What’s your role? Chartered Financial Planner.
What do you like best about working at AAB Wealth? The people, the coffee, the clients.
I enjoy working with clients and helping them to realise that they can do the things that they want to do, putting together a plan that will see them tick off their bucket list, retiring earlier than perhaps they had planned, live their desired lifestyle in retirement, helping to leave legacies to their loved ones.
I also like that I played a part the different stages of growth at AAB Wealth. When I first started it was a small part of the firm and has steadily grown over the years and I am proud of the part that I have played in the development.
What’s your favourite destination? Vietnam, a fantastic place with wonderful people.
See also: any golf course.
Which living person do you most admire? Andy Murray – has been through so much in his life, to get to being the best in the world coming from a small town in Scotland is an incredible achievement.