Money isn't just currency; it's a storyteller, shaping narratives of our lives and dreams.

I have learnt that every financial decision weaves into the larger story of your life. Just as I use tales from my chicken coop to illustrate lessons and bring smiles, I apply the same narrative approach to finance, helping you craft a financial plan that reflects your values and aspirations.

Before you migrate.

“Don’t play chicken with your financial plan.”

Signature services.

INTERNATIONAL WEALTH MANAGEMENT

Focusing on simplifying the complexities of managing wealth across different countries, I work with you to minimise your tax burden and maximise returns.

RETIREMENT OPTIMISATION

My approach is tailored to ensure you attain financial stability and peace of mind as you approach or manage this significant transition.

UK TRANSITION TACTICS

Are you planning to leave or return to the UK? It’s crucial to organize your finances effectively during this crucial time, helping you avoid pitfalls and seize opportunities.

EXPAT EXPERTISE EXCHANGE

With robust qualifications and experience in the UK, USA, France and South Africa - and a deep understanding of expat financial needs, I can help you support your clients during their international transitions.

Just here for the jokes?

Written by my comedi-hen.

A hen’s favourite movie is always a chick-flic.

Chickens need to wake up with an alarm-cluck.

In the olden days, hens would always send letters in a hen-velope.

Michael Yuille is a master of egg-onomics.

You know it’s a bad hen if it lays deviled eggs.

The toughest chickens in the yard come from hard-boiled eggs.

Hens leave the coop through the eggs-it.

Chickens never tell jokes to their eggs, because they might crack up.

Chickens can jump higher than houses, because houses can’t jump.

These jokes are simply impeckable.

My latest blogs

No bad jokes. Just solid conversations.

Time for a spring clean?

Following on from our previous blog, where I spoke about different seasons… let’s chat about spring cleaning and our finances. Moving countries might feel like starting fresh, but very often we see that there’s a trail of old financial paperwork quietly gathering dust in the background. A pension here, a forgotten investment there, maybe a...Continue reading→

The expat’s guide to financial seasons

Living abroad is a journey made up of many chapters, each with its own rhythms, challenges, and opportunities. Just like the seasons, your financial priorities shift as your expat story unfolds. From the excitement of arrival to the decisions around retirement or repatriation; every stage has a unique financial flavour. (and I love exploring foreign...Continue reading→

Coffee, croissants and calm

Volatility is part of the process. Picture this: It’s a Tuesday morning in the south of France. The sun is starting to spill over the tiled rooftops, the chickens are clucking in the garden, and I’ve just sat down with a fresh croissant and a strong café crème. The world feels still, calm, and grounded....Continue reading→

Why clients work with me.

Living an international life can be exciting, but it also comes with its unique financial complexities. Having moved around the world with my own family, I understand the challenges of navigating different financial systems while trying to build a stable, fulfilling life.

As a UK-qualified Certified Financial Planner (CFP™), Chartered Fellow (Financial Planning), and Pension Specialist with over 15 years of experience, I work closely with clients across the UK, Europe, the USA, and throughout Africa. Whether you’re consolidating pensions from different countries, navigating complex tax landscapes, or ensuring your loved ones are protected, I’m here to help.

I’ve built my practice on straightforward conversations, a deep understanding of international finance, and a commitment to guiding clients towards clarity and confidence. It’s about making sure your financial plans support the life you want to live, wherever in the world that may be.

Let’s make sure your financial foundation travels as confidently as you do. Reach out, and let’s have a conversation about how I can help you protect, grow, and enjoy your wealth, no matter where life takes you.