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