What do you do?
My job isn’t about trying to get the highest return or to make the most money. It’s not about Pensions or Tax. It’s about understanding what’s truly important to a client and creating a financial plan to help them get it.
Why do you do it?
I really enjoy the team work and the technical side of my job too.
What’s on top of your bucket list?
Perhaps a bit of a cliché but a trek to Machu Picchu or cycling the West Coast of America.
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