Biography
I joined the Financial Services sector back in 1999 as a summer job once I had completed my degree and stayed until 2002. I broke from the financial world for a while until I joined Andrews Gwynne in 2005 where I have been ever since, taking on a plethora of duties along the way. In April 2023, Andrews Gwynne became part of IM Asset Management, which provided me with my challenging new role.
Key Highlights
-
Assisting with the transfer of clients from Andrews Gwynne to IM Asset Management
- Contributing to the planning and rollout of the new MyIMHub online portal
What is the most rewarding aspect of your role?
The most rewarding aspects of parts of my job are speaking with and helping our clients with anything from paperwork to engaging with technology. Being involved in technology development and implementation is extremely interesting and incredibly satisfying.
What do you do away from the office?
Away from the office I have a family that keeps me busy but when my time is my own, I enjoy relaxing, reading, and dining out with friends.
What inspired you to get into financial services?
It wasn't intentional!
