Exciting Plans Afoot.....

I am so excited about some up and coming projects I'm working on with some big household names in the banking, building society and financial services space.


I already have the go ahead to deliver online training on Power of Attorney to a local firm of Stockbrokers and Financial Advisers with a national presence in November, in my endeavor to increase financial education for the benefit of greater financial well-being and financial resilience for all.


I hope to hear from a number of other organisations in the coming days and weeks to provide online support for firms, and advisers to help and support customers, clients and of course the vulnerable who need their service providers to understand Power of Attorney.


There is a huge lack of knowledge around Power of Attorney by banks, financial institutions and the wider adviser community, which ultimately impacts the most vulnerable. By increasing financial education we can improve the financial well-being of customers and clients, and also protect against financial abuse and fraud, de-risking organisations.


I didn't expect my business to move in this direction, but inadvertently through my work with the NHS it has naturally evolved into what is a truly purposeful and fulfilling journey that means the world to me.