Learning and understanding my clients’ lives is what makes me tick. We build our plans and put in place the strategies on what matters most to them, enabling them to shape their stories which are yet to be told.

Not everybody needs wealth management right away, but everybody needs financial planning – and that’s where I like to add value to my clients’ lives.

What’s top of your bucket list?

I’d like to camp at Arches National Park in Utah, and see the sights of Canada via a campervan.

What did you want to be when you were a child?
Lots of short-lived ambitions, including a doctor, police officer and Olympic sprinter…!

Best box set to binge-watch?
This is a tough one as I’m a big fan of TV and cinema. Top 3 would have to be The Office US (excluding the first series!), New Girl, Peaky Blinders. I could go on.

Which song gets you on the dancefloor?
It doesn’t take much. I grew up listening old school rock and roll. Anything from Elvis and Queen to Florence and the Machine – I’m up there!