Philly Ponniah Chartered

Background

About Philly Ponniah Chartered

We’re not taught about money in school, and as we earn more, no one pulls us aside to say what to do next. For high-achieving professionals, especially those first in their family to reach significant income levels, there’s no roadmap for building wealth. Just more income, complexity, and pressure to “get it right.” Many feel alone at the top, unsure who to ask without judgment. That’s where I come in. I help high earners build intentional wealth with a trusted partner. We get clear on what truly matters first, then create practical financial foundations- so you feel calm, confident, and in control. As a Chartered Wealth Manager with 14+ years experience (ex-Accenture, CISI Chartered Fellow), I combine wealth management expertise with nervous system work and coaching. Money stress isn’t solved by spreadsheets alone. I work with high earners ready to: • Get clear on what matters and use money to enable that life • Feel calm and confident about financial decisions • Build intentional wealth that supports the life they want My Core Offers 6-Month 1:1 Coaching: Deep clarity work on values and vision, practical financial foundations, and ongoing support. Clients move from feeling alone and uncertain to calm, clear, and in control. Couples: Get Aligned on Money (4 Sessions)Start with the inner work. We explore each partner’s relationship with money, uncover your money stories, and get clear on shared values and vision—the foundational work that turns money from a source of tension into a shared path forward. Self-Study Course: Transform your relationship with money at your own pace. Get clear on your money story, values, and build intentional systems for spending and saving. What Clients Say “Philly’s ability to simplify complexity is truly remarkable… Her elegant yet practical approach transformed my perspective on investing. I felt empowered and armed with a clear plan for the year ahead.” — FTSE 100 Director “I had been procrastinating for over 10 years. With Philly’s support, I now have a strong financial foundation and real peace of mind. Just book her. Do it now. You won’t regret it.” — Senior Executive Whether you’re a CEO, barrister, or creative founder, my approach is grounded, tailored, and judgment-free. Your money should work as intentionally as you do. Committed to professional development, I maintain my Chartered Fellow status with the CISI through ongoing CPD. In my 7 years at Accenture, I helped wealth and asset managers become more client-centric, digital, and profitable. I also co-led the UK’s Financial Wellbeing offering.