
Personal Finance Assessment, Organisation & Planning
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Post a project like this4642
£17/hr(approx. $23/hr)
- Posted:
- Proposals: 6
- On-site in London, GB
- #346285
- Awarded
Virtual Assistant, VA / PA, Personal Assistant (fully freelance) / transcriptionist


Finance, Strategy to UK PLC Board level, Ex management of two UK started unicorns, article + plan writer, capital raising

32785627122297361474501936536491
Description
Experience Level: Intermediate
Estimated project duration: 1 - 2 weeks
Im self employed but Im useless with personal money, i need someone to come and assess my personal finances and get me organised, create a realistic monthly/weekly personal spend budget and give me realistic turnover/profit targets that will aid me getting at least the minimum income i need per month to not have to subsidise my self employment.
I live part time in London (E14 - Docklands) and weekends in BN2 (Brighton). Happy to consider anyone who is happy to meet up with me in either London of Brighton.
This is not a remote working position, i think i need to sit down with someone and lead them through my life. As you will have access to personal info and finance data i would expect to be able to get at least 2 good references, but ideally 3.
I live part time in London (E14 - Docklands) and weekends in BN2 (Brighton). Happy to consider anyone who is happy to meet up with me in either London of Brighton.
This is not a remote working position, i think i need to sit down with someone and lead them through my life. As you will have access to personal info and finance data i would expect to be able to get at least 2 good references, but ideally 3.
Suzy T.
100% (20)Projects Completed
16
Freelancers worked with
17
Projects awarded
23%
Last project
22 Jan 2026
United Kingdom
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