I work with individuals, families, and business owners who want clarity, structure, and a trusted adviser to take the financial side of their lives off their plate.

Many of my clients are professionals, senior leaders, and business owners who are time-poor, making important decisions, and want to ensure their wealth is growing in a considered, tax-efficient way without having to manage every detail themselves.

I also work closely with families navigating the realities of modern life, as well as individuals going through key financial moments such as receiving an inheritance or navigating a separation.

Whatever the starting point, my role is to take the noise away, bring everything into focus, and help you move forward with clarity and confidence.

My Background:

Before becoming a financial planner, I worked in the corporate world as an Executive Assistant and, most recently, Chief of Staff, supporting senior leaders and founders at executive level, primarily within the financial services sector.

That experience shapes how I work today.

I have spent years working closely with decision-makers, understanding how they think, how they operate, and what they need from the people they trust around them.

Financial planning felt like a natural progression. It allows me to combine that strategic, detail-focused support with long-term thinking.

This is why many of my clients value having someone who understands their world, can think ahead, and takes the financial side of their lives off their plate.

What I Do:

My role goes beyond advising on investment and retirement planning.

I help clients bring everything together, structuring their finances in a way that supports their life today whilst building long-term, sustainable wealth.

Where appropriate, I work closely with your accountant and other professional advisers to ensure everything is aligned and working together seamlessly.

A Structured, Long-Term Approach:

I work with my clients by building a bespoke, comprehensive financial plan around them.

This isn’t about one-off advice or isolated decisions. It’s about understanding the full picture and bringing everything together properly.

From there, we develop your plan together, and as your life evolves, we evolve your plan with it, ensuring everything remains aligned and moving in the right direction.

My approach is relationship-led, providing ongoing guidance and support.

A Personal Approach:

I care about doing things properly and making sure my clients feel clear, confident, and well looked after.

I believe financial planning should feel straightforward and easy to engage with.

I bring structure and clarity without making things feel overwhelming, and I’m always focused on what’s right for you.

For many of my clients, and for me, the relationship we build is a really important part of the process. Trust, clarity, and integrity sit at the heart of how I work.

Character References:

Robert Gardner (Former Employer) - CEO & Co-Founder, Rebalance Earth

“I worked with Miriam for seven years, during which time she progressed from Executive Assistant to Chief of Staff, demonstrating exceptional dedication, capability, and professionalism throughout.

Her integrity, work ethic, and ability to build strong, trusted relationships are second to none. She has a natural ability to understand people, think strategically, and operate at a high level.

These qualities, combined with her technical knowledge and commitment to her clients, ensure she delivers outstanding financial advice.”

Dawid Konotey-Ahulu (Former Employer) - Co-Founder, Redington

“Miriam is a wonderfully warm person with a great sense of humour, but more importantly, she is deeply caring, highly capable, and full of integrity.

She consistently goes the extra mile and brings a level of thoughtfulness and attention that is rare.

Having worked with countless professionals over many years, I can confidently say Miriam stands out as one of the very best. She is a star."