On an ideal weekend, you can find me:

Spending time with my wife and son, getting outdoors, relaxing in the evening with a good film/box set and great food with a glass of wine or a cold beer.

My favourite holiday destination is:

Hard to name one … Florida and Canada are some highlights.

My favourite song to play in the car is:

Hard to pick just one but I am not afraid to sing along despite an inability to hold any kind of tune.

My proudest moment as a Financial Planner was:

Every time I help clients understand how a financial plan can help achieve a ‘real life’ objective and provide comfort and direction for their future.

The three things I love most about my job are:

Meeting and building relationships with clients. Helping people understand financial products and how they can be used to help achieve a variety of goals. Being part of a professional and supportive community in the profession.

The types of people I most enjoy working with are:

People with a good balance between hard work, enthusiasm, valuing teamwork alongside individual goals and the ability to take pride in our work.