What do you do?

I like to think I’m a caring professional. I really enjoy seeing people realise their ambitions over time by following our financial planning guidance.

Why do you do it?

Feedback from them is invaluable. When clients comment on my “commitment and trust” as well as my “integrity and honest approach”, it makes me proud of what I do.

What’s on top of your bucket list?

To travel to New Zealand and Vietnam to see old friends who emigrated.