Nicholas Lee
Making Sense of Money

6 Ways I can help you to Make sense of Money

My coaching practice places you and your needs at the centre of the engagement. By listening carefully I help you to work out what you need to do to make sense of money for yourself.

As you build your confidence and knowledge around money we design a financial life plan that is uniquely yours. You gradually create peace of mind about your finances, knowing that you are in control of your expenditure and savings and will  not run out of money.

I provide consistent support and guidance throughout the process, helping you to navigate setbacks and exploit windfalls as your needs  change over the years.


compass1. Where are you?

Together we will create an audit of your current resources highlighting strengths and weaknesses. My clients always find this exercise revealing and helpful. It helps start the process of aligning their hopes and dreams to a viable financial plan. They feel a sense of control. No longer dreaming wistfully, they begin to see the power of action.

 

clarity2. Offer Clarity

By addressing your concerns around budgeting, savings and retirement planning we will abolish shame and fear and move towards clarity. We create a financial life plan that is uniquely yours.


 

listen3. Listening

When it comes to financial matters it helps to have someone who listens with care and empathises with the situation. Part of my role is to listen to you as you work out how to move forward. And I will always counsel you to listen to your ‘better angels.’


 

money-and-time4. Money and Time

I help you to work out how money fits into your life as a means to create the time and space to do what is important to you and to be yourself. By helping you to stop procrastinating and being fearful, we invite you to start from where you are with optimism. We create the potential for happiness.


 

time5. The Long Haul

Transformation is rarely immediate. Maybe in a Tarzan movie (“…and with one leap he was free!”) but not in real life. It takes time to shift your perspective and longer to see real financial results. Progress is not linear, there will be bumps in the road as circumstances change. My role is to keep you from doing anything daft with your money and doing what you know is right.


 

know-how6. Know-How

There is a good deal of mystery surrounding investment and pensions. It is not half as difficult as the ‘financial industry’ make it look. With a little guidance you will be able to navigate the maze. Remember you do not need to know everything, you just need to work out what you want and make sure you’re getting it.
 

What are the next steps?

Most people want to know...
What does it cost?

To help you decide if my services would be of value to you, I offer all potential clients a no obligation call at no cost. To take advantage of this offer, please just drop your name and phone number in the boxes opposite and I will call you back to arrange a good time for a call.
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Feedback

When we first met Nicholas we cheerfully announced that we were ostriches when it came to money – heads firmly in the sand.  But actually there was quite a deal of pain behind this statement, along with a complete inability to move forward. Nicholas did not just tell us what to do, he helped us explore the pain and the emotions that were wrapped up in it, along with the embarrassment that we were in this situation: we are not stupid people but in this aspect of our lives we seemed to have failed miserably.

Lynne and Paul Maguire

After only 2 meetings with Nicholas, we have made enormous strides in managing our money and understanding how we can achieve our financial goals. It’s very true that you don’t know what you don’t know - and like most people, it turns out there was so much that we didn’t. We are now so pleased to have a clear plan towards financial freedom thanks to the guidance of Nicholas. We would 100% recommend him to anybody that wants to achieve financial independence or be the masters of their own destiny. 
 

Adam Tipper, NextGen Makers

I’m delighted by the insight and support I got from Nicholas. I wanted to get an idea of what retirement might look like financially, and by asking me the right questions and guiding me to look accurately at my financial situation he’s transformed my thinking. Retirement, when I take it, no longer looks like a precipice.

Professor Diane Kemp

Working with Nicholas has helped me look at my finances in an open and honest way. He has a unique and sensitive approach which has helped me look at my current circumstances. Together we have set an achievable budget and I have become much more conscious of managing my money in order to stay within that budget. I feel far more confident now about the things I can and can’t afford, outside of the everyday essentials. Happily I have now been able to buy my campervan with the knowledge that it is affordable. I feel far more in control of this aspect of my life.
 

 

Julie Widdowson , Architect

Nicholas has helped me tremendously.  I came to him when I felt I had exhausted all the avenues that budgeting apps, spreadsheets and online banking could offer me.  I knew I had a confused relationship with money but didn’t know how to break habits learnt in childhood. Nicholas has a methodical and practical approach, that is gentle and without judgement.   He asks lots of questions and really listens to the answers.  His approach is practical and through his teaching I have learned to understand and change my behaviour with money.  I feel for the first time in my life, I am in charge of my finances, not the other way round.
 

 

Rachel Moorhead, Writer

We have had the pleasure of working with Nicholas for the past year and it has been truly transformational. Managing our finances always felt overwhelming and like we were wading through treacle with no end in sight or plan for the future. We are now in a position where we have a joint understanding of our financial situation and can look to the future with optimism with a very bright light at the end of the tunnel.

Sukhi and Tony Vella

I wanted to take control of my finances. I needed information and guidance from someone I trust, who could educate and empower me enough to make decisions. Nicholas was the perfect choice. I can now see my financial future and what steps I need to take moving forward and I am happy.
 

 

Sarah Whitticase

This last year has been a very challenging one for us; it seems hard to believe that it was year ago when we realised there was something very much amiss with Jackie. Throughout the year you have been supportive and have perfectly judged when to encourage, when to sympathise and when just to listen. Thank you it is appreciated.

Ian Pickford

By careful questioning and some challenging prods, we faced up to our resistance. Nicholas understood that it was hard for us but was always positive and never critical.  With his help we have been able to clear debts, budget and organise our finances, and put a pension and ISAs in place. More importantly our attitude towards money has changed and we no longer feel frozen with indecision. Nicholas has helped us to take action and we will be forever grateful for his expertise, kindness and good humour.

Lynne and Paul Maguire

I’m delighted by the insight and support I got from Nicholas. I wanted to get an idea of what retirement might look like financially, and by asking me the right questions and guiding me to look accurately at my financial situation he’s transformed my thinking. Retirement, when I take it, no longer looks like a precipice.

Diane Kemp
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