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Prosperity Life Planning

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Prosperity Life Planning

🌟Verve Award Winner for Best Client Outcomes! Helping successful professionals make confident decisions about wealth, retirement and the life they want next.

The best day of your life is the one in which you realise you are living the life that you truly want! Looking forward to a tomorrow that is truly fulfilled. You may not be clear about what you want your new future to look like – and even if you are, you may not believe it is achievable. I believe it starts with discovering what’s really important to you in life; to consider the qualities you want

to experience both personal and/or business. Its how you want your future to look like with your own dreams and goals. If this sounds interesting to you then you may benefit from my alternate approach to financial planning. Financial Life Planning and it comprises three separate elements which are put together, Life Planning, Financial Modelling and Wealth Management. Whatever your ambitions and plans are, Financial Life Planning can help people just like you to better manage your day-to-day finances, to grow and protect your wealth and to get on track so that you really can live the life of your dreams. If you would like further information about our charges and initial consultations please call 07866 493517

31/08/2026

👀 Something I find really interesting when I talk to people who’ve built significant pensions…

They usually know roughly what they’re worth.

But when I ask what those pensions could actually give them, that’s where things become less clear.

What income could they provide?

When could you access them?

Could you afford to work less or retire earlier?

How do they fit alongside your savings, investments, property and everything else you’ve built?

Most people genuinely don’t know.

Simply because nobody has ever joined all the pieces together and shown them.

So the pension becomes a number on a statement. Something to deal with “later”.

Yet for many of the people I work with, it’s one of their most powerful assets.

Understanding what you have can completely change the decisions you make about what comes next.

When did you last properly look at yours? 👀

27/08/2026

A little culture and a long overdue catch-up 💕

Loved seeing the Escher exhibition at House with one of my besties

Such a lovely afternoon, art, wandering, chatting and just making time to catch up properly.

Sometimes all that matters is a little Friendship, connection and time out ❤️

22/08/2026

Friday thoughts 💛

I’m technically still off work 😍

Although “off” seems to mean an hour here and there checking in with my team, dealing with anything that needs my attention and, of course, still sitting down on a Friday with my weekly planner!

I’ve got another 10 days before I’m properly back at my desk and I’m really appreciating the space.

Something I’ve been thinking about is how much energy ⚡️ my work actually takes.

The Life Planning work I do with clients can go pretty deep 💛

We talk about their lives, what matters to them, what they want more of, what they want to let go of, and sometimes the things that are getting in their way.

There’s so much joy and excitement in those conversations, but there’s also emotion 🤍

My job is to listen, ask the right questions, and hold that space while someone works through it.

And I love it.

But I’ve realised I need space to refill my own cup too.

This week reminded me of that…

Yesterday was GCSE results day 💕 and what an emotional day!

So incredibly proud of our girl, but results were only one part of it.

There’s now the next chapter: choosing A levels, wondering what she wants to do, and exploring all the emotions that come with not having all the answers yet.

And that’s okay.

As parents, sometimes our job isn’t to give them the answer. It’s to give them the space to work it out.

Maybe that’s why it felt so familiar to me ❤️

I’ve also kept up my training, spent time with family, and genuinely feel stronger and more energised than I have for a long time.

I think I’m finally finding a better balance between looking after other people and making sure I’m looking after myself too.

So another 10 days of this slower pace: family this weekend, more celebrations during Shravan (Hindu fasting month), training, a little work when I choose to, and plenty of space in between ✨

Turns out taking a month off was probably exactly what I needed 💛

Does this resonate with anyone else right now? Would love to hear your thoughts

Have a fab weekend x

19/08/2026

What a brilliant concert! 🎶

I just love this clip.

There’s something WOW about watching one artist captivate thousands of people all at once 💙

Who else saw The Weeknd at Wembley?

17/08/2026

Happy Birthday to my gorgeous friend and Business Bestie Chelsea! 🥳💕🎉🎂🎁

Love love love our friendship, all the laughs, chats, and how we support each other through biz and in life.

Hope you have the best birthday 🎂💕✨

Love you lots 💛💚

14/08/2026

Friday round up, holiday edition ☀️♥️

Tonight we head home after such a lovely week together.

