I left school and began a trainee scheme where I sat my first financial industry qualification at the age of nineteen. During the scheme I progressed through a variety of roles whilst continuing to study, gathering a range of financial planning qualifications along the way.
I worked in the financial industry for nearly twenty-three years and spending 16 years working for two large national advice companies has given me given me a huge amount of experience to be able to work with a wide variety of different client circumstances. Having the ability to talk to clients, understand their plans and explain the position in a jargon free way is key. I feel I have a different insight into the sector which a lot of local advisers may not have experienced.
I joined David Allen in April 2020; the way they look after their clients attracted me to the firm as well as the array of professional services they have under one roof which meets so many client requirements.
Every client is different, with different aims, views, plans and circumstances. I find getting to know them and helping them with their aims incredibly rewarding.
My biggest professional achievement was in 2017 when I won the Outstanding Achievement award at the City of London Wealth Management Awards. This award meant a great deal to me as it was awarded based upon the quality of advice given to clients.
Clients say I am friendly, smart, punctual and easy to get along with.