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mystep.fun

Clarity. Strategy. Growth.

Expert financial consulting for individuals, entrepreneurs, and organisations across the UK—designed to unlock long-term financial success.

The Services We Provide

Financial Health Reviews

A full assessment of your financial position

Investment Planning

Portfolio building and asset diversification

Tax Efficiency Advisory

Reduce your liabilities within UK tax laws

Why Choose Us

FCA-compliant and UK regulation-aligned

Bespoke planning with no generic templates

Personal and business financial expertise

Transparent pricing with no hidden fees

National coverage, in-person or online

Fast, friendly, and expert support

About Us

We are a professional financial consulting service based in the UK, committed to helping people and businesses make informed, confident financial decisions. Whether you’re planning for retirement, starting a new business, or navigating complex tax scenarios, we provide clear, tailored financial strategies to help you succeed.

Our team combines decades of practical experience with a modern, client-focused approach that prioritises trust, transparency, and measurable results.

Jeridnimo Geronimo

Whitero CEO, USA

Who We Are

We are independent financial consultants with deep knowledge of the UK financial system. Our backgrounds range from corporate finance and wealth management to SME advisory and tax strategy.

We’re passionate about making financial planning accessible, practical, and empowering—so every client, whether an individual or business owner, can achieve greater financial security and freedom.

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Our Expert Team

Michael Rawlins

Senior Financial Consultant

Sophie Delaney

SME Finance Expert

Haroon Abbas

Chartered Tax Advisor

Our Advantages

🏛️ Regulated and compliant

📊 Real-time financial analysis tools

📞 Responsive client support

📍 UK-focused insight and strategy

🧾 Experience with complex tax and legal issues

🤝 Clear communication with no technical jargon

Customer Reviews

Rachel T.

“They helped me restructure my finances and finally plan realistically for retirement.”

Oliver J.

“Exceptional guidance for our growing business. They simplified everything.”

Aisha M.

“Thanks to their tax planning, I saved more than I thought possible.”