Wealth Management and Financial Coach

Wealth Management and Financial Coach We work with you for you to deliver an amazing first class service in Business Exit Strategy Plannin

Our Specialist Services
We are able to offer you many services. However, a face-to-face meeting is preferred to explain the services which we can offer you in more detail. We have taken the opportunity to deal with the issue of Will Writing, Business Exit Strategy Planning, Investment Property and Estate Planning. Should you wish to discuss some or all of these issues please do not hesitate to con

tact us. For more details please do not hesitate to contact us on 01829 760929 or email us at [email protected]

When pressure rises, fundamentals are what hold.In this final episode of Veterans to Success, Joe breaks down why real m...
29/01/2026

When pressure rises, fundamentals are what hold.

In this final episode of Veterans to Success, Joe breaks down why real mastery isn’t built on complexity, motivation, or hype—but on simple actions done consistently.

If you’re feeling overwhelmed or stuck, this episode will reset your thinking and bring you back to what actually works.

Search Veterans to Success on Apple or Spotify.

In the milestone 100th episode of Veterans to Success, Joe pauses to reflect on what really creates progress when no one...
23/01/2026

In the milestone 100th episode of Veterans to Success, Joe pauses to reflect on what really creates progress when no one’s watching.

He strips away the overnight success myth and shares personal stories of resilience – from breaking his neck (twice) to pushing past the fear of starting the podcast itself.

To listen to this podcast search Veterans to Success on Apple or Spotify, or click the link in the first comment 🎧

🎙️ This week on Veterans to Success, Joe sits down with Valerie Ormond, a former US Navy officer whose 25-year career be...
21/01/2026

🎙️ This week on Veterans to Success, Joe sits down with Valerie Ormond, a former US Navy officer whose 25-year career began in a small town in Maryland and unfolded during one of the most pivotal periods in modern military history.

Valerie shares what it was really like forging a career as a woman in a predominantly male Navy, navigating resistance, seizing unexpected opportunities, and adapting as combat roles opened up.

It’s an honest, thoughtful conversation about resilience, mentorship,

In this week’s episode of Veterans To Success, Joe speaks with Vince Scott, a former US Navy officer who shares his jour...
18/12/2025

In this week’s episode of Veterans To Success, Joe speaks with Vince Scott, a former US Navy officer who shares his journey from growing up on a 250-acre ranch in Missouri to the halls of the United States Naval Academy. Vince reflects on the role of preparation, mentorship, and discipline in shaping success, as well as the realities of transitioning from military to civilian life. To listen, search 'Veterans to Success' on Spotify or Apple.

Sad news that General Sir Mike Jackson KCB CBE DSO has died.An outstanding character, the soldier's soldier, and a missi...
16/10/2024

Sad news that General Sir Mike Jackson KCB CBE DSO has died.

An outstanding character, the soldier's soldier, and a mission driven individual.

Rest in peace, Sir. Your leadership, courage and steadfastness will never be forgotten. ⚔️🪂🇬🇧

My thoughts and prayers are with the Royal Engineer Sapper and his family who was mindlessly injured outside the RSME Br...
24/07/2024

My thoughts and prayers are with the Royal Engineer Sapper and his family who was mindlessly injured outside the RSME Brompton Barracks.

Having served there during my Artisan training with the Corps of Royal Engineers twice. Followed by living in the area for a further 15 years. I never would have thought this could possibly happen today.

Society is broken when those who serve and defend our country proudly cannot walk the streets wearing their uniform without running the risk of some misguided individual venting their uncontrollable anger needlessly.

Let’s come together in quiet contemplation for a moment and send your best wishes to the guys in the Corps of Royal Engineers and our wider military community who, like me, will be feeling tremendous sadness on receiving this news.

A man is held after a suspected murder attempt on a soldier in uniform near a Gillingham barracks.

🚀 Join Me at The AFBC Business Mastery Event! 🚀I'm excited to be speaking at The AFBC Business Mastery event, where I'll...
21/07/2024

🚀 Join Me at The AFBC Business Mastery Event! 🚀

I'm excited to be speaking at The AFBC Business Mastery event, where I'll be sharing insights on how to create effective financial strategies for business, save tax and protect your assets. Whether you're an experienced entrepreneur or just starting out, this event is packed with valuable information to help you grow your business.

Event Details:

📅 Dates: July 27-28, 2024 🏢 Location: Online or In-Person at AFBC, 21 Lexden Road, Colchester, Essex, CO3 3PT

Why Attend?

Expert Speakers: Learn from top professionals in various fields.

Networking Opportunities: Connect with like-minded entrepreneurs.

Actionable Insights: Gain practical strategies you can implement immediately.

Don't miss out! Register now: AFBC Business Mastery Event

15/06/2024

Happy Birthday to our King who is the Commander-in-Chief of our military forces.

Today is also the day when the birthday honours list is released and the good work of many is realised.

All in all a fabulous day of tribute, success, and celebration.

Have a brilliant weekend 👌

Your Country Needs You!Today is The Big Fight for Charity day. I’m such a proud dad because my youngest son Conrad is fi...
06/04/2024

Your Country Needs You!

Today is The Big Fight for Charity day.

I’m such a proud dad because my youngest son Conrad is fighting to raise funds for the military charity Transformation for Veterans.

He has been training extremely hard to get in shape for the UWCB boxing tournament at the Bowles Exhibition Centre in Manchester.

It would be outstanding if you could do your bit to boost his confidence by sponsoring him today and help him achieve, succeed and exceed his fundraising target.

To find out more visit
his JustGiving page to donate:

https://www.justgiving.com/page/conrad-oconnor-1710953213002?utm_medium=fundraising&utm_content=page%2Fconrad-oconnor-1710953213002&utm_source=whatsapp&utm_campaign=pfp-whatsapp

Thank you and have a brilliant day😊

Help Conrad O'Connor raise money to support Transformation for Veterans

02/04/2024

As we draw to the end of the day. Remember today commemorates the 42nd anniversary of the Falklands War.

My thoughts and prayers are with those who lost their lives during or after as a consequence of that conflict.

Spare a moment too for those affected physically or psychologically by that war too.

17/03/2024

I trust you have had a very Happy St Patrick’s Day ☘️ and experienced a great craic! 🇮🇪☘️

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