My career started out as a trainee accountant in 1989, however, I soon realised that this was not for me. I moved internally into financial services and really enjoyed the work.
In 1992, I went to work for an IFA in Witney and was there for 18 years. I spent a couple of years with what is now a national firm based in Wokingham. I then took a role with a firm in Chipping Norton where I stayed until I joined Ellacotts in June 2016.
As a Financial Adviser, I look to build long-term relationships with clients and have a number of clients that came to me when I first started my career and who I still deal with now.
I enjoy being an IFA because every person I meet has a different advice need, which means every day brings a different challenge. Over the years I have gained extensive knowledge of pre and post-retirement planning, including using both pensions and investments to achieve the desired results.
Away from the office, I enjoy spending time with my family, cooking and travelling. I also follow Oxford United.
Away from the office, I enjoy spending time with my family, cooking and travelling. I also follow Oxford United, although I do not get to see as many games as I would like to!