What do you enjoy most about wealth management?
I really enjoy helping people achieve their goals, and the real impact we can make on our clients’ lives. As a career, wealth management is so varied, and no two days are the same.
What’s the biggest challenge?
The biggest challenge is that personal finances can be daunting to people, so encouraging people to think about their financial futures can be a challenging task but I love this challenge!
What do you love most about being part of Capital Partners?
Being part of such a collaborative, driven, motivated and focused team really encourages me to grow every day.
What quality of yours makes you suited to what you do?
I have a passion for helping people, and I’m very organised and ambitious. I have a very positive outlook and find it so rewarding to see clients achieving their goals.
How should people think about their wealth?
A good financial strategy should take worry away and be the foundation which allows you to enjoy your life and achieve your goals.
What do you love to do outside of work?
Outside of work I love to spend time with my friends and family, keep active and travel. I love practising yoga, going horse-riding, and try and spend as much time at the beach as possible!
What does your ideal holiday look like?
Somewhere sunny and warm with plenty to explore, lots of good food to eat and a vibrant culture to experience.