Independent Financial Planner for Ex-Pats in Switzerland
I believe financial planning should feel supportive, not intimidating.
After 30 years in banking and financial services across Europe,
I founded my own practice to offer something different: Ethical, transparent advice that puts people first.
My Mission
To help women — especially expats — gain clarity, confidence, and control over their financial lives.
How I Work
Independent and unbiased
Transparent fixed fees or subscription based
Flexible Zoom or in-person meetings
Friendly, empathetic guidance with real expertise
Credentials & Compliance
Member of the London Institute of Banking and Finance (LIBF)
Based near Zurich, serving clients throughout Switzerland
Working language is English
Professional Profile
Commencing my career with HSBC in the UK in 1991, I specialised in business and private banking before making a strategic move to Switzerland in 2008, where I joined a well established international financial advisory company.
With an extensive track record spanning over 30 years in the industry, I am dedicated to leveraging my skills and enthusiasm for financial planning to be a catalyst for women striving to achieve their financial goals and independence.
Proudly affiliated with the London Institute of Banking & Finance and holding an associate membership with the Chartered Institute for Securities & Investments, as well as the Finance and Leasing Association, my commitment to excellence is underscored by my active participation in these esteemed professional organisations.
