Feel Clear & Confident About Your

Business & Personal Finances.

At Sequoia Financials, we offer tailored financial insight & planning for small business owners and professionals. I help you grow your wealth and make smarter decisions.

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What We Do

Your life is busy. You want to build wealth, reduce stress, and have a financial future that feels solid.

  • Plan out the next 12-24 months of your business finances so you can invest wisely.

  • Understand how to pay yourself tax-efficiently and plan dividends.

  • Align your business profits with your personal future.

  • We deep dive your numbers and give you practical next steps.

  • Keep moving forward on your goals, with us in your corner.

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Why Sequoia Financials?

We simplify complex finances into clear, practical advice tailored to your life and goals. Proactive and growth-focused, we also bring a global perspective with experience across the UK, Europe, and US.

Our Services

Clarity Launch 🌱

Perfect for getting a clear roadmap.

£1,500 one-off fee

  • A full financial review of your income, assets, pensions, tax and goals

  • Personalised written strategy & recommendations

  • 90-minute strategy call to go through everything in detail

  • Delivered within 4 weeks

Growth Partnership 🚀

Ideal for professionals & business owners who want hands-on, ongoing support.

£1,500 per year, paid monthly or quarterly

  • Everything in Clarity Launch, plus:

  • Monthly or quarterly check-ins to keep you on track

  • Ongoing tax planning, pension & savings reviews

  • Annual strategy session

  • Unlimited support on financial decisions throughout the year

Ad-Hoc 🛠️

For specific needs or one-off projects.

£200 per hour or fixed price upon request

  • Cash flow projections for big life decisions

  • Pension & investment plan analysis

  • Cross-border tax planning or relocation support

  • Tailored advice for your unique circumstances