The lives we lead are the direct result of the choices we make.

We call them 'choices' but at a deeper level, they are actually the trade-offs we are willing to make. And trade-offs are the product of our stories, our experiences and our conversations.

When it comes to financial advice, I believe the focus needs to be more about chasing life than chasing money. I believe we can create a better future, one that is born from new conversations, human conversations, conversations that are about life decisions rather than just financial decisions alone.

LET'S CREATE A BETTER FUTURE

SPEAKING EVENTS

As a speaker I enjoy asking questions and telling stories that challenge the way we think about money, and sparking conversation and debate, not just about our finances, but also the way the financial services industry works. Offering practical experience from more than thirty years as a financial adviser, my aim is to provoke thought and inspire audiences to see the world differently.

PRIVATE CLIENTS

In golf, you play the shot - it's yours to play; your caddie is there to help you manage the course, the conditions and often your own limiting thoughts and behaviour. In the same way, The Financial Caddie™ exists to help you when you face difficult choices. Trusted partner, course manager and behavioural coach, The Financial Caddie™ helps you make smarter decisions and keeps you on track, while you play your own game.

FINANCIAL ADVICE FIRMS

Financial advisers face a significant business model problem. The current financial advice model is broken and it's time to let go of industry thinking and act like a profession. My goal is to show forward-thinking financial advice professionals how to create a sustainable business that delivers an inspiring advisory experience their clients willingly pay for.

Our stories involve trade-offs

often these choices are not easy -
are you living the life you want?

SHARING MY UNEASY CHOICES

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I believe that we need to be reminded that we can create the freedom to do the things that we enjoy. This freedom always requires us to make trade-offs, and these can be uncomfortable. However it is often in that very discomfort, that we find out what matters most to us. When we are open to having conversations about the trade-offs we face, our choices can have depth and lasting value. When we know, and understand the trade-offs being made, we will either change our choices or value them more deeply.

PRO GOLF LESSONS

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Golf is a game of ego, but it‘s also a game of integrity. The most important thing is that you do what’s right when no one is looking. I love this quote from Tom Watson as it is a constant reminder of greater lessons that we learn from the choices and trade-offs we make - and helps us understand why those are important to changing our conversations and changing the decisions we make. My life as a professional golfer taught me lessons that have borne fruit far beyond the 18th-hole.

15 YEARS ON

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The person that I become when I stand in front of a large group of people is not a persona that is created in green room; it's a culmination of every good - and every bad - decision that I've made over the past five decades. Fifteen years after losing my mum, I have had several more ups and downs that seemed cataclysmic at the time, but have shaped my character and sharpened my conviction. Embracing this is essential if we want to create an industry where people feel free to talk about life and not about products, have the confidence to have conversations that will bring about change. Be confident in the value you bring, and make this central to your conversations.

SHAPED BY MY DECISIONS

If you want to get an insight into who I am, how better than to understand some of my own trade-off decisions around life and money.

TWO SUITCASES

In 2012, my partner took our two children on holiday from the UK to South Africa. I chose to...

DREAM CATCHER

In 2003, playing off a 2 handicap, I won our golf club championship for the second time in three...

A SINGLE TEAR

3 January 1994 - my 26th birthday. I had recently taken a job as a trainee equity dealer in...

LET'S HAVE A NEW CONVERSATION