Why did you choose to become a financial adviser?
After leaving university, I worked in a number of financial service roles that led into sales support and broker consultant positions. Following that, the challenge of a customer facing financial adviser role felt like a natural next step to be able to work directly advising customers on a wide array of financial products and services.
What’s the best part of your job and why?
Definitely working with customers and helping them achieve their financial goals throughout life, advising them on the options that make a real difference to their financial security and comfort.
What’s the most challenging part of your job and why?
It's the part that I really love, appreciating that every customer is different. I believe there is an art to tailoring a unique recommendation that is right for each customer’s individual circumstances.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
I work with each customer to reach a clear, shared understanding between us of what their priorities and financial aims are. From there we're in a great position to discuss their options and how I can help them achieve this.
How do you spend your spare time i.e. hobbies, interests, charitable work
I've always played football with local clubs and teams, it's something I really enjoy and it keeps me fit for my other hobby which is running around after my Jack Russell, Amber - most weekends either at the beach or round Arthur's Seat.
What’s your biggest achievement outside of work?
Getting married to my wife just over a year ago, and being left in charge of the honeymoon planning. Which fortunately all went very smoothly as it was one of the only things I was left to plan on my own!
What’s the best piece of advice you ever received (financial or otherwise)?
Treat others the way you would want to be treated yourself. It sounds very simple but I think it's always important regardless of the situation.
What was the best customer outcome you delivered in the last 12 months?
I met a customer that was struggling to deal with all their outgoings. They had agreed to meet up so we could review their pension however as I understood their needs and current situation we worked out that there was a better way to balance their finances across their outgoings, allowing them to feel more comfortable financially.
Watch our Advice Case Studies to see how people felt before and after their first financial adviser meeting.
Being featured on this site does not constitute any endorsement or recommendation by Old Mutual Wealth. Advisers are not vetted other than to ensure they are authorised by the Financial Conduct Authority (FCA).