Ditch the ditch the pressure to scale and build calm financial security

Welcome!

I help small business owners build calm, lasting financial success.

Without burning out, having to sell their business, or chasing that next shiny thing someone promised was the key to wealth!

Take the Financial Security Scorecard

In 3 minutes you'll get:

✔ An overall clear score, and a score for 7 key areas that make or break your financial future

✔ A detailed and personalised report by area with tips, insights and practical next steps

✔ Understand what good looks like, and where to focus next

✔ Gain powerful insight into how your business is (or isn’t) building real financial security

✔ Finally feel clear, confident, and back in control of your financial future - knowing what to focus on

I’ll help you build financial security - without having to gamble your future on an exit that may never happen.

After 25 years as a business owner, financial coach and CFO I've seen too many founders chasing growth, revenue and other vanity metrics without a clear path to lasting financial security.

They’re working hard, doing everything ”right” but financial security still feels out of reach.

  • Are you growing real wealth, or just treading water?

  • What if your business doesn’t sell when you need it to? Business models are changing so fast, you can’t guarantee you’ll have a business that’s saleable.

  • Maybe you’re quietly proud of running a lifestyle business, you don’t even want to scale and sell, but you still want financial security.

Success isn’t just about fast growth. I’ll help you build a profitable, resilient business that builds your future security now, and creates value if you decide to sell.

Work with me…

Whether you just need a steer, want a deep dive, or are ready for real change, here’s how we can work together:

One-off session

Got a specific challenge, decision or money worry?


Book a single session to get honest, practical advice and walk away with a plan.

✔ Talk something through
✔ Sense-check your thinking
✔Get clarity and confidence

£250

Financial Deep Dive

If you know something’s off (or just want a proper check-up), I’ll take a good look at your business finances , and tell you what’s working, what’s not, and what to do about it.

This is a one-off diagnostic with a short written report, and a 90 minute call to debrief packed with insight and recommendations.
We can look at business finances, financial mindset, personal habits, or all three.

Or book a bespoke Deep Dive.

✔ Spot the gaps
✔Know where you stand
✔ Get a tailored action plan

£950

Financial Security Coaching

A structured, high-impact coaching programme to help you build lasting financial security through your business.

✔A clear roadmap for financial success
✔ Expert strategy, planning and execution
✔ Accountability to keep you on track

From £250 to £1,950 per month

Meet Serena

There’s a massive personal “why” behind this

This isn't just a business for me, it's a hugely personal lifelong mission

In my early twenties during the '90s recession I went through 3 big financial traumas:

  • My parents lost their business and home through no fault of their own.

  • At 21 I lost the house I'd oh so proudly bought when I was 18.

  • And the incredible family business I worked for as an (over promoted and under qualified) head of finance went dramatically bust after growing from £0.5m to £10 in just 3 years. I had to make hundreds of people redundant, close down our national chain of shops and watch the liquidators take my bosses dignity.

It lit a fire under me that’s never gone away to help business owners build lasting security.

During my business owner journey I bought into the scale and exit hype in my own business too.

 I spent 12 years chasing fast growth, because that's what I was told I "should" want.

It didn't make me happy. In fact I burned out in spectacular style!

 So I found a way that worked for me, and I used my "lifestyle" business to build financial security on my terms.

How my coaching program works

It’s a powerful blend of financial and  business coaching, consulting and CFO expertise - whatever it takes to get you the results you want.

I'm not here to do your accounts or sell you a 7 figure exit.

I'm here to challenge your thinking, get you super clear on what financial success looks like for you, untangle your relationship with money and build a wealth mindset, and help you build a business that creates freedom not stress.

I’ll ask the hard questions, help you make confident financial decisions, and make sure you understand what's going on in your numbers.

I’ll help you build a business that can pay for your future.

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Building your financial security

Most finance approaches ignore that we’re human; most people aren’t motivated by pages of numbers!

So I blend vision and financial clarity, financial mindset coaching with consulting and strategic direction, quarterly planning and absolute accountability to create lasting change, consistent financial results, and a business that can afford to pay for your future.

Vision, goals & strategy:

What do you even want? We’ll start by getting super clear on your vision for your life, and what financial success and security look like for you. We’ll put this at the heart of our work together.

Financial mindset:

Financial decisions aren’t logical. They’re emotional and driven by your unconscious beliefs and blueprint, so we’ll uncover what’s making your financial decisions and create a wealth mind set.

Master your finances:

We’ll create a financial strategy, take control of your personal finances, put gorgeous visual reporting in place, maximise your profit and build your cash reserves, build financial resilience so you can confidently plan and invest in your future.

You’ll learn the wealth rules for lasting success, create your personal wealth milestone plan, and track your net worth.

Planning, execution and accountability:

We’ll set high impact and focussed quarterly goals so you’ll make consistent progress towards more financial security, with expert guidance, advice, support and firm accountability.

Book a free chat

Ready to take that first step to more financial success, peace and security?

I'll help you create a clear and practical path forward, wherever you're starting from.

Ways to work with me:


Not sure what you need or where to start? Let's talk it through and see if I can help.


Book a free chat here   (I hate "salesy" so there's no pressure, promise!)

I’d love to hear from you!

Serena

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