Open to all members of BWC Edinburgh!

Speaker - Seonaidh McIntyre-Stephen

• Principal Partner and Certified Financial Coach

• Wisteria Private Wealth, Financial Planning for Families

• Partner Practice of St. James's Place Wealth Management

• ‘Exploring The Mind-Money Connection - a Masterclass’ 

I'm a qualified Financial Planner and a Financial Coach with training in Coaching and Psychotherapy. I'm passionate about the human side of money, the psychology of money and financial wellbeing. I am mummy to 3 children and I love working with families.

I set up a Wisteria Private Wealth in 2017 to provide financial planning to professional families.  My aim is to engage and empower professionals to help them to take control over their own financial planning and make better financial decisions.

I spent more than 10 years working in the City, starting in investment banking and private equity and then moving across to wealth management.

When I’m not working or with the family, I love reading, travel, music, Pilates, dance and theatre. I’m also a huge history lover.