Since joining United Advisers Group, I’ve moved from being a Client Relationship Manager to Financial Planner and, along with Director David Cooper, launched UAG’s Lifestyle Planning Service. I get real satisfaction from helping clients make better decisions by asking questions that are often difficult to ask. I like meeting clients in person, whether they’re in Madrid, Luxembourg or Geneva, helping them to improve their financial plans and giving them peace of mind about their future. It’s fulfilling to watch the reactions clients have when they can actually visualise their financial future.
From personal experience, I know how important it is to have robust financial plans should the unexpected happen. In 2019, I had a serious skiing accident and was unable to work for months. My financial advisory experience meant I was better prepared than most, but it was still a valuable reminder to always be prepared for a sudden change in circumstances!
When I’m not working, you will find me spending time out in nature. Although adventure often calls, my favourite place is with my family on a beautiful beach, accompanied by snorkelling in a warm ocean.