Yesterday was mostly a chill day at the beach, followed by dinner with some of my SPR friends who live here. So lovely to see them and for our families to spend some time together 🧡

I also took a call from a client who really needed to talk something through.

I did have that moment of, do I take the call while I’m away or wait until I’m back?

But actually, it was quite simple. She trusts me, she’s going through a challenging time and I knew I wanted to be there for her. So I went with my instinct.

Apart from that, I’ve properly switched off.

We’ve laughed A LOT 😂, spent so much time together and I feel incredibly grateful and proud of my little family.

This is what freedom feels like to me.

Having a business I love, being there for the people who matter when I choose to be, and still having the space to enjoy my own life.

And the summer isn’t over yet! ♥️

“The Weeknd” this weekend 🎶💃, GCSE results next week 😬 and a few home projects I’m excited to finally get underway.

Then back to my desk in September, refreshed and very ready for what’s next 💛

12/08/2026

Three weeks already! 💛

I can’t believe it’s been three weeks since my Summer Soirée.

I’ve loved all the photos and videos 🥰 but what I’ve loved even more are some of the conversations that have happened since.

People thinking differently.

People asking questions.

People getting clearer about what they want.

And some actually taking action. 🙌

That energy has been really lovely to see.

I’m still on my hols at the moment, enjoying a slow pace and lots of family time ☀️❤️

But next week I’ll be welcoming a new couple into Prosperity Life Planning to start their own Life Planning journey, and I’m really looking forward to it 😍

It feels like a lovely reminder of what I hoped the Soirée would create.

A little more thinking.
A little more possibility.
And the confidence to take the next step. 💛

I’m still feeling incredibly grateful for everyone who was part of it x

10/08/2026

Different view, same Monday routine 💛

A few days into our hols and really enjoying slowing down, the sun ☀️ and time together.

Still love to train and look after myself. I’ve learnt that the things that make me feel good don’t need to disappear just because I’m away.

Every morning has started with a workout, followed by days relaxing, exploring, spending time together and plenty of moments doing very little 😂☀️

How was your weekend?

❤️

07/08/2026

Friday Round Up 💛

And that’s a wrap for August! 😍

I’m heading off to Malta and then taking the rest of the month away from my desk.

I’ve always found taking a long break from the business quite challenging.

In the past, I’d worry about losing momentum, and the longer I was away, the harder it felt to get back into the rhythm again.

This year feels very different.

I’m leaving at a time when the business is growing, I’m still bouncing off the energy from my Summer Soirée, and I’ve had some really lovely messages from clients since the event. 💛

This week I’ve welcomed another new client, moved several client cases forward and completed more annual review work. I now only have three reviews left for 2026 before we start looking ahead to 2027, which feels pretty good!

Yesterday I also recorded a podcast with Lewis Byford from the Financial Planning Club 🎙️

We had a such a brilliant conversation about my journey, life planning, the way I work with clients and some of the lessons I’ve learned along the way. I really enjoyed it.

And now I’m ready to slow down.

Hols first ☀️, including a catch up with some of my Six Pack Revolution friends, then quality time with my family 💖 and hopefully a little space for some of my home projects too.

The biggest difference this year is knowing that things will continue moving in the background while I’m away.

I’ve worked hard to build the right support around me, and I’m finally getting better at allowing myself to step away and trust it.

So I’m signing off feeling grateful, excited about where the business is going, but equally excited to have some proper time away from it.

See you back at my desk in September 💛

Have a lovely weekend everyone ☀️🥂

📸 2025 and now 🥰

06/08/2026

Fab way to close for the Summer!

Spent this afternoon recording a podcast🎙️with Lewis Byford from the Financial Planning Club

We ended up talking about so much more than financial planning… life planning, great conversations, what clients have taught me over the years, and why I believe money should help us live a life that’s meaningful and fulfilling 💛

Thank you Lewis Byford, for such a top conversation!
Looking forward to hearing the finished episode and sharing it with you all soon 😍

📸 pic from Sept 2025 at the Verve Verve conference

Address

Romford
RM52QP

Opening Hours

Monday	10:30am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

http://www.prosperitylifeplanning.co.uk/

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