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  • Writer's pictureKeren-Jo Thomas

Why Work with Me: 10 Reasons that Make Me a Trusted Partner

Updated: Nov 21, 2023

If you’re looking for a trusted partner to guide you on your journey to financial wellness and freedom, your search is over!


As well as being deeply passionate about my work, with a burning desire to see all women financially thriving, here are 10 more reasons why you should choose to work with me…

  1. A Personalised Approach: I understand that financial goals and dreams are unique to each individual. My approach is highly personalised and tailored specifically to your needs, aspirations, and unique circumstances.

  2. Expertise and Experience: With 33-years of experience in wealth management, 15-years in Switzerland, and a deep understanding of the financial landscape, I’m here to share my knowledge and experience with you.

  3. Comprehensive Services: From life planning and budgeting to investment analysis and retirement strategies, I offer a wide range of services to support you in all aspects of your financial well-being. Whether it's buying a house, planning for a family, or navigating a divorce, I've got you covered.

  4. Transparent and Trustworthy: I believe in transparent communication and building trust. You can count on honest, unbiased, and highly confidential advice that always puts your best interests first.

  5. Financial Education: I’m passionate about financial education. As well as guiding you through the planning process, I’ll also empower you with the knowledge and tools to make informed decisions about your financial future.

  6. Flexibility and Accessibility: Your financial journey is ongoing, and your needs may change over time. That’s why I offer flexibility in my services and I’m available for regular check-ins and adjustments to your financial plan.

  7. Celebrating Your Success: Your achievements are my achievements and there’s nothing better than feeling like we’re winning together. I love nothing more than celebrating your financial milestones and will work tirelessly to help you reach your goals.

  8. A Vision for Financial Freedom: My goal is to help you achieve financial freedom, so you can live life on your terms. With the right plan and guidance, your financial dreams can and will become your reality.

  9. Empowering Women: I’m incredibly dedicated to empowering women, just like you, to take control of your financial destiny. Because I understand the unique challenges you may face, I’ve put together a wide range of tailored solutions to help you get to where you want to be.

  10. A Trusted Partner: I don't just want to be your financial planner. I’m committed to being your trusted partner on your journey to financial freedom. Your success is my success.


I hope this list gives you a good insight into how passionate and dedicated I am with supporting you on your journey to creating a life you love and the financial freedom to live it to the fullest.


If you’re ready to take the first step, my ‘Six Steps to Financial Freedom’ programme is the best place to begin. Get in touch and let’s talk about getting you started on your journey today.



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