Prior to joining the financial services industry, I ran a successful business consulting firm in the Middle East providing management consulting services to start-ups and established businesses. The latter five years in this role was spent setting up and helping to run investment based companies.
Upon returning to the UK in 2010 I immediately set up my own IFA firm. As well as starting a business from scratch I set about qualifying for Chartered Status, a qualification held by a small percentage of advisers. Having attained Chartered Status I then went on to attain Fellowship of the Personal Finance Society, the highest qualification awarded by the CII. Not satisfied with Fellowship status, I have implemented elements of Life and Financial Coaching into my advice process to further improve the outcome for my clients.
As a keen investor myself I understand the need to combine integrated financial advice with this much less tangible subject of life planning.
When not at work, I like to take on personal challenges, travel and cook. Helping others is also important to me and I do support well run charities, especially those involving animals, disabled children and sport.