44 Wykeham Way
Aylesbury, England HP17 8BX
Phone: 01844 875371
Training: Master of Life Planning more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
I will help you to understand the most important things in your life and how to make the best use of your finances to make them happen. Sooner rather than later.
I do not provide regulated financial advice, but I can help you understand financial matters, and help you take control of your finances. And I will let you know when you really do need to find an authorised adviser - I have a list of people I trust!
About My Practice
Red Kites Money is a new business, born out of the excitement and energy I experienced when going through my own EVOKE Life Planning exercise. Knowing that most Life Planners offer their services as part of a wider planning and investment offering for wealthier clients, I decided to focus on making fee only Life Planning available to those who for whatever reason do not have an adviser - you may have insufficient income or assets to meet adviser criteria, or you may be a DIY investor for example. Maybe you\'ve just received an inheritance, or got divorced or been bereaved. I can help you to discover your personal and financial objectives and make sure your money goes to work to make them happen! Sooner rather than later!
I have, as part of my training, experienced Life Planning in my own life. The process of understanding the most important things in my life, holding that dream high and bright, and addressing potential obstacles to all aspects of living my best life has been the most powerful experience in my life. And everyone, whatever their age, gender, background, wealth or current circumstances deserves to feel that sense of driving energy in their life, which emerges from the Life Planning process.
Chartered Financial Planner
Fellow of the Personal Finance Society
I charge fixed fees for my services. I have no affiliations with any financial institutions, and I am therefore completely impartial and free of actual or potential conflicts of interest when discussing your personal, financial and life goals.
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