Retirement Journeys

Since retiring from work as a researcher and interviewer in Health, I been re-training as a Financial Advisor and can offer tailored support and informed coaching around personal finance planning as well as wider retirement issues.

I do not recommend or sell financial products but I can offer whole of market guidance related to your own individual circumstances.

My approach to coaching incorporates my 30 year career as an empathic, narrative interviewer in Health Services Research and recently completed training as an Independent Financial Advisor

I use two recognized coaching programs which focus on positive psychology. These hinge on reflective work mainly involving thinking exercises and journal keeping

Three years into my own retirement transition I can help you think about yours

My services are flexible in terms of support. Some clients will be comfortable completing the journal work and exercises alone; perhaps with minimal need for a "buddy" to discuss the results. Others may not like working to a textbook, but perhaps prefer a more flexible discussion format: face-to-face or over Teams, Zoom or FaceTime.

I also offer one off sessions and anyone can have a free 30 minute initial consultation over Zoom