Financial wellbeing expert

 with a focus on doing good with money: for ourselves, for others, and for the planet.

How I work

Workplaces

I design and deliver workshops, webinars and courses for your employees. Off-the-shelf sessions or bespoke for your needs.

Individuals

I support you with 1-to-1 online financial coaching, to work through your specific money goals and challenges.

Communities

I collaborate with various organisations and communities by writing articles, speaking at events and project collaboration.

Experience & Credibility

Professional training


Green & Sustainable Finance, CBI

CII LP2 (Fin Service Products & Solns)

CFA Level 1

Investment Mgt Certificate

Investment Admin Qualification

LIBF Certified Financial Coach

Certified Financial Coach Wise Monkey

Financial First Aider

Other relevant studies

 

Developing a Therapeutic Relationship & Counselling Skills, Brighton University

Intro to Psychotherapy & Counselling, Tavistock & Portman NHS Trust

Startup Accelerator, Escape The City

BSc(Hons) Management Science, 2:1

University of Warwick

Finance industry experience


Prudential

M&G Investment Management

Citigroup Investment Bank

Claro Wellbeing (UK Fintech)

Alkanza (Silicon Valley)

Escape the City (UK Startup)

MyBnk (UK Charity)

Williams de Broë Portfolio Managers

Volunteering


Advisory Board Member, Money Movers

Climate Fresk

TogetherCo

Alata

Alice

Open Sans

Noto Sans

Bebas Neue

Great Vibes

Rock Salt

Exo

Belgrano

Overlock

Cinzel

Indie Flower

Staatliches

Roboto Slab

Lato

Noto Serif

Open Sans

Montserrat

Ubuntu

Rubik

Delius

Amiri

Montserrat

Testimonials

This is really bringing to light what I have been overlooking.  This presentation should become a quarterly session.  Really worth its weight in gold.

Santander webinar attendee

Please pass on a huge thank you to Stacey for an excellent final session. As always, very well presented and engaging with clear explanation of some complex terms/ideas!

Berkeley Homes Human Resources

Stacey… turned a potentially lightweight chat into a shrewd, penetrating call to action. I hope my successor invites you back soon!

Careers, Employability and Enterprise Manager

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