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    Personal Development

    Wisdom, Productivity, Enthusiasm!

    Working in the financial services industry requires the same level of proficiency in soft skills as in the more technical aspects of the job.

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    Leadership & Management Skills

    Strong, Effective Leadership!

    The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal!

    Read more

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    Sales Training 

    Sales Confidence, Authenticity!

    I work with corporate bankers to develop a consultancy
    ethos, helping potential

    Read more

Executive 1:1

Catapult your career and well-being to new heights with the personal attention you’ll get working with me on an individual basis. Become an even more valuable asset to your employer and secure your next promotion.

Corporate Culture

Grow and develop your leadership team so that the changes ripple down throughout your entire organisation.  Take responsibility at the top to inspire others and inject new energy into your business.


Set up training and workshops for your employees that go beyond the normal course offering. Train for confidence, not just skills and set new and inspiring standards for success.


Get everyone inspired and on the same page with offsites and corporate events that don’t just temporarily motivate the team, but have a lasting and transformative impact.

Services We Offer

The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal, being a captivating leader and possessing such client-centric charm that business lands easily in your lap. These are the soft skills that I rarely saw in banking executives during my extensive career. Those individuals that did exhibit "financial charisma" excelled in serving clients and inspiring others. Many executives struggle with soft skills and this can be particularly challenging in such a dynamic environment.

We have designed our offering under four broad headings of Personal Development, Leadership & Management Skills and Sales Training. You can learn more about each of these areas by exploring the three modules located at the bottom of this page. We have detailed the work that has been done with our clients in the past, as well as areas where we are typically asked to provide consultancy services. However, we prefer to design bespoke programmes and workshops to meet the specific needs of your organisation.

Have you ever thought about providing training for your employees in . . .

Open and honest communication
Being powerfully responsible
Eliminating the victim mentality
What is holding you back from being your best
Setting audacious goals
Setting your life up to win
Creating a fulfilling professional and personal life

We want to hear about the greatest challenges that you are facing and together we will design a tailor-made solution.

Personal Development


Working in business requires the same level of proficiency in soft skills as in the more technical aspects of the job. I work with your executives and senior managers to improve their performance ... Read More

Leadership & Management Skills


Strong and effective leadership skills are a necessity in today's volatile business environment. For you to maintain a competitive advantage, you need to be on top of your game ... Read More

Sales Training


I work with business executives to develop a consultancy ethos, helping potential customers to solve a problem or fill a need. This approach to selling focuses on your customer and adds value to the client ... Read More

Home Page


Financial Charisma is all about making your company or business a productive, thriving and innovative environment in which to work. The corporate world has undergone ... Read More