Associate Adviser

I spent the first part of my career working in investment banking and private equity.  I recently pivoted into financial services as I want to work directly with clients to help them achieve their ambitions, give them confidence to make big life decisions and to grow their wealth through providing clear, straightforward financial advice.

What’s top of your bucket list?
It has to be Japan – climb Mount Fuji, explore the cities, travel via bullet train, ski and eat loads of sushi.

What did you want to be when you were a child?
I used to be obsessed with cars, so it was probably something like a car mechanic but I’m sure a footballer or an entrepreneur also cropped up as ambitions at some point.

Best box set to binge-watch?
Breaking Bad – I’ve probably watched it through three or four times now, and even went to see some of the shooting locations in Albuquerque.  Nothing I’ve seen since has compared, although Peaky Blinders comes close.

Which song gets you on the dancefloor?
I’ve got to admit it’s difficult to get me on the dancefloor!  The best shot of getting me up there would probably be something by Zac Brown Band.  They bring back good memories of road trips with friends in the States.

Call:  07749 492609