Our Associates

Richard Evans

The Profs – Education Specialists


The Profs work with ex-managing directors and university lecturers to deliver quality one-on-one education. The Profs provide tailored professional courses to family businesses and aspiring C-level executives so that they can learn from industry experts in a one-to-one environment, avoiding the classroom. Our network of over 350 consultants spans 52 countries. Our consultants range from retired financial managing directors to Russell Group university lecturers. They all share a long track-record of delivering outstanding educational results to their students, combined with the ability to create bespoke courses. Always approachable, they strike the perfect balance between personable and professional.

Tim Davies

IFA – Wealth Management


Holistic goals based financial planning and independent oversight of the leading multi-asset discretionary investment management programmes for the benefit of clients. Lifetime Wealth Modelling and Tax Optimisation for all clients and Private Office Experience to cater for wider financial needs. Clientele ranges from City professionals to entrepreneurs, scenarios of inherited wealth and divorcees needing support and guidance as to how best to structure and live off an agreed settlement.

Petra Breiner

Coach


Petra is a Canadian-trained Psychotherapist and holds an Honours Bachelor of Science Degree from the University of Toronto and a Master’s Degree in Counselling Psychology from Athabasca University. She has a background in cognitive psychology research, small business management, international work, and utilizes her diverse skills across different domains in consultancy.

Diana Moffat

Coach


Diana is a qualified and practising Jungian Analyst. Having a background in the corporate sector for many years prior to her training as a Jungian psychoanalyst, Diana has now come full circle by marrying business and psychology together. As a coach for Sonata, Diana is committed to improving both internal dynamics and external relations to enhance work performance for our clients.