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
Fund it with confidence
Protect it from climate risks
Align your money with your values
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.
Why Am I Different?
For over 20 years, I’ve worked in institutional finance protecting insurers and pension funds from risk.
I’ve seen what breaks the system, what survives it, and what actually builds lasting wealth.
No commissions
I’m not selling products, so advice stays unbiased.
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 do not provide investment advice. Instead, I provide unbiased guidance. No product sales. No conflicts. No hidden agendas.
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
You can verify my FCA registration here
Packages Overview
Planet Positive GAME Plan
Choose from 3 months (weekly), 6 months (fortnightly) or 12 months (monthly) support.
The full Planet Positive GAME Plan framework, materials, coaching and report.
Ongoing Support
An annual MOT refresh and review call
Email support and materials throughout the year
Our Proven Framework: 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
What truly matters to you?
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
The 5 Truth Principles
How to assess any professional offering financial support, including coaches, planners or advisers – me included
You First,
£££ Second
Then Money Plan
Perspective
Wealth
Not Sales
Results You'll Achieve
Crystal clear financial plan
that funds your ideal life
built into your wealth strategy
between your money and beliefs
about your future and impact
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
Resources
Get started with these valuable tools:
Learn how to do DIY values-based investing
Free tools and calculators