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…
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