Why did you choose to become a financial adviser?
I love the idea of building relationships and making a difference to people. I found that I had a way of putting clients at ease, never judging, but forming a professional relationship to achieve good client outcomes.
What’s the best part of your job and why?
Meeting clients face to face and client reviews is an area where clients generally get let down. Regular reviews mean happy clients even if funds are down … they like regular contact.
What’s the most challenging part of your job and why?
Dealing with the providers and insurers, obtaining clear and consistent information from insurance providers is getting harder to achieve.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
Spending quality time with the clients and making sure that all their needs are catered for. Do what you say you’ll do, and make sure that you follow through with any questions that need answering.
How do you spend your spare time i.e. hobbies, interests, charitable work
I regularly spend time cycling or running, competing in off road running events such as the Tough Mudder is a favourite of mine.
What’s your biggest achievement outside of work?
I completed the 3 peak challenge in 24hrs and also cycled from Venice to Verona for the Intrinsic charity of choice in 2015, raising over 100k for the Samaritans (group total), mine was approx. £1,700.
What’s the best piece of advice you ever received (financial or otherwise)?
To start my pension planning early, I was advised by my parents’ adviser when I was 16.
What was the best customer outcome you delivered in the last 12 months?
A referral came in regarding a client who needed some extra income in retirement. With careful planning I managed to clear their debts and generate a steady income that took the client out of a minus situation and allowed them to start meeting all of their living costs, with extra left over at the end of each month.
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