I am someone who is passionate about helping people. That might not be the first thing you think about when you hear financial adviser, but I’m in a privileged position to really get to know my clients’ motivations and problems and be able to help them.
Finance can be a daunting thing and unfortunately it is something which affects everyone, whether they like it or not. I am lucky enough to be able to take that fear away and replace it with trust, understanding and satisfaction.
I manage this with the background of qualifications as a Chartered financial planner and Chartered accountant. I am closely involved in the care for my parents and that gives me a unique insight into the intricacies of people dealing in similar situations.
When I am not helping my parents or clients, I love to try any forms of exercise and spend time in nature. I also love to use the power of exercise and nature to increase my productivity and creativity at work. I love to take clients on a walk to get to know them and how to help them best.