Professionally, I am passionate about helping clients, not only by creating a bespoke financial plan but to help them to understand what is important to them before the plan is created. When you start working with clients it is surprising how many will not have thought about or discussed certain areas of their future, and our conversations are important to bring that aspect to life.
Personally, I like to understand what makes people do the things they do. If I had the time I think I would do a degree in Psychology, I find people fascinating.
I hate seeing things go to waste, whether it’s leftover food, clothes or children’s toys. This definitely comes down to my mum and recycling the gift wrapping paper, ignoring best before dates and attending the local car boot. Given the current issues around waste, this was not a bad habit to have adopted. The thought of things going to landfills when they are still perfectly edible, wearable and usable is quite frightening to me.
It’ll sound scripted, but it is joining Investec. I have worked in many financial services firms, big and small but I do feel that Investec shares my values professionally and personally.