious about you, your values, your life, and what's been standing in your way. Together we'll build something real: clarity, confidence, and an actionable path to the future you actually want.

I've walked this path myself, quite literally.

I sorted my own pensions, did the hard thinking about my future, and trained as a coach whilst holding down a demanding Corporate career. Taking those steps took the same mindset as tackling a mountain: one foot in front of the other, with a clear destination in mind.

The result is a life I consciously designed travelling where I want, spending time with the people I care about, and trading the office for mountain hikes, lake swims, and forest bike rides. The view from the top makes every step worth it. I like to walk the walk.

How do I work?

Here's a typical example of my approach.

We'll have a 30 minute discovery call free of charge, when we can go through your specific goals and what you'd like to achieve

We'll work out the best route that suits you. This could be a couple of sessions to banish your financial demons, some tailored Financial education or workshops

If it's right for you I will take you through a full workout:

The Next Chapter approach (coaching series)

Certifications

Wise Monkey Financial Coaching Certification 2021
Solution Focussed Coach - Erickson International

Qualifications

International Coaching Federation - ACC (Associate Certified Coach)
Institute of Chartered Accountants of England and Wales - Chartered Accountant (ACA)