That line has shaped how I have worked for fifty-three years, and it is the reason Sustain Momentum exists in the form it does.
I have spent 53 years in financial services and financial planning. I founded Zen Wealth LLP and led it until it became part of the Fidelius Group in July 2024. I stayed with the business until January 2025 to hand my clients over personally.
What I learned is that the hard part is rarely the technical answer. It is whether someone understands their own situation well enough to decide with confidence, whether the professionals around them are pulling in the same direction, and whether that understanding survives when the person who held it moves on.
Those are the problems Sustain Momentum is built around.
Independent recognition
The record
Not a new idea
The same approach, eleven years ago
In October 2014 I was the cover subject of New Model Adviser. What that profile described is recognisably the same philosophy Sustain Momentum is built on today.
This is not a proposition invented for a website. It is how I have worked for a very long time — now offered without the product and portfolio machinery that used to come attached to it.
- The client’s life rather than simply their money
- Going beyond conventional financial planning
- Understanding what actually motivates people
- Coordinating accountants, lawyers and other professionals
- A deliberately limited number of relationships
- Helping people use money to support a better life
Arrange a Whole Picture Conversation
We will explore what is happening across your financial life, what feels disconnected, and whether Sustain Momentum could help you bring the whole picture together.
No charge, no preparation and no obligation to continue. You will speak directly with Patrick.