Biography
I am a Financial Adviser with Irwin Mitchell Asset Management.
My main responsibilities are speaking to our clients to ensure that their financial plans are still in line to achieve their aims and objectives. I also work closely with Irwin Mitchells Court of Protection solicitors, looking after their clients investments and giving financial advice when required.
What inspired you to get into financial services?
Financial Services was never my intention when I was younger, I used to work in the Chemical Industry! I was made redundant and just fancied a change so applied for an advisory role with a Stockbroker which I got. That was the start of my Financial Services career over 20 years ago.
What is the most rewarding aspect of your role?
Definitely getting to know our clients and building relationships with them. We have some very inspirational and unique clients that we look after and it's lovely to be a part of their journey. It's really satisfying knowing that we make such a difference to their day to day lives.
What do you do away from the office?
I love horses and anything to do with horses! I have owned a horse of my own since I was 12 years old and ride whenever I can. I can confirm that they eat all of your money!
I also enjoy going to the gym lifting weights and running which I try to do as often as I can (when I'm not on the horse).
I love going on holiday with my family, Portugal is my favourite and we go every year to Vilamoura.