I work in close partnership with my clients. Together we build a financial roadmap that expresses your financial goals in terms of the things that really matter to you, your most important goals and your deepest held values. It’s a powerful process that gives you the space to think about how your life goals translate into financial priorities.
I think the most important thing is to listen. Most people are too busy trying to get their own message across and don’t listen to what the client is saying. I tailor the level of detail that I provide to the preferences of each client. I won’t bother them with the detail unless they want to know it. What I really enjoy is focusing on people’s goals – the bigger picture. Rather than drowning clients in data and reports, I talk to them about how close they are to achieving their objectives, whether that is stopping work, buying a holiday home or helping their children with a start in life.
It’s also important to help clients manage their often complicated financial worlds with multiple professional advisors. My team and I will work with these advisors – lawyers, accountants, investment managers – to help our clients simplify the network of their financial relationships. By asking the right questions and getting people to work together, we can free the client to concentrate on the things that really matter to them.
I am a Chartered Financial Planner and Fellow of the Personal Finance Society, and have the award in Long Term Care. Beyond work, I am a dad to university age daughters and a husband to my artist wife. I enjoy classic car road trips.