Integrated Coaching Support

Coaching Collaboration | Mental Health Professionals

Collaborative Care Ecosystem

Strategic Well-being & Business Coach for UHWNIs

My work often sits within a broader ecosystem of medical, functional medicine, therapeutic, counselling, and coaching care, and is purpose-built for individuals stewarding private family wealth, leading enterprises, or carrying significant multi-generational responsibility.

I support clinicians and practitioners by working at the behavioural and strategic application layer — helping clients translate diagnosis, treatment recommendations, and therapeutic insight into sustainable behaviours, daily practices, and decision-making structures that also support leadership effectiveness, enterprise value, wealth stewardship, and clarity of purpose and direction.

Many of the individuals I work with are:

• Medically or psychologically stable but struggling with implementation
• Recovering from burnout, mental health challenges, or addiction
• Returning to leadership or enterprise roles after illness or breakdown
• Operating in high-stakes family or commercial systems
• Experiencing a loss of purpose, direction, or meaning despite outward success

My coaching helps increase adherence, stability, functional capacity, decision quality, and clarity of purpose and direction, often supporting clients to reconnect with their Ikigai, the intersection of what they value, what they are good at, what the world needs, and what sustains them.

When appropriate, I also refer clients to specific medical, functional medicine, or therapeutic practitioners where additional clinical or specialist input is indicated.

With client consent, I collaborate with members of a client’s care team to support a coherent and aligned approach.

The gap in support for wealth stewards

Building Clarity, Capacity, Cohesion

Wealth stewards operate within a system where mental health and medical support is largely accessed at points of crisis, and where ongoing human-capital support is limited.

Investment advisers and family office teams often recognise the emotional and human dimensions affecting their clients, yet these sit beyond the scope of traditional advisory services.

There is far less structured support focused on prevention, capacity building, and ongoing optimisation of human capital, or on providing an impartial space for clarity and reflection.

In high-responsibility environments, small erosions in capacity compound into meaningful personal and commercial risk.

Conversely, investment in human capital compounds improvements in decision quality, resilience, and long-term outcomes.

Unhedged human-capital risk is often the greatest unaddressed risk to wealth preservation and legacy goals.

My work operates in this gap strengthening capacity early and offering an impartial thinking space so individuals remain well, clear, and effective.

Hedge the third-generation wealth curse: Hedge human Capital

Specialist Area of Focus

My work sits at the intersection of strategic and commercial human performance, wellbeing, and decision-making.

This focus has been shaped by my early career on trading floors and, since 2009, by work in family offices and family-owned enterprises, where I initially focused on costs, risks, and portfolio efficiency, alongside impact strategy and business development.

Through this work, it became clear that the greatest risks and return potential on any balance sheet lie with human capital—the decision-makers, leaders, and family members themselves.

As a result, my coaching integrates well-being, emotional intelligence, and human performance directly with strategic, commercial, enterprise, and business development outcomes.

The clients I typically work with are seeking support that connects:

• Personal well-being and vitality
• Emotional intelligence and self-regulation
• Decision-making under pressure
• Quality of judgement and discernment
• Business growth and development
• Enterprise value, wealth preservation, and legacy

The emphasis of my work is strategic and integrated.

If a client initially presents with a health or lifestyle concern, we explore how this connects to their purpose, direction, work, decision-making, and business goals.

Some clients start with one entry point. We then work across the SEREIN Vitality Portfolio: Business & Career, Finance, Contribution to Society, Social Connection, Fun & Recreation, Personal Development, Health (Emotional & Mental), and Health (Physical), recognising that all dimensions influence performance and outcomes.

When clients would benefit from deeper support in lifestyle, nutrition, or habit formation, I may bring in or work alongside other health coaches while I focus on the strategic, identity, and performance dimensions that underpin stronger businesses, resilient family enterprises, and long-term wealth preservation.

My USP and focus is the strategic alignment of the individual and family business to enhance well-being and secure wealth and legacy. 

Coaching Principles

My work is guided by clear professional principles:

• Non-judgemental and psychologically safe

• Structured, goal-oriented, and time-bound

• No diagnosing, treating, or prescribing

• No advice-giving; Clients generate their own insight and solutions

• Strengths-based and capability-focused

• Behaviour change anchored in real-world context

• Explicit link between inner capacity and external outcomes

• Purpose- and direction-led

Clients are viewed as capable and resourceful, with coaching centred on building self-efficacy, emotional regulation, leadership capacity, and sustainable behaviour change.

Why the SEREIN S.U.C.C.E.S.S.™ Framework

High-functioning individuals can appear outwardly successful while quietly experiencing erosion in the foundations that sustain psychological resilience, decision quality, and long-term functioning.

I devised the SEREIN S.U.C.C.E.S.S.™ Framework as a developmental lens to identify where an individual is well-resourced and where unmet needs may be quietly driving stress, reactivity, or misalignment.

This allows my coaching to focus on strengthening foundations, increasing internal capacity, and supporting aligned behaviour change.

The Experience of Working Together

Context: Collaborative Care with Mental Health Professionals

The coaching engagement is structured, goal-oriented, and tailored to the client’s life context and responsibilities.

Typically, a minimum engagement of 3 or 6 months (time and investment depend on individual circumstances and the amount of additional strategy implementation support in-between weekly coaching sessions).

Clients are provided with an impartial, confidential thinking space to integrate medical guidance, therapeutic insight, and real-world demands into a coherent, workable path forward.

From a collaborative care perspective with mental health professionals, this supports:

• Greater adherence to treatment and care plans
• Improved emotional regulation and stress tolerance
• More consistent daily routines and behaviours
• Reduced overwhelm and destabilisation
• Stronger capacity to hold responsibility without relapse or collapse

Clarifying purpose, direction, and commercial priorities is a core part of the work, enabling clients to re-engage with their business, family and stewardship roles in a sustainable way.

The emphasis on capacity building, stability, and real-world application complements clinical and therapeutic work and enhances the overall service and outcomes you provide to your patients.

My role within the collaborative care team is to help create the conditions in which clients develop the inner capacity, clarity, and coherence to sustain their health, responsibilities, and long-term life and business objectives.

Availability

• Coaching window: September to June (ie: no new clients commencing in July or August)
• New client availability: upcoming availability for 1 or 2* new clients commencing mid-February 2026; Monday or Tuesday mornings (possibly Thursday morning), London time
• Investment cost: Varies according to the amount of extra strategy support* required; I have a range of client engagements varying from light intensity weekly coaching sessions through to in-depth coaching plus strategic family enterprise business development support; Please inquire