WEALTH STRATEGIST
Creating empowering relationships with money
Wealth strategy that goes far beyond financial investment
Wealth
Worried?
You have done everything right, you are successful, smart, hardworking and either running your own business, managing staff, servicing clients, or giving your time to make another business successful. You know there is more to life than money, yet are you prepared?
Unprepared?
Whether you are the self-appointed ‘bread-winner’ or the family ‘nurturer’ – it’s just a role that you decided to take on, probably emulating your parents or grandparents as unconscious role models. We need to break this cycle of not talking about money. You need to plan for the future you want.
Under pressure?
You know that precious time with your family is more important than work, but the pressure to provide seems yours alone to bear. Can you talk to your partner and share the burden, or is your partner also hiding from the conversation?
Exhausted?
Re-structuring your relationship with money removes tension. It helps you to identify how much money your family needs to cover the bills and then enables you to feel much more in control. You can now focus on creating THE Wealthy Life that you want to start enjoying now.
It’s time to create the life you deserve – A Wealthy Life.
Lee Thomas
Paul and Taya Burke
Gordon Glennister
What is a wealthy life?
Could these be your words?
“I focused on my work at the expense of watching my children grow up. There are so many family stories that my children share, but I can’t remember them, which must mean that my focus was elsewhere. I thought I was doing the right thing – to provide a better life for my family, and now bitterly regret missing so much of their early years.“
You may discover that in the process of developing your business and career you have actually missed out on your family growing up when you didn’t need to. By calculating the cost of living the life you really want, you can ensure that you have sufficient cash flow to meet your wealthy life requirements.
A wealthy life starts with an understanding of what is really important to you, then creates a financial plan based on your priorities. The brutal truth is that if you wait until you are ready to retire, it will too late.
Let me help you create your Wealthy Life now –
All it requires is a call with me.
How the business has evolved
Vicki recognised early on, that regardless of the property technique; buy-to-let, HMOs or flipping, the investment model starts with sourcing. By identifying areas where it made financial sense to invest, she could systemise and repeat her personal investment model for a growing number of clients. By 2010 Vicki was buying 1-2 properties a month for herself, family, and clients.
In 2021 as the property market re-opened, with the support of a growing international team and specialised local partners, she has bought and sold over 28 properties and is currently responsible for over £12.5 million of investment.
Clients feel that they can trust Vicki – which is rare in this money-first focused market. Vicki will work directly with you. Taking you first through a comprehensive wealth strategy consultation to help you understand your financial needs before you even discuss potential property techniques to leverage your resources.
Whether you need her help to do this for you as you are too busy with other priorities or have the time and the desire to learn how to source properties for yourself – Vicki will help.
In between working with clients, and appearing on 75+ international podcasts in the last 18 months, I also created my own lockdown garden! 2,500 seeds planted, re-potted, 11 varieties of courgette, 16 varieties of tomatoes, all shared with family, friends and the wider community.
All while working a 3.5-day week – one day with grandchildren and an afternoon visiting my mother.
Tina Fotherby
Jane Malyon
Laura Campbell
Client Stories
Jon is an experienced property investor and busy music producer. He recognised 2021 was an important year to expand his property portfolios. Working with me, he identified a clear financial strategy. Jon is now investing in property with my help, leveraging his financial resources and generating more income for his family, without using more of his time.
Ross carried the responsibility to provide his family for years. Commuting to the city meant that he was missing his children grow up. He says that after working to create his wealthy life financial plan, he achieved more towards his financial goals in one year than in the last 11 years and had completely changed his mindset.
Jess is a successful solicitor rushed off her feet. A new property investment project remained a dream. Restructuring her personal and business finances so she could create more time for herself means that she is now working a four-day week, with a waiting list and has a clear plan for her next property project.
How we work with you
By offering a uniquely different approach to wealth management and financial freedom that puts you front and centre, you will gain:
- greater clarity about your priorities,
- more financial confidence, and
- greater financial control.
This enables you to design, create and live A Wealthy Life of your choosing.
Clients have three things in common:
- a desire to create greater financial security in their lives, through independent sources of additional income,
- under-utilised cash or asset-based wealth and,
- a need to create a better life for themselves and their family.
Based on the Five Principles of a Wealthy Retirement, and through a series of strategic conversations Vicki will help you to identify your untapped resources and create a focused personal financial investment plan. Redirecting you to parts of her professional team as needed.
All you need to do is take the first step.
Constance Lamb
James Kinsley
Alison McRobert
Who do we help
Business owners that are outwardly successful and have their personal finances under control, but know they want more. More control, more freedom, more time –to create empowering business plans to grow or exit their businesses, confident in the knowledge that their personal finances are under control.
Employees who want to re-strategize the role work plays in their wealthy life plan, rather than regretting the time work takes from them. All the while ensuring they have more than enough money for their family.
Families disconnected because talking about money is a tense topic yet who want to be more open about their financial situation, sharing the responsibility with their partners, and don’t know how or where to start.
Imagine a world where you are in control of your finances, rather than the accountant or government. Where conversations about money were positive rather than ignored, and a world where, as a family, you all pull together towards a shared vision of a wealthy life.
Imagine what you would do if you did not have to work just to pay the bills.
Book a complimentary call
Feel free to connect with me on any of the channels below, or complete the contact form and I will aim to get back in touch with you within the next 3 working days.
