I am passionate about transforming the financial landscape to help clients not only build wealth, but also live life well and leave a fitting legacy—that is, to create a positive and lasting impact on the people and causes they care about, across and down the generations. In collaboration with Hereditas UK, I’m excited to introduce an integrated service model and proposition that uniquely blends personal empowerment with robust financial planning.
My innovative approach is built on three interlocking pillars:
1. Personal CoActive Coaching: Live Life Well
What It Is:
A personal coaching service rooted in the “Co-Active life coaching” model, designed to help clients gain clarity about their highest values, aspirations, and what it means to truly live life well. Through a series of engaging coaching sessions, new clients explore:
- Personal Fulfilment: Discovering what brings balance and meaning to the process of living their everyday lives.
- Empowerment: Cultivating the self-awareness and resilience needed to navigate life’s challenges elegantly and effectively.
- A Vision for Life: Establishing a clear understanding of their life’s purpose, which lays the foundation for all subsequent planning.
Why It Matters:
Living life well is not just about the accumulation of wealth or achieving goals—it’s about embracing a way of life that nourishes your well-being, relationships, and passions. This personal journey is essential before embarking on any financial or legacy planning.
2. Non-Regulated Financial Planning & Wealth Management incorporating the Hereditas Legacy Planning process: Live Life Well and Leave a Fitting Legacy
What It Is:
This service integrates a values-based, “Coaching for Performance” approach with advanced financial planning tools such as Voyant. At the heart of this offering is the Hereditas Legacy Planning process—our distinctive framework designed to help clients not only live life well, not only create and manage wealth effectively, but also to shape a legacy that endures. Through this process, clients learn to:
- Align Wealth with Values: Craft business, career and financial strategies that support their personal goals and the people and causes they cherish.
- Plan for the Future: Develop a comprehensive financial plan that addresses both immediate needs and long-term aspirations.
- Create a Lasting Impact: Ensure that their financial decisions contribute to a positive and lasting impact on their loved ones and society, long after they’re gone.
Accreditation by HereditasUK:
To maintain the highest standards, professionals offering this integrated service must undergo specialised training and accreditation through HereditasUK. This guarantees that the approach is delivered with both technical expertise and a deep commitment to client empowerment.
Why It Matters:
By combining technical financial planning with personal coaching, this wealth creation and management service ensures that clients can live well today while thoughtfully planning the legacy they will leave behind—a legacy defined by purpose, care, and positive impact.
3. Regulated Financial Advice and Transactional Services: When Compliance Meets Clarity
What It Is:
For those financial professionals who are authorised and regulated (Financial Advisers), they incorporate a direct financial advice and transactional services under strict regulatory oversight into their service proposition. For clients choosing to work with an FCA-authorised and regulated wealth management coach, this ensures:
- Legal and Financial Security: Clients receive regulated transitional advice and related services that comply with industry regulations, offering peace of mind.
- Clear Service Boundaries: Clients will understand when they are receiving regulated advice versus when they are engaging with non-regulated coaching and planning services.
- Seamless Integration: Regulated professionals can extend a more holistic service model by adding compliant financial advice, while non-regulated professionals will help and guide their clients to partner with authorised financial services providers as and when needed.
Why It Matters:
Clear demarcation between regulated and non-regulated services minimises potential conflicts of interest and ensures that each element of the client journey is delivered with integrity and transparency.
Tailoring the Approach for Two Key Client Groups
Wealth Management Business Development Programmes
As financial professionals—whether you are a regulated Financial Adviser or not—our Business Development Programme equips you with the tools and credentials to offer this transformative, integrated service. Key benefits include:
- Comprehensive Training and Accreditation: Gain expertise in combining Personal CoActive Coaching, values-based financial planning, and our unique Hereditas Legacy Planning process.
- Differentiated Service Offering: Stand out in a competitive market by offering clients a service that helps them both live life well today and build a legacy for tomorrow.
- Clear Role Demarcation: Learn to navigate the nuances between regulated advice and non-regulated planning, ensuring you provide clear, transparent guidance at every step.
Private Client Wealth Management Programmes
Our end users are ambitious individuals seeking a comprehensive approach to wealth creation and management that goes beyond mere asset accumulation. With our service, clients will:
- Embark on a Personal Journey: Begin with coaching that encourages them to live life well by aligning personal aspirations with everyday living.
- Receive Integrated Financial Guidance: Transition to a tailored financial plan that incorporates both immediate needs and long-term legacy goals.
- Benefit from Transparent Advice: Understand exactly which aspects of their service are non-regulated coaching and planning, and which decisions require regulated financial advice from an independent third-party Financial Adviser —empowering them to make informed decisions about their future, who they work with, and on what terms.
In Conclusion
I am proud to champion a holistic model that redefines the process of wealth creation and management. By combining Personal CoActive Life Coaching with a values-driven financial planning process and the unique Hereditas Legacy Planning process, I help my clients live life well today and leave a fitting legacy for tomorrow. This integrated approach not only enriches the client experience but also offers financial professionals—whether regulated or non-regulated—a powerful, and accredited set of skills, tools and processes to enhance and develop their own practice with my coaching-based service proposition.
If you are a forward-thinking financial services professional ready to elevate your service offering, or a potential Private Client seeking a meaningful, balanced approach to your own wealth management, I invite you to explore our programmes further.
Together, we can create a future where your wealth is not just measured in numbers, but through a life well lived and the positive and lasting impact you leave across the generations.
For more details on our Private Client Wealth Management Programme and/or our Wealth Management Business Development Programme and how to gain accreditation through HereditasUK, as a legacy planning practitioner, please click the Contact tab to get in touch.
