Professional Biography
Financial planning is an ever-changing profession and being able to respond to the changes in this and those in my clients' lives is fundamental to the role.
How do you describe what you do?
I assist individual and corporate clients who wish to receive ongoing advice and support with their finances, and work within the team here in Newcastle to support any new enquiries.
What's next for you professionally?
Working towards obtaining chartered status and continuing to provide excellent service to my clients
What's the best piece of advice you've ever been given?
The best relationships are based on mutual respect and honesty.
What's an experience with a client that's stuck with you?
Lots of highs and low over the years but sadly seeing one of my clients suffer with MND has been one thing that has stuck with me, an awful disease.
Where do you get your inspiration to embrace what's next?
Financial planning is an ever-changing profession and being able to respond to the changes in this and those in my clients' lives is fundamental to the role. It's not always positive changes we face but you take these on with your clients together.
What qualifications and memberships do you have?
- Diploma in Financial Planning
- SOLLA Accredited