Relationship Manager

My job isn’t about trying to get the highest return or to make the most money. It’s not about Pensions or Tax. It’s about understanding what’s truly important to a client and creating a financial plan to help them get it. I really enjoy the team work and the technical side of my job too.

What’s top of your bucket list?

Perhaps a bit of a cliché  but a trek to Machu Picchu or cycling the West Coast of America.

What did you want to be when you were a child?
I think it was a toss-up between a footballer, F1 driver (for Ferrari) and a Tour de France winner.

Best box set to binge-watch?
Game of Thrones!

Which song gets you on the dancefloor?
Hard to say no to anything by James Brown…

Call:  07970 949 947