Category: Our team news
I am the Associate Financial Planner and responsible for ensuring that all financial planning is organised and delivered in a compliant way.
My first job was with a London-based firm. I then started getting very interested in the investment advisory side of the business and sat exams which has allowed me to move into a more technical role.
At Clarion, we ensure that our clients’ best interests come first. Our attention to detail, wealth of knowledge and experience is second to none.
The importance of focusing on the detail. Our clients enjoy and expect personalised and intricate attention from our experts.
There were a quite a few ideas! Hairdressing, teaching, charity work and a supermarket cashier – not all at the same time though!
My dad, for his patience, admirable work ethic, generosity, encouragement and continued support.
I’m a keen runner and sometimes jittery legs after a long run can keep me awake at night.
It would be a trip to North Wales with family and friends and managing to squeeze in a nice long run along the beach and some yoga.
All of them! I enjoy the beauty of every season.
If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email [email protected].
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