Stop winging it with your money

I help business owners get clear on what they actually want from life, then engineer their business to build the wealth to get them there

Your business looks successful from the outside, but inside it doesn't feel safe. You're working harder and harder... but for what? You don't even know what you're building towards…

You're flying blind with no clear visibility of what's ahead, and you're scared of making the wrong move.

You don't trust the numbers, don't really know what they mean, and that constant low-level anxiety never really goes away.

You're guessing when it comes to your money, and your brain won't shut up about it:

Am I making enough money? How is AI going to impact me? How much is my tax bill? What if I lose that client? Is cash flow okay? Why don't my accounts make any sense?

The questions never stop.

And then there’s the bigger question that hits you at 3am:

Is this even making me happy?

Nobody's ever shown you how to manage your finances, told you the rules, or helped you plan your future - in a way that makes sense to YOU.

It IS possible to actually understand what's happening with your money, where you can make confident decisions, and where your business consistently builds your wealth - not just pays your bills.

I'm Serena Humphrey, and I help ambitious business owners stop flying blind and start building real wealth.

What do you actually want your life to look like?

So many people are building a business but don't know what goal they’re working towards.

They're stuck on the treadmill, working harder and harder with no destination.

What does it mean to you to be financially free? No one else’s version of success, just yours

And what's your number? The one that lets you live that life?

I’ll help you work backwards from what you want . We’ll figure out your number, then engineer your business to get you there - tying your numbers into your goals.

Because every decision needs to move you closer to that life.

You have to have an end goal and to know that your business is helping you to get there - otherwise what is the point?

Forget the risky scale-and-exit gamble that everyone else is pushing.

I'll help you get control of the chaos first, fix what's broken and start building your financial strength.

And when you can finally think straight, we'll get clear on what you actually want your life to look like, and engineer your business to get you there. Investing some of your profits consistently into your pension or investments, and letting time and compound interest do the heavy lifting to build your wealth, while you keep control of your business and your life.

No exit required. But as a bonus, doing this stuff will make your business more valuable anyway, so you may still sell, but you won’t have gambled your entire future on it

Step 1 - Control

I’ll stop your head spinning and find out what's real financially. We get you out of the chaos, the unknowns, and flying blind.

You’ll have real numbers you can trust, the true picture of exactly where you stand, and the financial foundations you can't build wealth without.

No more abstract worrying - just facts.

Here's how we do it

Step 2 - Fix

We’ll prioritise and fix the root cause of your financial stress.

I'll help you fix the profit leaks, build your cash reserves, and make your business bulletproof.

Your business starts feeling solid, and you feel calmer because you finally have a plan that works.

Step 3 - Build

We get clear on what you actually want your life to look like - and the money you need to live it.

Then we’ll create your financial plan to get you there and engineer your business to consistently make the profit and cash to get you there.

You'll start building real wealth that doesn't rely on selling your business - and you'll get closer to the day you're financially free, and get to choose how to spend your days.

Why work with me?

I'm a Chartered Management Accountant, experienced CFO, a wealth and mindset coach, and business owner of 25 years working with hundreds of small businesses. I've built my own freedom using my business profits, instead of chasing the scale-and-exit dream.

I combine CFO expertise + wealth coaching + fierce protection for your financial future.

While accountants do your books and coaches work on mindset, I'll help you fix the whole system. I see the whole picture when everyone else is looking at fragments. I'm not a distant advisor - I'm the person at your side, getting to the heart of the issues.

I'm really good at helping you connect to the life you really want, then translating that into: “what do I need to do now?”

Every decision becomes easier because you know where you're going

Think of me as your financial bodyguard.

I spot threats months ahead, keep you safe from decisions that could derail your future, and fight for your wealth like it's my own family's security.

What my clients say

"OMG, I feel like I can breathe for the first time in years."

"Serena has changed the way we get out of bed in the morning."

"I finally feel like I'm not flying blind."

My clients go from winging it to being in complete control.

They sleep better, make confident decisions, and actually enjoy running their businesses again. More importantly, they're building real wealth while living the life they want.

Ready to stop flying blind?

This is for you if:

  • You're turning over £250k-£2m

  • You're done with the hustle treadmill and want to build wealth your way, not someone else's version of success

  • You're tired of juggling numbers in your head, and are ready to understand what's really happening with your money

Book a strategy call with me

We'll talk through what's worrying you about your finances, and I'll help you see what needs fixing and what to tackle first.

After our chat, you'll have:

  • Clarity on what's actually going wrong

  • A sense of what's possible for your business

  • The next steps to get started

No more lying awake wondering if you're doing this right.

Serena

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