by firstname.lastname@example.org | Nov 21, 2023
Financial Adviser DipPFS
How long have you been with the company? I started in September 2021.
What’s your role? I’m a Financial Planner who helps people pay less tax and maximise their assets.
What do you enjoy most about your role? I enjoy the variety. Both in the people we meet, their circumstances and how we can help them.
How do you relax? I read most mornings and enjoy walks in the countryside. I also occasionally try hit a small ball into a hole (golf) and chase an egg shaped ball around a field (rugby).
What is the most important lesson life has taught you? Under promise, over deliver
BA (Hons), DipPFS
How long have you been with the company? Over a year and a half.
What’s your role? I provide holistic financial planning advice in a professional and personal manner to all my clients. Through 12 years’ experience working in Financial Services I have built up a detailed knowledge of Financial Planning and Wealth Management.
What do you enjoy most about your role? I really enjoy helping all my clients to achieve what is really important to them. I believe it is important to take the investment burden off my clients allowing them to concentrate on living life to the full, safe in the knowledge their investment portfolios are being looked after.
How do you relax? Away from work my life involves spending time with my young children, keeping fit and enjoying nice walks in the countryside.
What is the most important lesson life has taught you? Never give up on things that are important to you. Always try to remain positive and appreciate all the good things in your life.
How long have you been with the company? I started in February 2020.
What’s your role? My role is personal assistant.
What do you enjoy most about your role? I am enjoying the variety of work involved in my role – printing reports, letters and valuations. Answering the phone, dealing with the post and meeting new clients.
How do you relax? I like to spend time gardening, cooking when I’m relaxing and I also enjoy watching my local rugby team.
What is the most important lesson life has taught you? .The most important lesson life has taught me is to try and treat people how you would like to treated and to always try to be happy and keep smiling.