What is your job role?Financial Planning Assistant
Do you have any hidden talents or hobbies?My party trick is the moonwalk, so I’ll say that. As for hobbies, football (watching) and running (trying) are my go to.
Are you a morning person or a night owl?Night owl, definitely. You’re lucky to find me with my eyes open before 11am on a weekend.
What is your favourite band and why?Has to be ABBA. If Gimme, Gimme, Gimme doesn’t get you in the mood, what will?
Which famous figure would you most like to meet and why?I’ll have to say Christopher Lee. An actor in my favourite films (Lord of the Rings) and also being an inspiration behind the character James Bond. It would be absolutely fascinating listening to the hundreds of stories he would have from his time in the war to his acting career.
What’s your idea of a perfect day?Waking up just before midday with a full English breakfast, taking the dogs out for a walk with the sun shining. Then sitting in the garden with some friends waiting for Arsenal to put 6 past Tottenham. Follow that up with a BBQ and some beers and I’d say you have the perfect day.
What do you enjoy most about your job?Attending client meetings. It’s been great being able to see who it is you’re helping and getting to know clients on a personal level. It’s nice to have a face to the name on the report!
What do you find challenging about your work?Not challenging per se, but being new to paraplanning there are a lot of new processes to learn, and following the financial planning journey from the first contact to the implementation stage is a new experience.