Chartered Financial Planner
Your professional background (previous jobs, experience etc etc)
Chartered Financial Planner. Having come out of university as a product designer, I then moved into the world of financial planning. I joined Saunderson House as a graduate and then started advising clients at First Wealth. I joined Buckingham Gate at the end of 2018 and have now enjoyed being in this noble profession for over 10 years.
Specialist areas of interest and expertise
Doing lifestyle financial planning with my clients is what I enjoy the most. This is working with clients on their route to retirement (what I call financial independence) and then for the rest of their lives. By having great conversations with clients, I make sure that they are living the most fulfilled life possible. It's a cheesy line, but if I can work with clients to make sure that they get the best return on life possible given their financial circumstances, then that's a job well done.
Why did you join Buckingham Gate
I joined Buckingham Gate because we are able to do everything for our clients under one roof. The lifestyle financial planning, investment management, behavioural coaching and estate planning.
When not in work you like to?
Spend time with my children (and wife). They are at an age (not my wife) where bath time is loads of fun so being back home for that every night gives me the best return on life possible! I also like learning new things and am currently on a UX Design course learning how to build websites.
An interesting fact about you?
I've been collecting art for over 15 years. Sometimes I get strange looks from my colleagues when a purchase arrives in the office (and rightfully so) and if you come to our office you will see a selection of my Japanese Sofubi (vinyl) toys on my desk.