This is life-first, strategy-led planning for people who want their money to fuel the life they actually want.
After years in corporate, I left to do things differently.
No jargon. No pressure. Just honest conversations that help clients move forward with clarity, confidence & direction.
I’ve helped 100s clients feel more certain about the future. Now I want to help even more people design lives they don’t want to retire from.
I created Work to Live to help successful professionals step back, get clear, and design a life that feels as good on the inside as it looks on paper.
Frustrated with the stale approach of most advice firms & the focus on how much money clients had rather than supporting them to build the lives they wanted, I set up my firm to deliver financial planning that positively impacts on people's lives.
I live in Cheshire with my wife, two kids, and our rescue Milo. I love good coffee, sport& helping people live great lives.
We're a lead sponsor for the Broomsfield Youth Project (BYP), who are a multi-award winning charity. As part of the local community, BYP aim to work in partnership with other agencies (such as police, high schools, leisure services, churches and local businesses) to signpost and support 13 to 17 year olds who want or need support with their emotional, behavioural or mental health needs.
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It's important to us that we stand for more than just profits, and use the firms success to help causes close to our hearts. As a team of dog-lovers, our nominated charity - Dogs4Rescue - was a natural choice. To prove our commitment, for each new client we onboard, we make a donation of £75 which goes towards building a rescue retreat for dogs.
