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English
$
USD
I will help you plan for financial independence
About this Gig
Want to know when you could stop working, and what it will take to get there?
I'll turn your numbers into a clear, personalised plan for financial independence (FIRE), built around UK accounts and tax rules: workplace pensions, ISAs, SIPPs and the State Pension.
WHAT YOU GET
- FIRE Check-up: written report with your FIRE number, scorecard and top 3 priorities
- FIRE Plan: 30-min video call plus report with scenarios, account review and a 90-day action plan
- FIRE Deep-Dive: 60-min video session plus full report with year-by-year projection, chance-of-success scenario testing and a 12-month roadmap, with 14 days of written follow-up
WHO THIS IS FOR
UK residents who want to plan around UK pensions, ISAs, SIPPs, the State Pension and UK tax rules. I'm UK-focused, so I'm not the right fit for plans built around US accounts such as 401(k)s or IRAs.
HOW IT WORKS
- Order and I will send you a short spreadsheet questionnaire
- I prepare your report
- For FIRE Plan and FIRE Deep Dive, we discuss the report and I answer your questions on a video call.
- You receive a professional PDF report
NOTE
I am not a regulated advisor. I can give education and guidance but cannot recommend specific products.
FAQ
Do I need to be close to retirement or FIRE already?
No. I can help whether you’re just starting to think about FIRE or are already approaching financial independence.
What information do you need from me?
This depends on the package, but typically your age, income, spending, savings, pensions, investments, mortgage, desired retirement age and any other relevant goals.
Can you help me work out when I can retire?
Yes. We can explore your spending, assets, future income and assumptions to help you understand what retirement timelines may be realistic.
Can you recommend investments or tell me what to buy?
No. I don’t provide regulated investment advice or recommend specific investments. I can discuss financial concepts, risks and trade-offs to help you make informed decisions.
Do you work with clients outside the UK?
My FIRE experience is UK-focused. I can discuss general financial independence principles with international clients, but I don’t provide country-specific tax, pension or investment advice outside my area of expertise.
Is this financial advice?
No. This is financial education and coaching. I’ll help you understand your numbers, assumptions and options, but I won’t recommend specific investments or financial products.
