Expertise and Experience

My journey in the financial industry spans over three decades as I began this career as a stockbroker and retired as a Director of Investment Sales with a major insurance company. This extensive experience in the investment world forms the foundation for my unique approach to helping families navigate financial challenges during difficult times. In addition to my extensive financial expertise, I also hold a diverse range of qualifications that enable me to provide comprehensive support to others:

·       Certified Executor Advisor

·       Certified Positive Psychology Practitioner

·       Certified Meditation & Mindfulness Teacher

·       Certified Coach Practitioner

·       Diploma in Orthomolecular Nutrition

 This multidisciplinary background allows me to address not only the financial aspects of clients’ situations but also their emotional, and physical well-being. I work closely with financial, legal, and medical professionals, as well as foundations and organizations, to support their clients and patients. My approach focuses on overall wellbeing: 

•  Emotional    •  Physical   •  Financial  

I facilitate family discussions to assess their current situation and develop tailored strategies for moving forward. Helping families access the support, advice, and professional assistance needed during difficult or changing times. Using this unique combination of financial acumen and holistic wellness knowledge creates a cohesive and strong foundation regardless of the situation people find themselves.