Why did you choose to become a financial adviser?
Following University, I joined a life company as a graduate trainee. On my first visit to an IFA's office, I knew I wanted to advise although appreciated that I needed to take steps in order to do so and gain the required experience and knowledge to be able to advise effectively.
What’s the best part of your job and why?
Two aspects -reviewing my clients, I have worked with these people for many years and look forward to hearing their news, whilst updating them and making them aware of legislation changes that will affect them.
Meeting new people, every family is different and has different needs to consider, creating a new puzzle to solve.
What’s the most challenging part of your job and why?
Working with your spouse, it can be a challenge not to discuss cases or legislation over breakfast.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
Keeping in touch and updating them with relevant changes.
How do you spend your spare time i.e. hobbies, interests, charitable work
Yoga, being with my children, baking and cooking, spending time with my friends, and shopping!
What’s your biggest achievement outside of work?
The work life balance - having two young children and running a business can be challenging. I eat dinner and breakfast with my children and love reading with them before they go to sleep.
I can now also do a headstand in yoga.
What’s the best piece of advice you ever received (financial or otherwise)?
"If you always do what you have always done, you will always get what you always got".
What was the best customer outcome you delivered in the last 12 months?
Being able to stand by my constructed portfolios in a downward volatile market.
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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).