Retirement coaching
Your hopes, your numbers, one clear plan 🌅
Retirement shouldn’t be a guess. I’ll gather everything about your situation, then we sit down together to talk through what you want, and what it will take to get there.
These reviews are from across all of my Real Life Money services.
“I have pensions everywhere and no idea what they add up to.”
I’ll help you gather it all in one place and make sense of it.
“Will I actually have enough?”
We’ll build illustrative forecasts around the life you want, not just a generic figure.
“I don’t know what to do next.”
You’ll leave with clear guidance and next steps, and I’m there afterwards too.
The plan starts with what you want your retirement to look like, then works backwards with the numbers.
Most people don’t have the luxury of a financial advisor. We should learn financial literacy in school. These are the reasons why I built Real Life Money.
I’m a big believer in learning through enjoyment. These are serious topics, but I want you to learn with a smile on your face.
I’ve worked in financial services and now teach maths, so I combine the technical knowledge with a patient, clear way of explaining it.
💬 WhatsApp me: 07939 887950Fill in the short form below. It comes straight to me.
I’ll collect the details of your pensions, savings, income and plans.
We meet to discuss what you want retirement to look like.
I use technology and my knowledge to forecast and guide you, and I’m here for follow-up questions.
Fill in this short form and I’ll get in touch to talk through the next steps.
The full service: gathering your information, a meeting about your hopes and goals, forecasts and guidance, and aftercare.
No. It’s educational guidance and coaching. I’ll help you understand your position and options, but I won’t recommend specific products or make regulated recommendations. For that, you’d need an FCA-authorised adviser.
They’re illustrations based on assumptions about growth, inflation and spending, so they show possibilities, not promises. We’ll talk through what could change them.
Just the form for now. I’ll tell you which documents to gather, such as pension statements.
Support after your meeting for follow-up questions as you put things into practice. I’ll explain exactly what’s covered when I get in touch.
I’m Leo, a secondary school maths teacher and former financial adviser based in Bristol. I’m not selling products and there are no referral fees or commissions, just honest, practical help.
Another question? WhatsApp me. No question is too basic.