Accreditations

Wise Monkey Financial Coaching

This specialist training, developed by Simonne Gnessen—pioneer of financial coaching in the UK—focuses on helping clients transform their relationship with money through behaviour change, practical tools, and self-awareness. The Wise Monkey approach is non-regulated and client-centred, emphasising coaching skills over advice.

Chartered Insurance Institute

Awarded by the Chartered Insurance Institute, this title reflects one of the highest levels of professional achievement in financial planning in the UK. It signifies a deep commitment to ethical standards, technical knowledge, and helping others improve their financial lives.

Certificate in Relational Financial Planning

The Certificate in Relational Financial Planning is a training programme, developed by Tina Weeks, that enables financial planners to build deeper relationships with their clients. This in turn leads to more meaningful and inspirational financial life plans.

Professional Finance Society

As a member of this leading professional body, I commit to maintaining high ethical standards and continued professional development in the field of personal finance and coaching.