Climate Aware Financial
Planning for Your Future
Financial planning that doesn't ignore the world we're living in.
I help you build wealth that works for both you and the planet.
I Help You
Count all of it - savings, pension, earnings, property
See what your money is funding
Decide for yourself, with the numbers in front of you
Who Is This For?
This service is designed for individuals who are thinking about the second half of life and are beginning to reflect on the bigger picture – questions of purpose, legacy and long term impact. If you have built a successful career or business but now seek greater meaning from your financial decisions, this approach will resonate with you. It is also well suited to those who are concerned about the future of the planet and want their financial planning to reflect their environmental values.
Whether you feel uncertain about what lies ahead or simply want to take more intentional control of your future, this service provides the structure, insight and support to help you move forward with clarity and confidence.
The first step is to get a clear picture of where you currently stand today. This can be done through a Financial Future MOT check – a bit like getting an annual health check, but for your finances instead.
Why Am I Different?
No commissions
I’m not selling products, so what I tell you stays impartial.
No asset management fees
I'm not managing
your money for profit
No hidden agendas
You pay me directly,
so I work for you
I essentially help you to make your own decisions. I do not make decisions for you.
My Professional Background
- Fellow of the Institute of Actuaries (FIA)
since 2005 - Certified Financial Risk Manager (FRM)
since 2011 - Green Finance Professional (GSFP)
since 2021 - Certified GAME Plan Coach
since 2024
Current role:
Chief Executive of an FCA-regulated investment risk manager
Packages Overview
Planet Positive GAME Plan
Full Coaching
Choose from 3 months (weekly), 6 months (fortnightly) or 12 months (monthly) support.
The full Planet Positive GAME Plan framework, materials, coaching and report.
— less the £200 already paid for the Financial Future MOT.
Planet Positive GAME Plan
Self-Driven
You receive the full Planet Positive GAME Plan framework, materials, and instructions on how to create your own plan and report on a self-driven basis.
It also includes a review of your final output, and a scheduled call to discuss your plan.
Additional coaching calls can be requested at £200 per hour.
Ongoing Support
An annual MOT refresh and review call
Email support and materials throughout the year
The Planet Positive GAME Plan
ACTIONS: Identifying the Obstacles - What's in your way?
MEANS: Mapping Your Pathways - How do you get there?
EXECUTION: Turning Plans into Reality - Make it happen
Five questions to ask anyone who offers you financial help — including me
How to assess any professional offering financial support, including coaches, planners or advisers – me included
You First,
£££ Second
Then Money Plan
Not Sales
What you’ll own at the end
that are genuinely yours
— made by you, not inherited from a default
which is the thing nobody is ever actually given
savings, pension,
what you can still earn, the roof over your head
with who has spent twenty years managing retirement and financial risk inside the institutions
— so when life changes, you change the plan rather than start again
Testimonials
“Neil, I thought our session was really good, interesting to delve into the more personal aspects, and helpful for both of us.” A couple in their 30s, with good salaries, but wanting to get their finances on track and save up for some big life goals.
“It’s so useful to model different scenarios and see how everything interlinks.” A couple also in their 30s, with good salaries, but wanting to understand how to invest for the future, as well as plan on launching their own business.
Next steps
- Join the community
Sign up for insights and updates here - Take the quiz
Get an initial feel for where you are now here - Book a discovery call
Let’s discuss what you are looking to achieve, and any questions you may have (no obligation) here - Book your Financial Future MOT
Start your transformation here
Resources
Get started with these valuable tools:
Learn how to do DIY values-based investing
Free tools and calculators