Professionally
49 years of working in financial services, the last 11 specifically working with financial planners.
Helping financial planners maintain and develop their competence in providing excellent advice to clients.
As an observer alongside financial planners.
Personally
Married with 1 daughter who works for the NHS.
Basic DIY projects i.e. decorating, gardening and general maintenance.
Walking, cycling and riding rollercoasters.
Likes
- Laughter
- Simple food
- T shirt and shorts weather
- Time with daughter
- Planning a trip
Dislikes
- Impatience
- Poor car parking skills
- Automatic service charge on a bill
- Mobile phones glued to hands and eyes
- Misleading comments
Ready to start your journey?
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