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LeeneyCardin Finance
My services
My name is Yuleen Phillips and I am a qualified financial adviser and coach, as well as the Founder and Director of LeeneyCardinFinance and LeeneyCardin Community Interest Company, a non-profit organisation.
LeeneyCardinFinance provides two key services: Financial Coaching and Financial Planning.
Financial coaching:
In my Financial Coaching sessions, I tailor your coaching sessions specifically to your individual needs. I can help you improve your credit score, offer budgeting techniques using my complimentary budgeting and tracker spreadsheet, and provide debt support and guidance.
Additionally, I will work with you to understand and shift your money mindset from scarcity to abundance and assist you to start saving and building your emergency fund.
Financial Planning
My financial planning service is for clients who have successfully achieved the elements covered in my coaching services and are ready to focus on future planning. This includes starting to invest and diversifying your investment portfolio, understanding your pension, addressing protection needs and tax planning.
Please note that I am unable to offer personal regulated recommendations but can provide guidance and support until my registration is approved by the Financial Conduct Authority (FCA).
My goal is to empower people, especially women to educate themselves about saving, investing and preparing for retirement.
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I originally started this financial journey to educated myself regarding everything related to financial literacy and this is where my personal journey to financial freedom begun.
During this process, I was able to get myself out of debt, achieve an excellent credit score, start saving and investing within a year of me starting my journey and now I can proudly say I have purchased my first property.
During my personal journey to financial freedom, I learned a lot of skills that I wanted to share and help others to achieve their goals and I now have my qualification: Diploma of Financial adviser (DipFA). I will now be offering financial coaching and guidance to help people achieve their definition of financial freedom.
I hope I am able to empower you to change your outlook on money.
Financial education and freedom is necessary
Business information:
LeeneyCardin Finance Ltd
Company number 14492635
LeeneyCardin (CIC) Ltd
Company number 14122999
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Public speaking bookings and Events
I am available to be booked for public speaking events; regarding anything to do with finance. For booking queries, please email me on leeneycardin@gmail.com
Previous bookings:
I was booked to speak to college students at Barnet college regarding credit score, debt and investing.
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LeeneyCardin Community interest Company LTD
I am the founder and Director of LeeneyCardin Community Interest Company Ltd (non-profit organisation) and I have now been approved for funding from Brent Council (Love Where You Live) offering financial literacy workshops to children age 11-18 in The London Borough of Brent.
The workshops will be free and will focuses on supporting children in lower class and deprived areas.
As part of the school curriculum, children are not taught about financial literacy and this continues into adulthood. The funded workshop will help the community have access to money management workshops.
I grew up in The London Borough of Brent and passionate about offering this service in this area, initially and then plan to expand in the future.
The London Borough of Brent is the 13th most deprived in the London area and 68th out of 326 local authorities nationally. Over a third of the population (26.7%) in the Borough live in the bottom 10% most deprived areas in England. Within Brent 33% are living in poverty.
Offering children financial workshops will help empower children to take control of their finances from early, this will help improve their current circumstances. Having financial knowledge will help children to make better choices.
If taught to children before they turn 18 the percentage of Adults in debt will reduce.
I am also organising free financial events where I will be given free financial tips to help support and empower adults to achieve their definition of financial independence and freedom.
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LeeneyCardin Finance
Thanks for your interest in my financial services. For more information, feel free to get in touch and I will get back to you soon!
Email:
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