Curiosity, clarity, confidence and commitment.
EDGE Private is weekly one-to-one financial coaching, built around you, your business and your family. One 45-minute call every week, a written action plan after each one, and a coach on your side of the table who has nothing to sell.
£1,500 a month, cancel any time. Or £1,250 a month on a three-month plan.
Weekly 45-minute calls
Written action plan after each call
No more than eight clients
CURIOSITY
E
Evaluate
See where you stand across your business and personal finances, and build your cash-flow plan.
CLARITY
D
Design
Decide what you want your money to do, and what matters most.
CONFIDENCE
G
Groundwork
Agree the steps to get there, and put the foundations in place.
COMMITMENT
E
Execute
Act on your plan week by week, with someone holding you to account. If you carry on, we review and adapt as your life and business change, and as big decisions arrive.
A 45-minute call every week
The first three months follow the EDGE framework, one stage at a time. After that, you can carry on if it helps, though my aim is to leave you able to keep going on your own. Calls are online, by Google Meet.
Who it's for
You've worked hard to build something. Now big decisions are coming, and most people offering help have something to sell. EDGE Private puts someone on your side of the table.
45 min
One-to-one call every week
12 calls
In the three-month plan
8 clients
At most, at any one time
For life
EDGE Members included
It's for you if
You own a business or work for yourself, and your business and personal money are tangled together
You're facing a big decision, such as selling or stepping back, drawing out profits or planning to retire
You have money but no clear plan for it, and you'd rather work one to one than in a group
Everything stays confidential
Our calls aren't recorded. After each one, I send you a written summary to check and confirm, so we both have an accurate record. I'm a former financial adviser with 22 years in global finance. I have no products to sell and take no commission or introducer fees, so I'm entirely on your side.
The clarity guarantee
Your first month, guaranteed: if you finish it without a written picture of your finances and a working cash-flow plan, I'll refund that month in full
Limited places: no more than eight EDGE Private clients at a time, with a waiting list when places are full
£1,500
a month, cancel any time after your first month
Or £1,250 a month on the three-month plan: £3,750 in total for 12 calls that take you from curiosity to commitment. Carry on afterwards at £1,250 a month if you need to.
Both are paid monthly in advance, through a secure payment link I send you after our call.
How to start
1. Book a free 15-minute clarity call.
2. If we're a good fit, I'll send your payment link and a short fact-find to complete.
3. Your first call takes place within two weeks of joining.
What's included
A 45-minute one-to-one call every week: four a month, online by Google Meet
A written summary and action plan every week, for you to check and confirm
Your personal EDGE plan, built in the first two months
Your cash-flow planner, tools and calculators
In Good Order, printed and as a PDF
EDGE Members for life: monthly live sessions, explainers and tools