Take control of your money future
Real guidance from real experience, helping you build financial confidence and peace of mind.
I’m David Hole, and my mission is to help you achieve clarity in your financial future.
I know that money challenges can create stress, confusion, and uncertainty — but you don’t need to face them alone.
Through a combination of lived experience, professional expertise, and a coaching approach rooted in empathy, I help you move past the worry and into a place of confidence and control.
Together we’ll define what “enough” means for you and build a plan that supports the life you want.
David Hole
Why work with me?
Money isn’t just about numbers — it’s about choices, freedom, and building the life you want.
I combine decades of financial expertise with coaching skills to guide you through both the practical and emotional sides of money.
Reduce your
financial stress
Gain clarity
& confidence
Build lasting
money habits
Create a plan
that works
Services & Packages
I offer a range of services and packages that meet you where you are.
Whether you need a one-off health check, a comprehensive money journey, or ongoing support at different levels, I provide flexible support tailored to your needs.
Start Here
Financial Health Check
Need a straightforward assessment without a long-term commitment? This is for you.
We'll review your current position, identify key areas for improvement, and create a clear set of first steps to give you a strong foundation. You'll walk away with a greater understanding of where you are and a clear path forward.
A clear understanding of your current financial position
Actionable steps to improve your money management
The clarity to make financial decisions with confidence
A first step toward building healthier financial habits.
A clear view of tomorrow
Most money coaches offer advice. I go further.
Using powerful financial modelling software, I can show you what your future might look like — not in vague terms, but with real projections you can understand.
David helped my husband and I look at our finances to assure us that we were on track to retire when we wanted with enough in the pot to do the things we want to do.
HELEN STACEY, ASPIRE JOBS
About Me
With over 35 years in financial services, I’ve worked at the highest levels of UK and international firms and built my own successful businesses.
But it’s my personal experiences — from blended family life to choosing freedom over convention — that shape how I coach.
I believe financial planning should help you live the life you truly want.
Combining professional expertise with empathy and real-world understanding, I’m here to guide you towards clarity and confidence.
Trusted to give guidance to people from all walks of life
David helped me plan my retirement after selling my business, giving me confidence to spend my money on me and my family.
Simon W
Google Review
Speaking to David has given me peace of mind, focus and purpose.
Warren Munson
Entrepreneur
Took away a lot of my worries and gave me a practical way forward and clear view of my financial future.
Kate Goodwin
Google Review
Take control today
Don’t face financial stress or uncertainty alone.
Whether you need clarity, confidence, or a complete plan, I’m here to help you take the first step towards peace of mind and financial freedom.
