I joined Grant Thornton more than 20 years ago and have seen some huge changes within the financial services sector. I have been fortunate to work with some incredibly talented people in a professional environment and have watched the sector grow and become more professional and align with professional organisations.
One common thread that has bound my career together is working with some great clients and great people to help them achieve the things they want to achieve throughout their lives. As someone once said to me "no-one wants money, what they want is what the money allows them to do". It's only by spending time with my clients and really understanding what's important to them, that I'm able to provide advice and insights into how they can structure and manage their wealth to ensure that money lets them achieve what is important to them.
As regional head for the wealth advisory teams in Southampton, Cardiff, Thames Valley, Oxford and Reading. I work with my team to ensure that our clients' needs are met and that we deliver an outstanding client service. I am fortunate to work with talented individuals who drive our service offering and look to exceed expectations.
When I am not at work I like to spend time out on the Solent on my RIB, either with friends or sometimes alone just feeling the rush of the wind and the speed as you skip across the top of the waves. I enjoy keeping fit and tend to exercise most days, and I'm committed to playing badminton a couple of times each week.
- CFP (Certified Financial Planner)