What’s your role? Financial Planner and in charge of client experience. I simplify the complex for people, put peoples’ minds at rest and help them focus on the important things in life.
What do you like best about it? Building a business that I am genuinely proud of - from every word that we write to every investment that is made. Ultimately providing real value to clients.
What is the most important lesson life has taught you? There is no point in worrying if you can't do anything about it. If you can do something about it stop worrying and take action.
What one word sums you up and why? Approachable (that’s what clients say about me).
How do you like to relax? Running then eating.