What’s your role? Chartered Financial Planner. My main role is helping clients to build a financial plan (and stick to it!) so they can live the life they want to lead with confidence. This involves encouraging clients to spend their money on who and what is important to them.
What do you like best about working at AAB Wealth? The clients, the people and the culture. I love the fact that everyone can have a positive impact on the business and contribute to the growth and success of the company. Everyone’s thoughts and ideas are welcomed and often implemented. There is a real sense of being part of a team.
What’s on your bucket list? To go and watch The Masters at Augusta. Playing the course one day would be at the very top of the list!
What’s your favourite destination? New York. I lived there for a year during university and there is no place like it. It has everything. If you’ve ever been you will know.