Professional Biography
In a world where politics and economics are having an increasing impact on individuals, I want to ensure that my clients are making the right financial decisions in order to achieve their long-term goals
How do you describe what you do?
Managing personal finances can be challenging. In a world where politics and economics are having an increasing impact on individuals, I want to ensure that my clients are making the right financial decisions in order to achieve their long-term goals
What's next for you professionally?
I'm focused on continuing to deepen my expertise in financial planning, and my relationships with my existing clients and their families. I am studying STEP in order to broaden my knowledge in key areas that are at the forefront of client planning
What's the best piece of advice you've ever been given?
The best time to plant a tree was 20 years ago, the second-best time is now. A proverb that applies not just to personal finances, but all aspects of life. It’s never too late to start something new, or tackle a problem.
What's your favourite thing about your role?
Meeting people from a variety of backgrounds and being given the opportunity to advise them on their finances is a great privilege. Supporting my clients with their financial plans, and seeing them succeed, is truly rewarding.