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FOUR MONTH 1:1 WEALTH COACHING
In four months together, you'll go from having £100k+ sitting in cash you're not sure what to do with, to having a personalised investment strategy that's actually working for you — and a clear picture of what your wealth means for your life, now and in the future.
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If You Have 6-Figures In Savings, That’s A Problem
Having six figures plus sitting in a savings account doesn’t sound like a problem...
You’ve received inheritance, gifting from family, cash from a house sale or a divorce or a redundancy payout that you know is a significant amount.
But because you don't have a clear picture of what that means for the long term or what you should actually do with it you’ve left it sitting there and feel vaguely guilty anytime you spend it.
The side effect of not knowing quite what you should be doing with it and how it works is that spending feels uncertain because you don't really know what you can afford to spend, even though - on paper - you should have more than enough…
I Walk You Through A 4-Month, 4-Step Process To Fix That:
A 60-minute kick-off call - where we look at your full financial picture, get clear on what you have and where it all is, and set your goals for the next four months
Six fortnightly 60-minute calls - to build on what we've covered — going deeper on strategy, working through decisions, making sense of how it all fits together. These are the calls where things start to click
A final 60-minute session - where we make sure your wealth dashboard is set up, you're clear on your long-term forecast, and you know exactly where you're going
Unlimited support in between on email - If something comes up, you don't have to wait until the next call
PLUS – You also get all of my planning spreadsheets — net worth tracking, investment property analysis, future forecasting and investing video trainings in case you want to watch in your own time
HI I’M HANNAH
Your new wealth coach
My background is not in finance — it's in fashion. Money became my thing when my Dad died unexpectedly when I was 22 and left me an inheritance he'd spent his whole life building. That was the moment I realised two things: life is too short to spend all of it working, and I had absolutely no idea what smart people do with money.
Growing up, financial education in my house was basically "spend as little as possible." The world of investing, assets, wealth-building — none of it was something I'd ever heard people like me talk about. So I taught myself.
Since then I've got my financial advisor qualification from the London Institute of Banking and Finance, moved to Lisbon, built a rental property portfolio, stock market portfolio and created a life that genuinely feels like mine.
The thing that bothers me is that the knowledge that makes all of this possible is still largely inaccessible. You either need to know the right people, or you need to wade through an overwhelming amount of financial content that wasn't built for your situation.
That's why I do this work.
I'm not here to manage your money. I'm here to help you understand it well enough to manage it yourself in a way that adds to your life - and doesn’t take from it.
Here’s What We’ll Cover On Our 1:1s
Everyone's situation is different so we go wherever yours needs us to go. But typically we work through:
Your complete financial snapshot — net worth, how your assets are split, what's actually generating a return and what's just sitting there.
Investment strategy — index funds, platform choice, ISAs vs SIPPs vs general investment accounts, and which makes sense for your situation.
How to invest ethically without sacrificing returns — because yes, it's possible, and the ESG options are genuinely good.
Tax efficiency — how to structure things so you keep more of what you make, and the questions worth taking to your accountant.
Rental property versus stock market vs other assets — how to actually run the numbers and compare them properly.
Retirement planning — what income your wealth could generate in later life and whether you're on track.
And anything else that's specific to you — managing money across countries, trusts, pensions you haven't tracked down, large lump sums, irregular income.
Your Investment
£2500 or 4 monthly payments of £625
You’re Ready For Wealth Coaching If…
You have £30k or more sitting in cash savings — inheritance, a house sale, gifting, or years of quietly accumulating — and it's been there long enough that you know you should be doing something with it
You've looked into financial advisors but didn't feel confident enough to evaluate whether what they were saying was right for you, or you just didn't fully trust the process
You have a financial life with some complexity to it — irregular income, living across countries, a trust, property you've inherited, a pension you haven't tracked down — and generic advice has never quite fit
You want to understand your money well enough to make your own decisions confidently, not outsource the thinking to someone else and hope for the best
Give Me 4 Months, Your Money Will Be Working For You
By the end of four months, you'll have complete clarity on your wealth — and a system that grows it without demanding your attention.
Know your exact net worth — investments, cash, property, and forgotten pensions — all in one place
See precisely what percentage of your money is actually working for you (and what's quietly sitting idle)
Understand what your wealth can generate — and what that means for how you live right now, not someday
Walk away with a personalised strategy: how much to invest vs. keep accessible, how to structure things tax-efficiently, and whether property or the market is right for your situation
Know exactly when and what to ask your accountant — so you're leading those conversations, not just nodding along
Own a simple, low-maintenance system built around your numbers, your goals, and your life
FAQs
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Yes - although I won't be able to guide you on your specific country the general principles of investing you will learn in our time together are going to benefit you and give you the confidence needed to navigate any international decisions that need to be made.
Often clients come to me needing to learn how to manage their investments themselves due to living across different countries.
Please note if you are a US citizen you have an extremely different system to navigate which I am not an expert in so might not be the support you need.
I have mainly worked with British nationals living in Europe and vice versa.
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Yes - I have three investment properties that I manage and have worked with clients in the past who wanted to invest in property. You can learn how to assess properties and run the numbers, how to use leverage and mortgages and how to forecast the finances for the property in the long term.
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While the programme is most impactful for women who have six figures or more to invest, I do work with clients who have £30k upwards. The key is that you have a meaningful amount sitting in cash that you're ready to put to work, and the commitment to understand it properly. If you have over £30k in savings and get that money making an 8% return, you will have repaid the investment in this service in just one year (but it will grow exponentially for you after that point). I care about your ROI and this being an excellent investment too!
I have worked 1:1 with people anywhere from the six, multi six and seven figure mark to invest too.
If you have less than £30k to invest I suggest getting started with Money Vault and learning about investing in the stock market.
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My approach encompasses the emotional, practical, and spiritual relationship we have with money. I am able to meet you with where you are at, help you reverse engineer your goals, ask expansive questions, encourage you to use money to build your ideal life and ideal day and share knowledge and contacts you may need.
Let’s have a call to see if it’s a good match and I can help you decide if it’s right or point you towards another best next step for you.
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No. I work as a financial mentor and educator so that you can be informed and educated about your options in regards to making your own financial decisions. This is an important part of building your wealth, and I believe it to be a must even when working with a financial advisor.
I offer a unique perspective as someone with the lived experience of managing a large amount of assets, and although I am a qualified financial advisor I am not practicing in that capacity.
Financial advisors tell you EXACTLY what to invest in - I help you understand how to make those decisions for yourself.
Financial advisors often charge a % fee on all investments they manage on your behalf which depending on the size of your investments can result in you be hundreds of thousands of pounds worse off in the long run due to compounding.
I prefer to operate in this fixed, one time fee way.
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Of course – send me an email hannah@whatiswealth.io
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Before working together we have a free 20 minute call so I can make sure that this is the right thing for you. I will ask you some questions so I can be sure it’s a good fit, explain how it all works and you also have a chance to ask me any questions about the process
You deserve to feel calm and confident that your money is working for you — not vaguely guilty every time you spend it, and not quietly anxious about whether you're doing the right thing with it
If you are ready to get your money working for you and get this off of the ‘one day’ list let’s talk