I’m an Associate Financial Planner. It’s an extremely varied role with the development and execution of our clients’ financial plans being at its centre.
Having finished my degree, I accepted a role on a graduate development programme for aspiring Financial Planners. Financial Planning appealed to me as it would allow me to develop my knowledge in order to help clients reach their goals.
A genuine focus on our clients’ aspirations. Throughout Clarion, there is a culture of implementing true lifelong financial planning which can only be achieved with an in-depth knowledge of our clients and their goals.
It’s all about the detail. The finer points of a client’s financial plan often matter as much to them as the bigger picture goals – it all comes back to understanding what is important to our clients.
A Fireman – didn’t every young boy?!
It’s a bit of a cliché, but my family. They have shown me constant support and the value of hard work.
Usually either my one-year old daughter crying or if she’s not crying, me worrying that she’s stopped breathing!
A lie in (never happens) and watching my beloved Bolton Wanderers win (definitely never happens!)
Summer. No question.
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 firstname.lastname@example.org.