After leaving Wolverhampton University I have well over a decade’s worth of experience in the finance sector, after joining Lloyds Banking Group back in 2006. Two years later I was the Financial Advisor and then soon progressed/diversified to Wealth Manager.
In 2013, I started working with Wes, really enjoyed it, and I’m still here enjoying it! I’m Level 4 Diploma and CeFA and DpFA qualified and see staff development as one of IronMarket’s key strengths. It’s a company that not only has a great deal of expertise, but it’s a company that’s moving forward and growing, too.
In very simple terms, my role is to help people realise their dreams by looking after them. I do that by building positive relationships with our clients and in return our clients really do commit to their journey with us.
It gives me huge professional and personal satisfaction to see people realising their financial goals.
The way in which we work; we have honesty, integrity, transparency, and will always develop propositions that are entirely client-centric.
I love spending time with my family and dogs. I have a one year old boy, Kris, who really keeps us on our toes. I also love playing golf – as do a few others at IronMarket – and also really enjoy learning about other cultures and religions through my love of travelling. Bombay is a place that is really dear to me – I love its diversity and fusion of cultures. It’s a total bombardment of the senses.
American business magnate Warren Buffett, Tiger Woods, the Dalai Lama, Pope Francis, and our dogs – running around the table!
I won’t lie – watching my young boy grow into an honest, decent, compassionate respectful human being is my dream.