About Kim Uzzell
Financial Expertise. Psychological Insight
I have spent more than 35 years working with money and the people making decisions about it.
My career has taken me through trusts and taxation, stockbroking, investment management and private wealth, working with individuals and families through changing markets, changing circumstances and some of life's most significant financial decisions.
Over those years, one thing became increasingly clear.
Technical expertise can tell us what makes financial sense. It cannot, on its own, explain what people actually do.
Financial decisions are made by people, bringing with them identity, emotion, relationships, previous experiences, family history, responsibility, expectations and sometimes fear.
That is where my work sits today.
From financial expertise to financial psychology
This background gives me an understanding of the financial structures, professional advice and technical considerations surrounding significant financial decisions. My work in financial psychology developed from recognising that these are only part of the picture.
Today, as a Financial Psychologist and Executive Financial Coach, I specialise in behavioural and emotional finance, with a particular interest in financial identity and decision-making during significant life and wealth transitions.
I work directly with individuals and families, and alongside the professional advisers supporting them, particularly where money intersects with identity, relationships, responsibility, control and change.
Money changes more than just the numbers.
My work focuses particularly on significant financial transitions, where decisions about money can also involve questions of identity, relationships, responsibility, control and change.
Private Wealth & Family Offices
Next-generation wealth, succession, stewardship, responsibility and the transfer of control.
Divorce & Financial Transition
Supporting individuals navigating financial independence, changing identity and important decisions during and after separation.
Inheritance & Contentious Probate
The emotional and behavioural complexity of receiving wealth, bereavement, family relationships and changing financial responsibility.
Practice, Education & Research
PRACTICE
Financial psychology applied to real financial decisions
I work directly with individuals and families, and alongside family offices, wealth managers, lawyers and other professional advisers, particularly during significant financial and wealth transitions.
EDUCATION
Bringing behavioural & emotional finance into professional practice
I develop and deliver CPD, professional training and speaking for financial professionals, organisations and professional bodies, exploring the human factors that influence financial behaviour, decision-making and client relationships.
RESEARCH
Building the evidence behind better financial conversations
My academic research focuses on financial identity and everyday financial decision-making following significant life events, with plans to extend this work through doctoral research.
Practice identifies the questions.
Research investigates them.
Education takes what we learn back into the profession.
Professional standing
My work has taken me from private wealth and financial services into professional education, academic research and public conversations about money and financial behaviour.
I am a Chartered Fellow of the CISI and former CISI Regional President, and have delivered professional education, guest lectures, conference sessions and keynote talks for audiences across financial services, organisations and academia.
As an Associate Member of Resolution, I support their commitment to a constructive approach to family separation and professional collaboration.
My work to "Break the Silence" around money was featured in the Sunday Times Alternative Rich List 2025.
Working together
I work directly with private clients and families, and in collaboration with the professional advisers supporting them.
Engagements may be commissioned privately or through family offices, wealth managers, legal professionals and other professional advisers.
My work is complementary to financial, legal, tax and therapeutic advice. It provides space to explore the behavioural, emotional and identity-related factors that can influence significant financial decisions.
For private client, professional collaboration, speaking or education enquiries, please get in touch.
Stop making the same mistakes
with your money over and over again!
You might be feeling like you're no good with money, but that's just not true.
You're holding on to an old money story.
You're repeating behaviour that has been ingrained within you for a very long time.
And the good news is, that it can be changed!
My simple Rewired for Wealth programme is a fabulous (and FREE!) way of getting your money mind on your side so that you don't have to keep making the same old mistakes again!
Who I Work With
I work with people who are smart, successful, and still feel like they’re missing something.
That includes:
High performers who secretly struggle with financial confidence.
HR and wellbeing teams looking for real impact in financial education.
Entrepreneurs, lawyers, medics, creatives, and professionals with busy brains and big responsibilities.
Women who want their money to match their power.
© 2026 Kim Uzzell
Consulting ltd