CIMA Qualified · Former Investment Banker

Clarity about your money. Confidence about your future.

I coach professionals and founders who earn well but never quite feel in control of where the money goes — or what it's working toward.

Portrait of David Chen
CIMA Qualifiedex-Goldman Sachs12 Years in FinanceFeatured in FT Weekend
About

David, in short.

I coach professionals and founders who earn well but never quite feel in control of where the money goes — or what it's working toward.

Twelve years in investment banking before stepping out to coach full-time. I bring the rigour of an institutional finance background to a deeply personal conversation about money, meaning, and the life you're trying to build.

Approach

Three pillars I return to in every engagement.

01
Awareness

A full picture of where you are now — income, outflow, balance sheet, and the patterns underneath. No spreadsheet shame, no judgement.

02
Intention

A clear definition of what you want money to do for you across the next decade. The work nobody has the time to do alone.

03
Action

The systems, habits, and quarterly rhythm that move you from intention to outcome — without turning your life into a budget.

Packages

Three ways to start.

Pricing is transparent. Choose what fits your moment — book directly below.

  • Money Clarity Session
    60 min · one-time

    A single in-depth session. You leave with a written diagnostic, three immediate moves, and clarity on whether deeper work is right for you.

  • 90-Day Wealth Reset
    6 sessions · structured

    Six fortnightly sessions across ninety days. We rebuild your financial picture, your monthly rhythm, and your relationship with money from the ground up.

  • Ongoing Accountability
    Monthly · ongoing

    Monthly 60-minute sessions for graduates of the Wealth Reset. Quarterly reviews, message access between calls, and a steady hand on the wheel.

    £200/mo
    Enquire

David Chen is a financial coach, not a regulated financial adviser. Nothing on this site constitutes financial advice. For regulated advice on investments, pensions, or insurance, please consult an FCA-authorised adviser.

Availability

Pick a time. Book directly.

Mon, Wed, Fri · 09:00–18:00 · Europe/London. Times shown convert to your local timezone automatically.

All times in your timezone.

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From clients
"David is the first person who talked to me about money without making me feel small. Six months in, I have a plan and I sleep at night."
Rachel Adeyemi
Senior Director, Tech
"I came for budgeting. I left with a completely different relationship with my work, my time, and what I'm building."
Tom Hartley
Founder · SaaS

Get in touch

Send a message and I will respond within one working day.