Contact.

Get in touch, let’s have a conversation.

Got a finance question? Or a suggestion?

Send a direct message to me with the form below, and I'll respond to you personally within 24 hours. If you're not finding something or someone, I'll connect you with the the right tool, guide, or person. You can also pitch a guest or request to share a case-study.

Prefer to call?
Or Meet?

Let's get in touch, I use many channels and stay active where I can. Prefer to email? Call? Linkedin? DM? Even write a letter, whatever works for you let's do it and if you're local, let's grab a coffee or something too.
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Ask a question.

Ask any finance questions and I'll provide you with the answers and the source.

Suggest a guest.

Know a guest that would be great for an interview? Let me know and I'll arrange it.

Share a case.

Are you a Protection Adviser? Recently had a claim that was unusual? Let me share it for you.

Frequently asked questions,
 or use the form above.

I’m new and don't understand finance — how can I learn at my own pace?
Perfect. You can start with the short guides in Protection, and use the in-page simple visuals or explainer videos (more coming soon). Each guide ends with a quick recap and links to a single next step. This could be a checklist, a calculator, or a related guide. If a term’s still unclear, ask on the contact page — tell me the exact line and I’ll either clarify it on the page (so everyone benefits) or do something even better for you. No jargon, no fluff.
Can you recommend a specific product or provider on this site?

No. We only share general information — and with the explicit purpose to help people understand protection (life, income protection, critical illness, accident protection, wills, etc), jargon and various claims processes. All personal recommendations require a regulated advice process that we do not offer directly on this site.

For interview guests: We avoid promotions and “salesy” angles. Features are done educational purposes, and are not endorsements of any kind. We’ll keep context and wording precise so it can’t be misread as advice (and as required by any of your compliance team).

Can I share a case or experience? Even anonymously?

Yes. For all cases, please do not share any names, policy numbers and personal identifiers. I will:

  • Remove any identifying details and adjust non-material facts where needed.
  • Focus on the process and learning points, not anything personal.
  • Confirm the final version with you (and your compliance) before publishing.

Typically I will include contact details directly to the agent, with a link to their personal website / page / profile. However if you wish to remain anonymous, I will remove this completely.

Do you offer personal financial advice here?

No. Content here is purely for educational purposes to explain terms, to gain an understanding. Personal recommendations require a regulated advice process that assess your personal circumstances. We do not directly provide that service on this site.

For interview guests: We signpost all regulatory status very clearly (that may be required by your compliance). We avoid any unapproved financial promotions, and use plain-English disclaimers so your words are not misinterpreted as advice.

Who can be interviewed, and how do I suggest a guest?

Any UK Finance professional and any leaders with practical insight — this can include advisers, underwriters, claims / ops teams, CEOs / founders, etc or anyone relevant to the UK finance market.

You can of course suggest yourself, or you can suggest a guest. Please share what you feel readers & viewers will learn, plus any relevant links to their work. If you can introduce us, even better.

For interview guests: We run a full and simple editorial brief up front including topics, boundaries, disclosures, etc. You’ll see the entire post, quotes, and captions before anything goes live.

I’m considering being a guest — what can I expect if I say yes?

I keep it simple because it really is. I'll share the key points here:

  1. We have an initial chat to see where I explain the process and answer any questions you may have. No commitment, no sales, just a chat.
  2. If you are interested to proceed, I share an outline document personalised to you sharing what to expect with my contact details.
  3. This outline document includes a summary of what happens next, a short brief which includes topics, boundaries, disclosures, etc.
  4. Depending on the format (video / audio / written) we will then book in a time-slot that works (if it's written only, then answer in your own time).
  5. Once all is received and / or recorded. You will then get a pre-publication review of the media, including captions, promotional materials, and text.
  6. The promotional materials will be related to the educational side only, and nothing related to any specific finance.
  7. We avoid promotions, keep everything educational and compliance-aware, and include plain disclaimers.
  8. If something needs refining later, we update with a timestamped correction — your reputation will always be treated with the utmost respect.
How quickly will I get a response?

I work to reply within 24 hours. If it is time-sensitive, please call me directly or use our office number 0121 630 1330. If I am unable to answer your question directly, I will let you know and suggest an alternative and appropriate source for you.

For interview guests: Media logistics are straightforward — one email with your personalised document from me to outline scope and the most common questions. This also includes a complete pre-publication review for factual accuracy and context (and as required by your compliance — if relevant).

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