Hi I'm Tony!
Financial planning should be about more than money
I've spent more than 30 years working in financial services and helping people make decisions about their money
But the longer I've worked as a financial planner, and perhaps the older I've become myself, the more convinced I've become that good financial planning isn't really about accumulating as much money as possible. It's about what your money allows you to do.
Why I created Journeyhappy
I didnt create Journeyhappy Financial Planning because I wanted to build the biggest financial business I could. Quite the opposite.
I wanted to build a small, personal financial planning practice where I could know my clients properly and work with them over many years.
For me, financial planning isnt simply about pensions, investments and tax allowances. Those things are important, but they're the tools rather than the destination.
I want to understand what you're trying to achieve, what you're worried about and what a good life actually looks like for you. Then we can work out whether your finances can help make it happen
Health. Wealth. Happiness.
Three things that work together.
Ive always had an interest in health and fitness alongside financial planning, and overtime I have realised how closely connected the two are.
Health
Wealth
Happiness
There isnt much point in spending your entire life accumulating wealth if you never give yourself the time to enjoy it. Equally, having financial freedom is much more valuable if you have the health, relationships, interests and sense of purpose to make something of that freedom.
That's why Health, Wealth and Happiness sit at the heart of Journeyhappy Financial Planning. Your finances matter but they're there to support something much more important - your life.
