The PLUS Service
Best for gaining a long-term view, and you want to see how today's choices impact the future
Services
PLUS: Deeper Insights for Your Financial Future
The Plus service is for those who are ready to go beyond the basics. This tier provides you with a deeper look into your financial future through detailed forecasting and scenario planning. You will gain a much clearer picture of your financial journey and feel more confident in your long-term decisions.
The details
What's included in PLUS?
For £50 per month, our Plus service gives you all the foundational support of the Core package, with this critical addition of powerful financial forecasting. It's designed for those who want to see a clear, visual projection of their financial future.
Direct Access to Your Coach
Have a quick question or need a second opinion? You get telephone and email access for timely, professional guidance when you need it most.
An Expert Sounding Board
Use me as your confidential thinking partner to discuss financial ideas, plans, and decisions before you act.
A Dedicated Accountability Partner
Staying motivated is easier when you have someone in your corner. I'll help you stick to your goals and celebrate your progress.
Annual Strategy & Progress Review
We'll have a formal catch-up once a year to review your achievements, refine your goals, and ensure your financial plan continues to serve you effectively.
Peace of Mind
Feel secure knowing you have a trusted professional ready to support you, helping to prevent small questions from turning into big worries.
Ready to Get Started?
The Game Changer
Detailed Cash Flow Forecasting
In our annual review, we'll use sophisticated cash flow modelling to visually map out your financial journey. This allows you to see the long-term impact of your decisions, stress-test different scenarios, and gain ultimate clarity on your path to major goals like retirement or financial independence.
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.
