Professional Biography
It's such an exhilerating feeling when I've helped a client to achieve their goal(s).
How do you describe what you do?
I help my clients better understand the financial planning opportunities available and guide them through those options. Helping them better plan for the future while enjoying today.
What's next for you professionally?
I've already achieved all of my career goals. Now, I simply focus on using my 30+ years of complex planning experience to help both my clients and junior colleagues to achieve theirs.
What's the best piece of advice you've ever been given?
When I started in this industry, I was told to look after my clients (not customers!) and to always try to explain my advice to them in English (in other words, in simple enough terms that they can feel confident that they understand my guidance.)
Where do you get your inspiration to embrace what's next?
I get a real sense of achievement when the planning I put in place, makes a real difference to someone's current situation or future aspirations.
What's your favourite thing about your role?
Seeing the excitement on a clients face when I've helped them achieve their goal(s). Funding a purchase, being able to gift to their family, retire early or even when the solution is simply going to help save them significant taxation.
What qualifications and memberships do you have?
- BSc
- Dip PFS
- Certs CII (MP & ER)