When working with you, I combine my knowledge and experience as a Chartered Financial Planner with coaching skills
Where required, I also utilise leadership skills and my extensive international experience to help you.
My experience
My timeline
2001 - 2003
Apprenticeship program in large German bank.
2003 - 2006
Customer adviser in large German bank, alongside international business studies at German university, including secondments to Lithuania and New York City and studies in Switzerland and Australia.
2006 - 2008
Investment banking in Frankfurt (Germany) and London (UK).
2008 - 2010
Qualifying as a financial adviser and working for an Independent Financial Adviser in London.
2010 - 2013
Obtaining Chartered status and working for PwC Wealth Advisory.
2013 - 2016
Working as a financial planner for UBS Wealth Management in London, Birmingham, Manchester and Leeds. Additional managerial positions within the team.
2016 - 2017
Working as a financial planning director for Investec Wealth & Investment in Birmingham.
2017 - 2021
Partner and Head of Wealth Planning at Killik & Co in London.
2021
Started my own business
“I started my business for two reasons - to inspire people to live their best lives and to empower people to make sense of their money. For me, money and life are intrinsically linked and it is important to have control over both. Finance can be a difficult topic and many people therefore don't engage with it. I want to find new ways to engage people, help them feel in control and bring meaning to money and life.”
