Personal & Business Finance Coaching: Get a CFO in Your Corner

Strategy, Clarity, and 20+ Years of Hands-on Financial Leadership for Your Life and Business.

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: Business & Personal

  • You’re an expert at what you do, but you didn’t start a business to manage your own books. I bring the accounting and CFO expertise so you can stay focused on your zone of genius..

    • 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.

  • 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.

    • The Profile: You are in your peak earning years, generating high income but lacking a long-term capital strategy.

    • The Goal: Moving from "flying blind" to maximizing the power of time and compound growth.

    • The Gap: Turning a high salary into a permanent wealth engine before mid-life complexity sets in.

    • The Profile: Your life is at its most complex—career, investments, and expenses are all peaking simultaneously.

    • The Goal: A deep-dive variance analysis to find your Shortfall Number—the year your current path fails your future vision.

    • The Gap: Bridging the distance between "doing well" and being 100% certain that your math supports your long-term life goals.

    • The Profile: You are nearing the point where work should become optional, and your focus is shifting to distribution and legacy.

    • The Goal: Moving from wealth accumulation to a secure, 40-year cash flow strategy.

    • The Gap: Ensuring your assets are fully optimized to provide a "Success Gap" that funds the lifestyle and legacy you’ve worked decades to build

The CFO Method: One Framework, Two Applications

    • 1. The Deep Dive (Audit): We map your P&L, margins, and cash flow cycles with total CFO-level precision to find hidden leaks and margin opportunities.

    • 2. The Strategic Roadmap: We build a 12-month forecast and a scaling strategy that prioritizes actual profit over just "busy" revenue.

    • 3. The Execution: I help you implement the scalable financial systems and reporting tools that allow your business to grow without you burning out.

    • 4. Board-Level Accountability: Monthly "Board Meetings" to review your KPIs, manage risks, and keep your growth on track.

    • 1. The Deep Dive (Audit): We map your income, assets, and liabilities to see exactly where you stand on the path to financial independence—with zero judgment.

    • 2. The Strategic Roadmap: We define your "Enough Number" and optimize your assets to ensure your wealth supports the lifestyle you want for the next 40 years.

    • 3. The Execution: We don’t just talk about strategy; we implement the systems, choose the specific tools, and make the moves needed to secure your legacy.

    • 4. Personal Accountability: Think of me as your personal Board of Directors—regular check-ins to keep you on track as life and markets change.

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

Discovery call

Whether you need a one-off breakthrough session or ongoing CFO-level support, let’s have a conversation about your finances - what they are now and what you want them to be.

Whether in business or in life, I help you find clarity, calm, and confidence with your money so you can focus on what matters most.