Professional Biography
I believe in life and work one should always look forward
How do you describe what you do?
I look after and manage a large client base including individuals, pension funds and charities
What's next for you professionally?
Continue to develop close relationships with my clients.
What's the best piece of advice you've ever been given?
Always remember that everyone is equal and should be treated that way.
What's an experience with a client that's stuck with you?
Many long standing clients have actually become friends and we have been through life's ups and downs.
How did you start off in your career?
Working in the dealing department in Belfast as a support member.
Where do you get your inspiration to embrace what's next?
I believe in life and work one should always look forward.
What's your favourite thing about your role?
Direct contact with my clients.
Where's your favourite place to meet with your clients?
I feel the best place is directly with them at a place of their choosing.
What qualifications and memberships do you have?
Chartered FCSI