Relationship Manager

Basically I deal with all the technical stuff! I’ve been a Pensions Transfer Specialist, Financial Planner, Paraplanner, Associate Adviser and now I’m a Relationship Manager. It’s great to help clients achieve their long-term objectives and show them how we can add value with a financial plan and save them time by managing their finances.

What’s top of your bucket list?
Learn to play the guitar as it’s a really cool instrument to play, and I’m learning at the moment.

What did you want to be when you were a child?
Heavily influenced by films I wanted to be a lot of things; a space explorer (Star Wars), an archaeologist (Indiana Jones) and a Ghostbuster!

Best box set to binge-watch?
Father Ted as it never fails to make me laugh. This is followed closely by Bottom for the same reason!

Which song gets you on the dancefloor?
Reef – All Place Your Hands. They played it every night when I went out at university.

Call:  07815 703543