I’ve been in the financial services sector since 1999, working for the likes of Pearl Insurance, Bradford and Bingley, Lloyds TSB and Aviva. After 14 years working for large corporations, I relished the opportunity to join Herbert & Webster to offer clients unrestricted financial advice on a personal level.
Meeting clients and helping them make sense of their financial situation and understand their objectives are usually more achievable than they first thought. I find that is empowering for both clients and I.
Giving clients all the information so they can be confident they’re making the right decisions to secure their financial future is the best part of my job.
Family life with three children keeps me busy as does my role as chairman of Banbury Tennis Club. I do find time to play competitive tennis in the summer and table tennis in the winter; and I’m persevering with Golf which is very much a work in progress!