Stop fighting about money. Start planning your future together.
Turn financial stress into clarity with guidance designed for couples
Book a FREE Discovery Call HereLet's talk about money.
Money drives so many of the decisions we make as couples: where we live, how we raise kids, the holidays we take, even when we can slow down and retire.
And yet, most couples don’t really talk about it.
They skirt around the subject. They hide spending. They argue again and again, without ever feeling like they’re on the same page.
The truth is, money isn’t just about numbers. It’s about values, security, and the life you’re building together.
And when those money beliefs clash, it can create stress, guilt, and resentment.
That’s why I help couples cut through the noise, align their finances, and feel confident about their future.
A Little About Me
Hi, I'm Ash and I'm a Financial Planner with 8+ years of experience in Wealth Management.
I've worked with hundreds of people on pensions, investments, and protection, but the part I care about most is making money conversations less stressful, less secretive, and more constructive.
I know what it’s like to juggle careers, mortgages, future goals, and family pressures. My role is to make sure both partners feel heard, supported, and confident that you’re moving in the same direction.
Why You Need Lifestyle Financial Planning
Are you:
- Tired of having the same money arguments?
- Unsure how to balance saving for the future with enjoying life now?
- Worried about whether you’ll ever feel “secure” enough?
You’re not alone. Most couples never feel like they’ve got this figured out.
How I help couples
Book in your first FREE 30-minute discovery session.
With tailored financial planning for couples, I will help you:
Get a clear picture of your money, together
Understand where your finances stand today and what the future looks like.
Define your shared goals and lifestyle dreams
From buying a home to planning for retirement, we’ll align your priorities so you’re working towards the same milestones.
Create a plan that works for both of you
No more “his vs hers” or second-guessing, just a roadmap you both believe in and can stick to.
Along the way, I’ll share tools and resources to guide your decisions and keep you moving forward together.
By the end of our sessions, you’ll both know exactly what steps to take next to feel secure and in control.
My goal is simple: to help you stop stressing about money and start feeling confident about the future you’re building as a couple.
Book your free session today and take the first step together.
What People Say
FAQs
What is a Financial Planner?
As a Regulated Financial Planner, I serve a role similar to that of a Personal Trainer, but with a focus on your financial well-being.
Just as a Personal Trainer crafts tailored workout and nutrition regimens to enhance your physical health, I provide bespoke financial strategies rooted in cashflow planning and portfolio management to optimize your financial health. Partnering with me means having a dedicated accountability partner who aligns with your specific financial and lifestyle aspirations, helping you reach both immediate milestones and long-term goals.
When should I work with a Financial Planner?
Working with a Financial Planner is beneficial at any stage of life, but below are some typical statements from people who seek the services of an adviser. Do you identify with any of these?
- I want to understand the bigger picture of my financial future and not just my monthly income and outgoings
- I want to learn to feel empowered and in control of my own finances
- I’d like someone to educate me on money matters and to help motivate me to reach my financial goals
- I’m saving towards my first house / dream wedding / world travels / retirement and I want to get there as quickly and efficiently as possible
- I’ve just started my first job and my employer asked me if I want to opt into the private pension plan – I’m not sure whether I should or how much
- Money problems are affecting my relationship and I’d like to move beyond this and onto focussing on what matters most
If any of these sound familiar, working with a Financial Planner could be the best investment you ever make!
What will I get out of Financial Planner?
A Financial Planner provides advice, motivational support and accountability to help you meet your own personal finance and life goals, whatever they are. For many clients this might include:
- Create a solid plan for your financial future, including plans for early retirement, if that is your goal
- Provide advice, accountability and motivation to repay your debts in the most time- and money-efficient way, and relieve the stress and worry that comes with debt
- Demonstrate and motivate you on how to free up budget to spend more time doing what you truly love, for example, experiences such as travelling or family holidays
- Help you to plan for and achieve major life goals such as buying your first/dream home or starting a family
- Empower you to build wealth
Financial Planning is about so much more than managing budgets and cutting down expenses. It is just as much about coaching good money habits, attitudes and behaviours, where negative ones that go unidentified and aren’t resolved will always eventually throw us off course.
What does a typical program look like?
Whilst financial planning is bespoke to each individual client, our programme is structured over three main sessions to comprehensively address your financial goals and lifestyle aspirations. Here's what you can expect:
First Session: Understanding Your Financial Situation
- Establish a clear picture of your current financial status, including income, outgoings, assets, and liabilities.
- Conduct an in-depth review of your financial habits and mindset, exploring the origins of your attitudes towards money.
- Utilise cashflow modelling to project the landscape of your financial future based on current trends and habits.
Second Session: Formulating Goals and Lifestyle
- Collaborate to define your personal financial goals and identify your priorities.
- Explore and articulate your ideal lifestyle, including short-term and long-term aspirations.
- Adjust our cashflow modelling to align with your goals and lifestyle aspirations, providing a clearer path forward.
Third Session: Developing Your Personalised Plan
- Create a comprehensive, personalised financial plan that fits your vision and lifestyle.
- Discuss actionable strategies and steps to achieve your outlined goals.
- Finalise recommendations and establish key milestones to measure progress.
How will Financial Planning benefit me?
Financial Planning is an investment in your current and future self. The valuable lessons you learn will continue to benefit you and your loved ones for a lifetime. Therefore, for many, financial planning can be a literally life-changing process. Good financial habits and awareness is also something you can pass on to your children, something which schooling almost certainly won’t teach them.
My services are a zero-risk investment: I offer a money-back guarantee if you’re not completely satisfied with your most recent financial planning consultation.