- Bristol Office
Can you describe your current role and responsibilities?
As a Financial Adviser, I work closely with clients to understand what matters most to them, whether that is security, freedom or opportunity. I approach every meeting and conversation with empathy and care, making sure clients feel heard, understood and supported.
What has been your journey so far?
I bring 30 years of experience in financial services, with a particular interest in investments, alongside a client-first approach that reflects how we work as a business. Building trusted relationships, giving clear advice and helping clients feel looked after now and in the future has always been important to me. Having worked closely with the adviser community for many years, the opportunity to join a firm I have long admired for its ambition and desire to offer genuine care to its clients felt like a natural next step. I’m excited to be joining a great team that shares my values of putting clients first and building strong relationships based on care and integrity.
What do you enjoy most about working in your field?
I love the power of cashflow planning. It can help clients see that they may be able to support grandchildren, enjoy a once-in-a-lifetime holiday, buy a new car or retire earlier than they expected. It can be life-changing and it’s hugely rewarding to help people realise those opportunities.
What’s a fun fact about you or an interesting hobby you enjoy?
I’m a frustrated golfer who still loves the challenge of the game and more recently I’ve become hooked on padel.
