What do you do?

I’ve been advising clients for (somewhat unbelievably) 37 years! My focus is my clients’ financial wellbeing and supporting them in making informed decisions to help them live the life that they want.

Why do you do it?

I get great satisfaction from helping clients plan for the future. The financial planning sector hasn’t stood still in the time that I’ve been working in it. I particularly enjoy adopting new tech and processes to keep us at the forefront of the sector. Ensuring clients receive the best possible advice.

What’s on top of your bucket list?

Although I’ve lived in London for 38 years, part of my heart has never left south Shropshire where I grew up. Having a holiday home in the rolling Shropshire hills, as a base to invite friends and family, and going on regular walks with our dog, Zephy, would be truly life enhancing.