The Team


Jeff Scholes
PRINCE2 Practitioner
Jeff’s experience spans 25 years in the Financial Services market, including Programme and Project management, sales and marketing and training design / delivery.

Key skills include helping organisations to convert goals and objectives into manageable, auditable and achievable deliverables, and then tracking them through to tangible results.



Luiza Todd
FPFS Chartered Financial Planner

Luiza has extensive experience in the Financial Services industry, both as a facilitator and one to one coach to individuals and corporations.

Key skills include consulting with senior managers within client organisations to clarify needs and translate them into business-focussed solutions that deliver measurable commercial benefits.