Leaving the Army presented me with the ideal opportunity to pursue a career that interested me the most. I was determined to create a business that combined expertise with the highest levels of service for clients and to make a difference to people's lives. We achieve this everyday, whether it's helping a young family buy their first home and plan for their ongoing and future financial security, a business owner meeting their pension planning provision obligations or older parents organising their estates to ensure their assets can pass most effectively to their loved ones. There are so many real life examples and I am very proud of the service we provide each and everyday.
I am very fortunate to have such a fantastic team around me. We have all spent many years building qualification and ‘real life’ client facing experience in the financial services industry across different institutions including major banks, private banks and insurance companies. Each one is dedicated, very experienced and determined to help our clients as much as we possibly can.
Time outside of work is mainly spent entertaining my young family! I also still have quite an adventurous spirit and so when the opportunity arises I take to the outdoors whenever possible.