Example tasks
Below are a diverse range of practical solution-based tasks that I carry out built around your short, medium and long term goals
Diary management
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managing single or multiple calendars
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arranging video calls
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scheduling recurring reminders
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to-do list integration
Relocation management
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co-ordinating with estate agents
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location research
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academic institution comparisons
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managing logistical arrangements
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overseeing the move
Financial planning
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creating a quarter-by-quarter annual plan of key activities
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sourcing financial advisers, wealth managers, solicitors and accountants to manage your portfolio of properties and investments
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carrying out a direct debit audit
Event management
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venue sourcing
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managing invitations
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liaising with guest speakers
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agenda management
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arranging team building activities
Travel management
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organising a multi-stop business trip
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scheduling overseas client meetings
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maximising hospitality loyalty programmes
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producing a luxury trip itinerary
Health & well-being
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arranging health/medical checks
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finding a coach/mentor
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scheduling a regular exercise plan
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organising social activities and events
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obtaining quotations for health insurance
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arranging private hosting events
Project management
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setting up of new processes
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managing key milestones
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timeline tracking
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researching new/upgrading of IT equipment and software
Relationship management
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arranging social events/activities
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supplier management
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managing key stakeholder relationships
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arranging client hospitality
Future planning
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obtaining quotations for life insurance
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sourcing critical illness cover
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assisting with Lasting Powers of Attorney for health and welfare and/or property and financial affairs
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arranging of will preparation​
If you would like to discuss any of the above in more detail,
or have a specific enquiry, then please do get in touch by clicking below:
If you would like to find out more about me and how I can support you then please do get in touch.
+44-(0)7786-650299
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