Your job in a nutshell
In a nutshell, I’m chief squirrel! As an adviser, I help my clients get the most out of their money – making sure it works for them, their lifestyle and aspirations. And as a business owner, I’m here to oversee our operation and growth. It’s vital that the quality of our service and the wonderful ethos and atmosphere we have as a group of professionals only strengthens as we go forward.
Tell me about your first paid job?
I was a beater for pheasant shoots. It was freezing! I remember wrapping my hands around big mugs of oxtail soup to try to get warm.
What led you to this career?
I’ve always been interested in the concept of money and how it works. I started off as an insurance salesman in my hometown of Croydon. Insurance was becoming more professionalised at the time. When the chance to take professional exams came up, I jumped at it! I qualified, then formed my own advice firm in 1994 and I’ve never stopped loving what I do. I suppose I matured with the industry.
What was the first thing you bought with your own money?
Probably spare parts for doing up my Mini. Mini racing was a family obsession.
What’s your retirement dream?
I’m not sure I’ll ever retire entirely. I love being part of my local community, so I can see myself popping into Ginkgo once or twice a week and getting involved with local charities. The rest of the time I’ll spend with my wonderful family. I fancy keeping bees!
What three words would your friends use to describe you?
Straight-forward, quick-witted, fair.
What’s the best thing about working at Ginkgo?
I thrive on picking apart complex financial puzzles and finding solutions that others may not have seen. The “Oh wow!” moment when I explain how to resolve an issue that’s been causing a client genuine anguish is hugely rewarding.
VouchedFor Top Rated Certificate
