Helping you take control of your money for life
A racing car driver – I’ve liked cars from the age of 3.
In terms of character I think I am generally very patient. In my experience, all things are difficult before they become easy so I try to remember this in whatever I face.
Helping people become better off than they were before. It’s not necessarily about money – it’s about helping people when they don’t know what options are available, to face a new direction.
I’d like to travel more. Life would become one long adventure holiday! You can’t buy time, but you can enjoy living in the moment.
A sunny day out with my family – preferably on the bikes!
A solar powered iPhone so I’d never be without music.
A footballer. I was obsessed with it when I was young.
“Positive”. I try and look at everything with an optimistic frame of mind.
The satisfaction of creating a plan for someone. Looking at what they have, where they are and what they want to achieve, and bringing all those strands together to create a financial blueprint for them.
I’d love to live in Barcelona and from there, travel the world. I’d want to mix it up a bit and go to Africa on Safari, Asia and to South America.
It would involve spending time with my wife and kids, as well as exercise and a bit of socialising.
Trainers!
A road sweeper! When I was young I used to get a lift from one and it had dual steering, so they let me think I was driving it – great fun!
“Enthusiastic!” I’m passionate about life and all I really need to be happy is something to be enthusiastic about!
Meeting clients and the relationship we build over time with them. Being able to help them pre-retirement then seeing them realise their dreams, achieve their goals while managing their cashflow, is unbeatable.
I’d probably get bored! I enjoy my job and the challenge of learning and continuing to grow my business. But I do love visiting and exploring new places – so the aim would be to balance the two.
A perfect day for me would be one spent on the waves with my wife and our girls enjoying sun, sea, fish and a nice glass of fizz! That or seeing Tottenham win the league!
Some kind of communication tool so I could listen to the football!
I once appeared on TV programme Family Fortunes! Unfortunately, I managed to call the host Les Dennis ‘Des’ and never lived it down!
A bus driver. As a boy I was obsessed with double decker buses!
“Loyal”. Whether from a career perspective for the companies I have worked for or through the personal friendships I have formed over the years, I have always been very loyal.
I particularly enjoy the fact that you meet different people from different walks of life and I love listening to their life stories and experiences. Wherever they’ve been and whatever age they are, they all have an interesting story to tell.
I’d like to travel the world on a series of long-haul city breaks. I’ve been on many holidays but as I get older I realise I’d like to see more of the world and learn more about different cultures.
Enjoying family time with my wife and daughter. I’d also love to see my football team win the league. There is next to no chance of that ever happening so it would be a near perfect day if it did!
Due to my fair skinned complexion, it would need to be a very high factor sun cream!
I met my wife on a blind date!
An archaeologist – I loved dinosaurs and wanted to be Indiana Jones.
“Content”. I came across a quote once that said: “Life doesn’t have to be perfect to be wonderful” and I agree with that. It may not be your ideal world, you may not be driving the dream car you want to drive, but when I look at the here and now, it’s pretty good.
Seeing people fulfil their ambitions – which isn’t what they’re expecting when they come to see a financial adviser!
People walk out of here with a smile on their face because they’re reassured they are able to do what’s important to them, or know what they need to do to get there.
I would probably spend more time on sports and fitness. I currently coach my son’s football team, so I’d love to specialise in youth development and coaching.
Food, drink, family and friends.
A wind up radio – I’d never be without music.
I was once used as a body model for Madame Tussauds!