Life Focused Financial Planning is about living life on your own terms

Design your future

The life you want begins with three questions

  • What do you want?
  • When do you want it?
  • How do you make it happen?

Our coffee or yours?

Why not get in touch to discuss your requirements? We understand that life is busy, that’s why we’re happy to meet in person or virtually.

Let’s start to plan your future together.


The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy



Karen Coello is exceptional as an adviser and also is a very kind and trustworthy person. I felt completely confident in her skills, ability, knowledge and professionalism. Karen took all the stress out of the process of buying a home. She was very efficient and thorough, but at the same time very understanding and kind. I felt completely safe with her advice.She explained financial options to me very clearly I whole heartedly recommend Karen Coello. She took all the stress away from the process. She made the process a pleasure, which was wonderful and gave me excellent advice.

Marie-Claire Hancock (London)

Chris has been a great support in helping me understand how to set my life goals alongside my financial objectives.
I have always found his advice to be very thorough and he has a great approach at simplifying the subject
to a novice. In our reviews and communication he is approachable and has a great skill at listening then incorporating that into future plans.

Steven Tinkler (Tynemouth)

There are two areas of importance to ourselves, first our funds grow above inflation and second we can plan ahead for our future retirement with confidence. NOW Financial Planning has achieved on both counts and we are more comfortable and relaxed than at any time in our lives!

*Past performance is not indicative of future performance.

William Vernon (Hale)