Professional Biography
We have to move with the times and plan for all eventualities
How do you describe what you do?
I provide clarity and reassurance to clients so that they can live the life they want to safe in the knowledge that their financial situation is being managed professionally for them.
What's next for you professionally?
Continuing to build strong and lasting relationships with clients and developing professionally with further exams.
What's the best piece of advice you've ever been given?
It will all be alright in the end, and if it's not alright, then it's not the end. Simple yet powerful.
How did you start off in your career?
I began my career as an investment analyst in 2008 prior to the global financial crisis. The landscape has changed enormously and the series of once in a lifetime events in recent years has made for an extraordinary time to be in the industry
What's your area of expertise?
I have lived and breathed investments for nearly two decades but will happily discuss all aspects of financial planning.
Where do you get your inspiration to embrace what's next?
Life doesn't stand still and keeps us on our toes. We have to move with the times and plan for all eventualities both personally and professionally. Embrace the positives and find solutions for the challenges.
What qualifications and memberships do you have?
- Diploma in Regulated Financial Planning
- DipPFS
- Chartered Insurance Institute