By helping family members in need during the pandemic, Jeanne just realised how much good can come from providing assistance to them to better understand and follow their finances so they can achieve their personal goals. It led her to densify the pursuit of such an experience professionally by pivoting from investment research and analytics to financial planning and wealth management, after almost a decade in the UK financial services industry. 

The Practice aims to serve individuals and entrepreneurs feeling they could reinforce their financial security and control by taking steps to clarify, improve and monitor their finances specifically if they have ties both locally and abroad. As a working parent with three children, Jeanne also empathises with the challenges faced by families seeking peace of mind in knowing their loved ones are taken care of both now and in the future. This perspective gives her insight into the unique concerns and considerations of families when it comes to support designing sensible plans. 

Jeanne has embraced a passion for markets as they are never the same each day whilst combining it with one for problem solving at the human level. The approach to financial planning is an inclusive approach integrating financial wellbeing and lifetime impact. She understands that financial wellbeing goes beyond just numbers and investments—it encompasses the broader impact on an individual's lifetime. Her inclusive approach takes into account the holistic aspects of financial wellbeing, addressing not only immediate needs but also long-term goals and aspirations.