What do you enjoy most about wealth management?
It’s an exciting environment to work in, ever changing and always interesting.
What’s the biggest challenge?
Never enough hours in the day or days in the week, our office is always moving forward.
What do you love most about being part of Capital Partners?
Being part of a team of great people who are passionate about making a difference to their clients’ lives. Our clients all receive personalised attention suited only to them.
What quality of yours makes you suited to what you do?
I’m a carer and strive to be organised and helpful in keeping our office environment and staff happy, and everything working smoothly.
How should people think about their wealth?
Get the best advice available to them but enjoy life ahead of enjoying wealth.
What do you love to do outside of work?
Quality time with my family & friends. Our 2 children are both adults now who now have their own homes and I miss them!
What does your ideal holiday look like?
So many great holiday memories, but if I had to choose one – Christmas in Breckenridge, Colorado or Zermatt Switzerland – with close family friends and our children! Lots of Snow, Carollers, Mulled wine, Christmas Markets , such special times.