- Bristol Office
Can you describe your current role and responsibilities?
As Head of Wealth Management, I am responsible for the development, support and compliance relationship with the team of advisers. In addition, I have a modest panel looking after a wonderful group of clients.
What has been your journey so far?
I have been in this profession my entire adult working life. The majority of the time has been working with the financial adviser community however a number of years ago I decided to look for the right opportunity to join an adviser firm where the client outcome was at the forefront of the business alongside the opportunity to work with a wonderful team. A huge decision for me but one I am so happy I made.
What do you enjoy most about working in your field?
The opportunity to make a valued contribution to the growth of the business and assist with the development of my team, makes me extremely happy. The ability to help clients meet their objectives and dreams is an amazing part of my role and the fact that I like all my clients very much, is a real bonus.
What’s a fun fact about you or an interesting hobby you enjoy?
I have an unhealthy love of football, although most of my colleagues prefer the other shaped ball. Following a nasty injury I stopped playing, I was then honoured to be involved with my son’s youth team for ten years and now I just watch it. For my sins I am an Arsenal season ticket holder alongside my son, and we are regular attendees at the Emirates stadium. I would like to suggest that I do this to relax but that would not be true!
