I am an expert in the psychology of prospection - of envisioning and relating to our futures. The capacity to imagine is core to futures thinking - in coaching, in financial planning, in foresight and futures literacy and in every area of human aspiration. We are pulled into action by the future and the potentials we see. It has never been more critical to understand how this process works such that we can use our highest human abilities to bring into reality the futures we want to create - and to appreciate the potential consequences of the alternatives.
I transform how financial advisors and firms engage with clients by applying cutting-edge research on future thinking, long-term planning, and client behaviour. My work represents a significant evolution in financial services, offering evidence-based methods to deepen advisor-client relationships, uncover and address clients’ core values and long-term goals, and enhance satisfaction, retention, and loyalty.
As a researcher and facilitator, I have delivered insights and processes that help financial firms strengthen trust with their clients while meeting consumer duty regulations. My collaboration with Aegon and the University of Edinburgh developed practical tools to increase empathy for future selves, enabling clients to make more meaningful and sustainable decisions about their financial futures. These approaches not only empower clients but also help advisors drive measurable business results.
With a decade of experience leading behaviour change campaigns in fintech, health, and social impact, I offer a unique combination of academic depth and practical expertise. My work also addresses systemic challenges in the sector, such as the gender pensions gap, through approaches that are inclusive, forward-looking, and grounded in real-world impact.
I deliver transformative workshops, training, and consulting, creating environments that inspire long-term thinking and align immediate actions with a bold vision for the future.
How I can help:
Financial Advisors: I offer tools to enhance client trust and loyalty by aligning financial strategies with clients’ deeper goals and values.
Foresight Practitioners: I create the Psychological conditions in which meaningful futures thinking can thrive, supported by a unique combination of academic research insights coupled with coaching and facilitation skills.
For Learning and Development: I deliver impactful workshops for early career professionals, equipping them to think more meaningfully about their career futures.