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]

Travelling around the North West I meet many local business owners who quietly tell me the same thing:They’re working ha...
22/07/2026

Travelling around the North West I meet many local business owners who quietly tell me the same thing:

They’re working harder than ever, carrying more than most people realise, yet rarely finding the time to stop, breathe and think clearly about where their business is heading.

That’s why I’ve created the Command One™️ Mastermind Day in Cheshire on Thursday 29 October.

It’s a low-cost, high-value , practical day offering a select few entrepreneurial business owners the chance to step away from the daily noise, share ideas with a peer group who understand their pain, and leave feeling clearer, lighter and totally back in command.

How open would you be to joining me? I've left the link in the first comment so you can check it out and reserve your place.

21/07/2026

“It took me years to become an overnight success.”

Here I've captured a powerful reminder for you and I, as I arrive into the Santa Cruz port, Tenerife.

Success is not built in 24 hours. It comes from direction, structure, learning, support and staying committed to the journey.

Watch my quick video below.

15/07/2026

The early bird wins.

While returning to my cruise ship in Bridgetown, Barbados, I noticed thousands of people were only just beginning their day.

By then, I had already explored, experienced and achieved more before the crowds arrived.

There’s a valuable business lesson here:

Starting earlier gives you more time to think, learn, prepare and act before opportunities become crowded.

Watch the video, then consider:

What advantage could you create by starting your day just a little earlier?

With the current world events impacting our daily lives, how lonely, pressured or disgruntled are you feeling right now?...
15/07/2026

With the current world events impacting our daily lives, how lonely, pressured or disgruntled are you feeling right now?

Here at the Transformer Business Network Group we believe in offering business entrepreneurs who are just like you the help, support and guidance they need to overcome challenges and succeed.

For a limited time only we would like to extend an invitation for you to attend our next Transformer Business Network meeting which is on Wednesday 29 July at 0645 for 0700hrs. The bonus is we finish at 0830hrs so you can continue the rest of your day as normal.

Interested? Tick a like to this post, or post your response below and we will send you details.

30/06/2026

Ever feel as though your working life has become “same stuff, different day”? 🔄

Busy calendar. Full inbox. Plenty happening.

And yet… somehow, not much real freedom.

In this short 2-minute video, I share why so many capable people feel trapped on the work treadmill. Busy, productive, successful on the outside… but still not truly free.

I filmed this in beautiful Tortola, where a powerful moment in history reminded me of something important:

Change doesn’t always begin with a huge leap.

Sometimes, it begins with a moment of recognition.

A decision.

A small, intentional shift that changes what happens next.

If you’ve been waiting for a sign to create more time freedom, more choice, and greater financial independence…

Maybe this is it.

Watch the 2-minute video below. 👇

24/06/2026

When asked how they feel about the UK's future, people scored -50% net optimism.

About their own personal life? +38%.

That gap says almost everything about where we are right now.

I've recently been at the Professional Adviser Northern Group, and one set of figures stopped me in my tracks. Across thousands of people surveyed in 2024 and 2025, optimism about personal life sat at +38%, optimism about the local area at just +9%, and optimism about the country as a whole at -50%.

So why aren't people as happy as they used to be? And more importantly, what can you actually do about it?

In this short 3-minute video, I unpack what the data is really telling us, the gap between how we feel about our own lives versus the world around us, and the one practical habit that helps people feel more in control: getting honest about your budget. Essentials, discretionary spend, and luxuries, and where the hard decisions really need to be made.

If you've ever wondered why so many people feel uneasy despite having more than ever before, this one's for you. Have a watch. 👇

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.

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