About
With over 20 years’ experience as a qualified actuary and financial planner, I founded Planet Positive Planning to help values driven people make sense of their financial future. I help them align their money and career path with who they are, so they can feel confident managing their finances, assured they’re on track, and at peace knowing their choices reflect their values.
🌍 My Mission for Planet Positive Planning
The problem
Too many financial planners ignore the climate crisis or treat it as a tick-box exercise. Too few are honest about what our changing world means for your financial future. Even fewer can help you cut through the greenwash to make genuinely planet-positive choices.
What’s needed
We need financial and retirement planners:
- Who truly recognise that we are in a planetary crisis
- Who are honest and frank about what this could mean for your financial future
- Who can cut through the greenwash
- Who can empower you to have a genuine positive impact on the world
Why I started Planet Positive Planning
I founded Planet Positive Planning to be exactly that planner.
I provide climate-aware financial guidance for people who want to take planet-positive action, whether moving into a climate career, starting a sustainable business, or investing their wealth responsibly.
My mission is to support personal transformation that leads to meaningful, systemic change.
I’m committed to two big goals:
- Empowering people to live purpose-driven, financially resilient lives. This means helping them define their values and purpose, understand their current financial position and future risks, and develop and execute a strategy to achieve their ambitions.
- Helping them finance their future without financing harm, by aligning their money and careers with the wellbeing of people and the planet.
When people bring their finances and work into alignment with what they truly believe, they create lives they’re proud of and they become catalysts for a more just and harmonious future.
About Me
I’m a financial planner who believes your life plan, your financial plan, and your impact on the planet should work together, not against each other.
With over 20 years’ experience in retirement and savings, I’ve built deep expertise in financial risk and future planning. But I wanted to use that expertise for something more meaningful: helping people like you navigate an uncertain world, fund the life you want, and support a planet worth living on.
My background as a qualified actuary means I understand that past experience is no longer a reliable guide to the future. In today’s fast-changing world, you need guidance that accounts for real risk and real opportunities, not just outdated assumptions.
I live in London with my husband and have extended family across England, Wales, Italy, and Sri Lanka. I love making the most of life: creating memories with loved ones, living healthily, and helping others do the same.
You only have one life. We only have one planet. I want to help you build a financial plan that makes the most of both.
Background and qualifications
Qualified Actuary (FIA) – since 2005
I’ve spent decades helping pension funds and insurers understand and plan for the future. Now I bring that same rigour to your personal financial and retirement plan.
Certified Financial Risk Manager (FRM) – since 2011
I’m an expert at handling financial uncertainty. I can help you build resilience, no matter what the future brings.
Green Finance Professional (GSFP) – since 2021
I specialise in planet-positive investing, so you can grow your wealth while contributing to a more sustainable world.
Certified GAME Plan Coach – since 2024
I use a respected life planning method from the Academy of Life Planners. This award-winning approach helps guide you to a fulfilling and impactful future.
Current role
I work part-time as the Chief Executive of an FCA-regulated investment risk manager, where I help protect retirement savings from market volatility. I draw on this experience to help clients like you build confidence, resilience, and clarity into your own financial plans.
You can look me up on the FCA register here.
Find Out More
You can read more about my services here.
In addition, I support and help champion the following initiatives:
The Fossil Fuels Non-Proliferation Treaty
The Fossil Fuel Non-Proliferation Treaty calls for an end to new fossil fuel projects and a managed phase-out of existing ones. Planet Positive Planning proudly endorses this treaty.
What this means for you
I believe you can plan, create, and fund your future life without supporting fossil fuel companies or those that enable them.
Unsure where to start? Let’s talk about how your money can match your principles.
Local Tree Planting Campaign
Local tree planting makes a real difference to our communities and climate. I support neighbourhood tree planting campaigns that improve air quality, create wildlife habitat, and help communities connect with nature.
What this means for you
Your financial plan can include support for local environmental projects. Your money can help create the neighbourhoods you want to live in.
Want to plant trees in your area? Let’s discuss how to budget for local environmental action.
Carbon Transition Plan
We’re all part of the transition to a low-carbon economy. I help clients create personal carbon transition plans that align their finances with climate action through career changes, sustainable investments, or home energy improvements.
What this means for you
Your transition to a lower-carbon lifestyle doesn’t have to strain your finances. You can reduce your footprint while building security.
Ready to plan your carbon transition? Let’s explore how to finance your path to a lower-impact lifestyle.
1% For The Planet
I’m proud to be a member of 1% For The Planet, committing at least 1% of Planet Positive Planning’s annual revenue to environmental causes. As my business grows, so does my contribution to protecting our planet.
What this means for you
By working with a planner who commits real resources to environmental action, you’re supporting both your financial future and the planet’s wellbeing.
Interested in incorporating charitable giving into your financial plan? Let’s discuss how to make giving part of your wealth strategy.
