DipPFS, Cert CII (MP & ER)
I help people plan for retirement and invest their money in a tax efficient manner. I ensure clients have the right funding to retire at an age they are happy and comfortable with, keeping their money invested whilst being aligned with their risk profile.
Rather than working for clients, working with them to put a plan together for their money to help it work for them. I find working with a client to put a plan together in their best interest to be the most rewarding thing.
Watching and taking part in almost any sport. I love watching Leeds United and absolutely love going to the gym. Keeping active and a healthy body is key to me and keeps me happy.
Space. I’d love to be able to learn everything and anything out there about the universe and everything around us. There is so much of it and we know so very little, so to become an expert would be amazing.
Iceland, it’s the best country and place I have ever visited and would love nothing more than to be there all the time, the scenery is amazing.
I would have to say Skydiving, bit of a thrill-seeking option but it is definitely something I would love to do.
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