areas of expertise
- Financial planning
- Financial advice
- Cash flow modelling
- Financial planning processes
- IFA market
- Chartered Financial Planner (Fellow of the Personal Finance Society)
- STEP Certificate in Trust and Estate Planning (Financial Services)
- CISI Level 3 – Securities and Investments
- ILM Coaching for Performance Accredited Coach
- German academic degree in International Business Management
Svenja has over 20 years of experience in financial services, mainly in the UK but also internationally. She has worked in different sectors of financial services, including retail banking, investment banking and wealth management.
Since 2008, Svenja‘s focus has been financial planning. She became Chartered in 2012 and has created financial plans for High Net Worth Individual clients ever since. Prior to setting up her own business in November 2021, Svenja was a Partner and Head of Wealth Planning at Killik & Co, where she grew the Wealth Planning team from 9 to 50 people within four years. As such, she does not only have great knowledge in advising clients but also in setting strategy and defining processes for a financial planning department as well as managing risk and monitoring compliance.
Svenja now works on a number of different projects, including unregulated coaching and advice to private individuals, employee financial wellbeing, and consulting to various businesses.
Outside of work, Svenja has a passion for ultra-endurance running and anything else that will keep her active, including walking her two black labs (Kipp & Frankie), cycling and swimming. In addition, Svenja is a listening volunteer for the Samaritans.