What do you do?
Relationship Partner in the Cooper Parry Wealth team.
Why do you do it?
I like to use my 28 years of experience to help people. Personal finance can be daunting and time consuming. Wealth management is about making the complex simple, adding common sense and structure, so clients feel empowered to use their financial resources to achieve what’s important to them.
What’s on top of your bucket list?
To tour the ‘cowboy states’ of the USA … too many John Wayne movies growing up.
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