When did you start working at Franklyn?
Your current job-title?
Director and Chartered Financial Planner
How did you end up in financial services?
I applied for a job as an admin assistant at Standard Life in my home town of Preston back in 2001 and with no financial services experience they took a chance on me!
What motivates you and drives you to keep going?
The work we do as Wealth Managers impacts our clients lives, so its great to see that through to their retirement and beyond!
Describe your job in three words?
Responsibility, Relationships, Rewarding!
What is the thing you enjoy most about your job and why?
Getting to know my clients and helping them achieve their goals! It’s a great feeling to know you are making a difference to peoples futures!
Is there a piece of advice you would give anyone wanting to become a Wealth Manager?
Just go for it!
Did you have to overcome any challenges along the way of your career path?
Experience only comes with time, and experience is crucial in our career so starting off is the most difficult bit especially if you look young!
What mix of skills, personality traits and values do you find most important for a job like yours?
Honesty and Integrity is paramount, but without a personality you’re in the wrong job!
Looking back, is there anything professionally that you would have done differently?