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.