Case Studies | How Total Wealth Planners Build Ethical Practices

Maisha Financial Planning

Kaya Taylor

"I work with you to cultivate balance, clarity, and abundance, guiding you toward a future where your finances support a life well-lived." See case study.

Geoff Dyckes Financial Consultancy

Geoff Dyckes

"I work with a wide range of people looking for support and guidance, and I’m able to offer just that."

Discover more: Read Geoff's Story, watch his video.

Howard Nowell Life Planning

Howard Nowell

"We empower people to manage their financial future through unbiased information, enabling self-guidance in financial decisions."

Planet Positive Planning

Neil Dissanayake

"I empower individuals to secure their financial futures while making a positive mark on the world."

Epiphany LFP

Judith Farrall-Wilks

"Our Independent Lifetime Financial Planning (LFP) that takes the guess-work out of your future."

Smile Financial Life Planning

Mushtaq Jaigirdar

"I offer business and personal financial planning, tax-efficient strategies, NHS pension scheme navigation, and SSAS expertise."

Planning Wise

Sirjeel Zafar

"I will offer you the proper support and impartial advice which will enable you to take control of your own finances."

Goalset Financial

Jörg Schlüter

​"I listen intently to fully grasp your situation, offering holistic solutions to transform your financial lifestyle."

Pecunia Financial Planning

Greg Heath

"I focus on maximising your retirement income, preserving your wealth, and ensuring a lasting legacy."

Panthera Life

Paul Hammond

"As a retirement coach, I assist in smoothly transitioning from full-time employment to a fulfilling retirement."

Our Watchman

Mark Scorer

"As you stand at the helm of retirement, I offer you a trusted compass to navigate through the financial currents of life after work." 

GroWiser Coach

Graham Wells

"This is the important, big picture stuff. Nothing to do with financial products and everything to do with living life to the full."

360 Future Life

Mike Middleton

"Together, we’ll create a future where every day feels full of purpose, fulfilment, and well-being. Let’s make it happen."

Making Sense of Money

Nicholas Lee

"A good financial coach becomes the financial friend we all need to help us take back control of our finances and keep it that way."

Suitable Life

Jon Rose

"I focus on the whole of a client's financial life and bring a wealth of knowledge and experience in business, life & financial matters."

TT Wealth

Tony Thomas

"I will help you create a flexible plan to make sure you can enjoy your retirement in comfort up to 10 years early and live an amazing life."

Limitless Mindset

John Kenny-Levick

"With a proven track record of success and transformation, I combines my experience with a compassionate and client-focused approach."

Financial Roadmap

Steve Clark

"I help people like you to enjoy the best retirement you can, with the money you've got."

The Lifestyle Funding Company

Max Horne

"The most important thing is to empower investors with the right tools to make the best financial decisions."

Santorini FinLife Planning

Dan Parkinson

From crypto to tax to career moves, we bring clarity and calm to your finances."

Financially Happy

Alan Thomlinson

"Being financially happy blends joy, peace of mind, and the achievement of what truly matters to you."

Wealth Magic Club

Tony Byrne

"We aim to simplify income generation, allowing people to concentrate on what's genuinely important to them."

The Katalyst Coach

Tony Fields

"Your continuous guidance has been invaluable, and I can't express my gratitude enough."

Second Life Financial Planning

Robin Powell

"UK consumers now have the exciting option to pay for one-off financial plans and on-demand ongoing advice."

Total Wealth Planner

Steve Conley

"We support people through life transitions with clear, life-first planning that puts confidence and agency back in their hands."