Why did you choose to become a financial adviser?
As a mortgage adviser I became very frustrated that I could not help my clients with all of their finances. I felt as if I was letting them down so I decided to become a financial adviser.
What’s the best part of your job and why?
I enjoy helping people to plan for their futures. I do this by reviewing their existing finances, income and outgoings then putting a plan in place to help make their dreams a reality.
What’s the most challenging part of your job and why?
Not working too many hours. I can easily get carried away with the amount of time I spend working as I want clients to have their plans working for them as soon as possible.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
I spend time with them so that I understand their future plans and objectives, I review their current finances so that both my client and I have a clear picture as to how close they are to achieving their objectives and if there is anything that could be stopping them getting there.
How do you spend your spare time i.e. hobbies, interests, charitable work
My biggest hobby is cooking, I love trying new recipes. In the summer my husband and I regularly go on cycle rides and think nothing of going 30-40 miles usually following one of the national cycle routes. A couple of years ago we rode the London to Brighton bike ride in aid of the Heart Foundation.
What’s your biggest achievement outside of work?
What’s the best piece of advice you ever received (financial or otherwise)?
Focus on your achievements not on your failures, and tell everyone about them because if you don't nobody else will.
What was the best customer outcome you delivered in the last 12 months?
One of my clients had several pensions he had lost track of. He found some old statements however most of these companies had been merged into others. After a lot of time calling round I tracked them all down, researched them and then merged then into one for him. My client was happy because he has over £100,000 he didn't realise he had.
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