Research & Partnerships
Financial wellbeing is about far more than numbers.
It's about the decisions we make, the opportunities we recognise, the confidence we have, the risks we're willing to take and the future we're creating for ourselves.
Whether you're an individual wanting greater financial confidence, an entrepreneur building a financially healthy business or an organisation investing in the wellbeing of its people, lasting financial change begins with understanding the behaviours, beliefs and habits that shape our financial lives.
That's why research has always been an important part of my work.
A Research-Informed Approach
Over the past decade, I've worked with individuals, entrepreneurs and organisations to help people improve their financial wellbeing and create more intentional lives.
Through that work, I've developed my own Financial Wellbeing Framework, bringing together behavioural science, financial psychology, coaching, education and lived experience into a practical approach that helps people create lasting change.
Rather than focusing solely on financial knowledge, my work explores the relationship between identity, beliefs, behaviour, decision-making and financial outcomes.
In 2025, I worked with Newcastle University through the Arrow Innovation Programme to explore the psychological and behavioural factors that influence financial wellbeing.
The project strengthened the evidence base behind my work and reinforced something I had already seen through years of coaching: improving financial wellbeing isn't simply about giving people more information. It's about helping them think differently, make better decisions and consistently take actions that create a better financial future.
Although the research project has now been completed, the insights continue to inform the programmes, workshops, tools and resources I develop today.
From Research to Real Life
Research only creates impact when people can apply it.
Everything I create is designed to turn evidence into practical action, helping people build confidence, make better financial decisions and improve their financial wellbeing over the long term.
For individuals, that may mean reducing financial stress, developing healthier money habits and creating greater financial confidence.
For entrepreneurs and business owners, it means building financially healthier businesses, making stronger commercial decisions, creating more consistent income and developing businesses that support the life they want to live.
For organisations, it means providing practical, evidence-informed financial wellbeing programmes that help employees, members and communities improve both their financial confidence and overall wellbeing.
Although every audience is different, the foundation is the same: better thinking leads to better decisions, and better decisions create better financial outcomes.
Looking Ahead
Financial wellbeing is still an emerging field, and I believe there is an enormous opportunity to deepen our understanding of what helps people create lasting financial change.
I'm committed to continuing to develop the Financial Wellbeing Framework through ongoing research, innovation, collaboration and practical application.
By combining academic insight with real-world experience, my goal is to contribute to the future of financial wellbeing while ensuring that research remains practical, accessible and relevant to the people it is designed to help.
Partnerships & Collaboration
I welcome opportunities to work with organisations that share a commitment to improving financial wellbeing through education, innovation and evidence-informed practice.
This includes collaborations with:
- Universities and researchers exploring financial behaviour, decision-making and wellbeing.
- Employers seeking to improve the financial wellbeing of their workforce.
- Business support organisations helping entrepreneurs build financially healthy businesses.
- Schools, colleges and universities delivering practical financial wellbeing education.
- Charities, community organisations and public sector initiatives focused on financial resilience, health and wellbeing.
- Organisations developing innovative approaches to financial wellbeing through technology, behavioural science and collaborative research.
Whether you're interested in research, programme development, speaking, workshops or strategic collaboration, I'd be delighted to explore how we might work together.
Email: [email protected]