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 I predominately work in the London , Oxfordshire and Buckinghamshire areas,  providing both face to face and video meetings. I am based in Haddenham and Thame. I have found my services have had the greatest impact with people who think there is more to life than money. 

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Financial Coaching

      This is for you if:
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  • you do not need sophisticated planning at this stage of life

  • want to pay by hourly rate or monthly subscription

  • want more interaction than a rob0-adviser service provides

  • no matter what you do, you cannot seem to make financial progress

  • need a "financial coach near me" as this work can be done effectively on Zoom or Teams

Life Transitions planning

                This is for you if:
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  • you are thinking about retiring
  • you have had a baby or are recently married
  • you have lost your job
  • you're going through a divorce
  • you don't actually have any sort of plan for your life
  • life is a grind and you have very little joy
  • you need and want things to change now
  • you need to explore your full options to make sure you are making the best life decisions
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07951 060 219

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I am an independent, regulated adviser with 30 years of experience to help guide you. I am also a Certified Financial Coach and Registered Life Planner and I work mostly in Buckinghamshire, Oxfordshire and London.

EQ Financial Planning is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 952281. Please note: tax planning is not regulated by the FCA

Registered office: Jackson House, Station Road, Chingford, London, United Kingdom, E4 7BU. Registered in England under number 13300392. 

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