Why did you choose to become a financial adviser?
I was frustrated with my first job, the commute to London, no immediate promotion prospects when a friend suggested I try out training to be a financial adviser. That was 28 years ago, and although I have had various roles in the industry since, I've discovered my biggest satisfaction comes from helping clients with their financial goals.
What’s the best part of your job and why?
The ability to make a real difference to a client’s circumstances, from setting up a small life cover plan to protect a client’s dependents, to helping a client manage their savings and retirement plans. Why? Because it means a client trusts me to do the right thing with their money.
What’s the most challenging part of your job and why?
Keeping the balance between seeing clients, keeping up to date with regulation changes, and researching and processing solutions. There's always so much to do and keeping all those plates spinning is a tough ask sometimes.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
Helping clients to see the need to protect themselves and their families, and being able to put into understandable terms how they can best meet their current and future objectives within their budget, while taking a balanced approach to ensure current lifestyle and future goals can be maintained.
How do you spend your spare time i.e. hobbies, interests, charitable work
Coaching a junior rugby team a couple of times per week, transporting my kids to rugby, athletics, cricket and Irish dancing events, while fitting in the odd game of golf and cricket. And watching my local rugby team on a Saturday when I can.
What’s your biggest achievement outside of work?
Along with my wife Annette, helping to bring up my two children, Lucy and Ben to become the best they can be. Also playing county rugby between the ages of 16 – 21 and representing Gravesend 1st XV for 18 years.
What’s the best piece of advice you ever received (financial or otherwise)?
Control debt and don't overstretch yourself. That balance has helped me do most of the things that I have wanted to do, sometimes it's taken a while but we've always been able to cope through more difficult times.
What was the best customer outcome you delivered in the last 12 months?
Any outcome that ensures a client is likely to be in a better financial position moving forward is the only measure I put on any client meeting outcome.
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).
Being able to run my business how I want. To control when and who I work with whilst knowing that what you do is really making a difference to people’s lives.