Relationship Manager

My passion is to be able to support clients with planning for their future. I feel lucky to work with the amazing clients that I do, listening to what’s most important to them, hearing their stories and working with them to develop their tailored financial plan. It’s important to me to make complex ideas, simple, so clients understand and feel comfortable with what it all means. The most fulfilling part of my job is being able to give clients peace of mind they can live the life they want and ultimately, make life count.

What’s top of your bucket list?
Japan’s been at the top for a while now. They have amazing traditions and culture, but then have some of the most advanced technology in the world!

What did you want to be when you were a child?
A bit generic I know but I dreamt of being the next David Beckham. I did manage to earn an England School Boys Cap, but that was as close as I came.

Best box set to binge-watch?
Prison Break – I must have watched it around 6 times! There are so many twist and turns. Nothing will ever beat the first series for me.

Which song gets you on the dancefloor?
I’m an Ed Sheeran fan which doesn’t really scream dancefloor fillers!! But seeing him perform “Sing” & “ Bloodstream” live would get anyone moving.

Call:  07708 390136