The PREMIUM Service
Best for accelerating your goals if you're committed to making quick progress on a specific goal
Services
PREMIUM: Accelerated progress & enhanced control
The Premium service is designed for clients who want to accelerate their progress and take greater control of their financial life. You'll benefit from more frequent check-ins, proactive plan adjustments, and direct access to me as your coach. This level of support ensures you stay motivated and on target with your goals.
The details
What's included in PREMIUM?
For £75 per month, our Premium service offers an enhanced level of support for those who are serious about achieving their financial goals. It includes all the benefits of the Plus service, enhanced by bi-annual reviews to keep you agile and focused.
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.
Bi-Annual Progress & Strategy Reviews
In-depth reviews supported by cash flow modelling, so we can make adjustments & tackle challenges proactively
Detailed Cash Flow Forecasting
We'll use cash flow modelling to map out your financial journey, test scenarios, and ensure you have absolute clarity.
Ready to Get Started?
Premium
Stay on Track to Reach
Your Goals Faster
The Premium service offers an exceptional level of partnership to ensure you not only stay on track, but reach your goals faster.
Month 1
Initial Strategy Review with Cash Flow Modelling
Month 6
Progress Review & Strategy Adjustment
Month 12
Annual Deep Dive & Cash Flow Update
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.
