What matters most to our team both at work and in personal time:
Professionally – I’ve been in the industry for 7 years delivering for our clients the service that they should receive and that we have the capabilities to provide through our experience and technical expertise. Ensuring that we work well together both within our departments and across the company.
Personally – sport, music and family matter to me. Rugby, MMA and Aussie Rules are my main sports, the latter coming from family I have in Australia. I held a Leicester Tigers season ticket for many years and rarely miss an opportunity to watch the rugby (or any sport).
I’ve been working in the financial planning and wealth management industry for over 7 years, with a particular interest in
- Cashflow planning
- Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Business Relief products
- Diploma in Financial Planning
Working towards becoming a Chartered Financial Planner