How long have you been with the company? 9 years.
What’s your role? I provide holistic financial planning advice to people of all ages and walks of life.
What do you enjoy most about your role? Helping people to plan for their future and meet their goals. People might come to us with a specific need, but there might be other areas that we can also help them with.
How do you relax? I exercise a lot and watch a lot of rugby. I’m from a sporty family and so sport is a lifelong passion.
What is the most important lesson life has taught you? Be prepared for the unexpected and have a plan so you can adapt to what life throws at you!