Why Work With a CFO?

Most financial coaching stops at "saving more." I start where the real complexity begins.

I’m Indy, a Chartered Accountant and a CFO. While many coaches offer advice based on theory, I offer insight based on decades of managing multi-million pound budgets and navigating complex financial landscapes.

When you work with me, you aren’t just getting a coach; you’re getting a strategic partner who understands the mechanics of money. Whether you are a solo entrepreneur scaling your vision or a professional in your 40s securing your legacy, I bring the rigor of a corporate CFO to your kitchen table or home office.

The Two Tracks: Personal & Business

1. Personal: The Mid-Life Financial Audit

Around age 40, the "money game" changes. It’s no longer just about the next paycheck; it’s about the next 40 years.

• Pension Optimization: Stop guessing and start strategizing for your later years.

• Wealth Alignment: Ensuring your assets actually support the lifestyle you want.

• The "Exit Strategy": Planning for a future where work is optional.

2. Business: CFO-on-Demand for Solopreneurs

You’re an expert at what you do, but you didn’t start a business to be a full-time accountant. I help solo entrepreneurs move from "surviving" the books to "leading" their finances.

• Profit Strategy: Move beyond revenue and focus on what you actually keep.

• Cash Flow Mastery: Stop the stress of the "feast and famine" cycle.

• Scalable Systems: Setting up the financial foundations that allow your business to grow without you burning out.

How It Works: The "CFO Method"

A corporate-grade approach tailored for your personal and professional growth" can bridge that gap

1. The Deep Dive (Audit): We map your current landscape—income, assets, and liabilities—with zero judgment and total CFO-level precision.

2. The Strategic Roadmap: We align your money with your values. We define what "enough" looks like for you.

3. The Execution: We don’t just talk about it. I help you implement the systems, choose the tools, and make the moves.

4. Board-Level Accountability: Think of me as your personal Board of Directors. I’m here to keep you accountable and adjusted as life changes.

The Result: Financial Peace of Mind

• Knowing exactly where you stand financially

• Making life decisions with confidence instead of worry

• Feeling calm and in control, no matter what’s ahead

• Living in a way that matches your values — and your bank account

Act now

Stop Managing Your Money. Start Leading Your Life. Whether you need a one-off breakthrough session or ongoing CFO-level support, let’s have a conversation about how we can secure your financial future.