- Bristol Office
Can you describe your current role and responsibilities?
I am a Financial Planner and responsible for advising and looking after both private and corporate clients. I advise in areas such as retirement and investment planning, protection, inheritance tax planning and estate planning. I enjoy helping clients work towards their goals and creating the lifestyle they have always had in mind.
What has been your journey so far?
I joined Digby Associates back in 2008, initially as an Office Junior before working up the ranks as administrator, then Paraplanner before qualifying to become an adviser back in 2018. I have a keen interest in cash flow modelling and helping clients visualise what their retirement could look like, are there funds sustainable and in line with their goals and so on.
What do you enjoy most about working in your field?
I enjoy helping clients work towards their goals, whether that be many years into the future or shorter term. I enjoy listening and learning about my clients, their families and their experiences of investing so far. I also enjoy working as part of a long-established firm, with adviser colleagues who have mainly qualified together and we have an excellent team ethic.
What’s a fun fact about you or an interesting hobby you enjoy?
I have two young children 6 & 4 and my free time is taken up a lot with family time which I wouldn’t have any other way as that is what I enjoy doing the most. We enjoy family trips and holidays to different destinations.
Besides my family I am a West Ham United supporter and once a month tend to enjoy the fact we have won a game!
