What is your name?
What is your occupation?
Director of Universe Financial Advice and also Director at Trusted Adviser Magazine.
Where do you live?
Newbury, Berkshire…right on the racecourse for any horse fans!
When did you start your career in finance? How did you get into it?
I started as soon as I left college and fell into a complaint handling role with Lloyds Bank. I eventually moved on to training members of the team and then managing the entire training needs of the banking groups workforce. From there, I studied Level 4 to get into more complex areas of the bank. At that point, I was head hunted by a recruiter for Intelligent Office and went to train IFA’s on their software. From there, I spent a year understanding IFA’s and their business models, and then took the plunge to ‘go solo’ from there.
If you could start your business again, what would you do differently?
I would have found a few good mentors and I absolutely should have joined NextGen sooner. When I finally joined, I kicked myself for missing out!
What would be your biggest piece of advice to someone coming into the financial planning profession?
You don’t have to be a maths genius to do this job, the most important thing is to be a people person. There are always others that can help you with the numericals if you get stuck!
How would you define your personal mission?
Personal mission is nothing specifically to do with IFA. I want to be known for something. I’m not yet sure what, but I want my nieces and nephews to look back and be able to understand why I was here. If I leave the world after making it a little better, I will die happily.
How would you define your personal vision?
My vision is to be retired at 30. Actually, that’s a lie, I can’t see myself ever retiring. I want to be financially free by 30. At that point, I can spend my time really making an impact in the world. Even more so than now.
How would you define your personal values?
Do unto others as you would have them do to you. Stick to that and you can’t go too far wrong.
What is your greatest achievement outside of work?
Running a Gin & Spirits festival for 500 people… with a team of 1 (Me)! It started as a joke and as soon as somebody thought I couldn’t make it work, it spurred me on to run the whole show. Pleased to see it worked and it was one of the best experiences I have had.
What is the greatest book you have ever read that helped you in your career?
I’m a terrible reader. I read a few chapters and then stop. But I LOVE Factfulness…it’s a very insightful book.
What is your most valuable asset of being a NextGen Planners member?
Having a community of like-minded individuals!