I made the decision to begin studying towards my CII diploma in November 2020, whilst I was managing Paddy Power in Dumfries. I have always been interested in the management of finances, whether that be keeping spreadsheets of my own or helping out friends.
I joined David Allen at the start of July 2021, after contacting the team to enquire about the possibility of work experience, as I was interested to find out what working in financial services was like. I had no idea that this would lead to a job, but I am very grateful that it did. I knew after completing the work experience that I wanted to work for #TeamDA and that I’d relish a career in the financial services industry. Every single member of staff I met was extremely supportive and went above and beyond to make me feel welcome. The company is well organised, very professional and one that I can’t wait to get settled into!
I love learning new things and always enter new challenges with an open mind. I have great attention to detail, enjoy problem solving and completing tasks that challenge the brain.
I enjoy engaging with new people and finding ways in which I can help clients improve their experience with the company. I get satisfaction in helping others and seeing their joy.
Clients say that I am friendly, reliable and professional, but also someone that is not too serious, and that you’re able to have a laugh with. As well as being someone that goes the extra mile to deliver the best possible outcome for the client.
I am golf mad. I play as often as I can and when I’m not playing golf, I am watching it. I currently play off a handicap of 0.