I run one of the highest-rated training consultancies in the world, specialising in Investment Banking and Financial Services. With over 30 years of experience, I’ve delivered everything from focused technical sessions to large-scale graduate programmes — including a 5-week induction for over 200 new analysts in New York every summer for 10 years.
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What do you love most about your job?
Watching lightbulb moments happen — whether it's someone finally cracking Excel, realising their business idea might actually work, or understanding why investors don’t love a 47-slide pitch deck. I love helping people go from “I have no idea what I’m doing” to “I’ve got this.” Bonus points if there’s a spreadsheet involved.
What inspired you to start your own business?
A mix of curiosity, caffeine, and a mild allergy to pointless meetings. I wanted to build something on my own terms, solve real problems, and actually enjoy the work I do. Plus, there’s nothing quite like the thrill (and occasional terror) of turning an idea into something real — and profitable.
Why should our clients choose you?
Because I bring decades of real-world experience, zero fluff, and a genuine passion for helping people get better at what they do — whether that’s cracking finance interviews, building smarter spreadsheets, or pitching their startup without breaking into a sweat. I’ve trained thousands, built and sold businesses, and I still get a kick out of helping someone have a lightbulb moment. Plus, I’m friendly, straight-talking, and I won’t waste your time (or money).
Can you provide your services online or remotely? If so, please add details.
Absolutely — most of my work is delivered online. I run sessions via Zoom, Teams, or whatever platform suits you best. Whether it’s a 1:1 coaching chat, Excel training, or a full startup strategy session, remote doesn’t mean second-best — I keep it interactive, practical, and tailored to you.
Investment Banking & Finance Training
I’ve trained everyone from wide-eyed grads to jaded MDs in everything from M&A, credit risk, equities, debt, derivatives and behavioural finance. Whether it’s a 2-hour crash course or a 5-week bootcamp, I make finance make sense — and sometimes even fun.
Finance Career Coaching
Looking to break into Investment Banking or progress your finance career? Maybe you don't know if banking is right for you or you don't know which area would be a good fit.
I have worked with over 10,000 interns and graduates in over 20 countries, I offer honest, practical advice drawn from decades in the industry — from CV feedback and interview prep to long-term career planning. I’ve mentored grads, career switchers, and rising stars. Whether you’re unsure where to start or want to stand out, I can help you make confident career moves
Excel & VBA – The Most Underrated Superpower in Your Career
Excel is hands-down one of the most powerful, underused tools on the planet. Most people barely scratch the surface — but if you learn to really use it, it can completely transform how you work. Whatever your job, Excel can make it so much easier.
Finance analyst? Build slick, automated models that make reporting effortless and instantly impressive.
Wedding planner? Create dynamic checklists, cost trackers, and auto-updating timelines that wow your clients and save your sanity.
Teacher? Track student performance, generate personalised feedback, and turn chaos into calm with just a few formulas.
And that’s just the start. Add in a little VBA and it’s like giving your spreadsheets a brain. Excel isn’t boring — it’s brilliant. I’ll show you how to bend it to your will.
Startup Advice & Mentoring
I’ve started and scaled multiple businesses — from sole trader ventures to a training firm that sold for a seven-figure sum. I offer honest advice to entrepreneurs at any stage, whether you’re planning a new venture, navigating early growth, or thinking about raising investment. I also sit on the board of an edtech startup, so I understand both the excitement and the chaos of startup life.
Business Plans, Funding & Pitch Deck Review
Need a second pair of eyes on your plan before you pitch it? I’ll tell you what works, what doesn’t, and what investors will roll their eyes at — all with zero jargon and maximum honesty.
Whether you're preparing for a funding round or just want to sanity check your model, I’ll give you practical, actionable feedback — not just theory. I teach the funding firms how to build the models they will use to assess your offering
Idea Appraisal & General Sounding Board
Not sure if your idea is brilliant or bonkers? I’ll help you kick it around, stress-test it, and figure out if it’s got legs — or needs to be quietly buried. No judgement, just straight-up advice.
Communication Skills & the Confidence to Use Them
This isn’t just about presentations — it’s about how you show up in the world. Whether you're talking to a client, pitching your business, asking for a raise, or just trying not to freeze in a meeting, strong communication can change everything.
I work with people who want to be clearer, more confident, and more convincing — especially those who struggle with self-belief or feel like they’re not being heard. We’ll work on structure, storytelling, delivery, mindset and more. Because you're always communicating — not just when you're holding a microphone.
