My role is primarily meeting new people, something I love and I’ve been doing my whole career. Previously, I’ve worked as a relationship manager and chartered wealth manager in the Private Banking sector, and joining Yellowtail marks a change of direction for me.
I enjoy the collaborative and team approach here, which is refreshing, and means our clients benefit from our combined knowledge and experience.
I got into financial services by accident, working in a bank whilst deciding what to do with my future. Twenty years later I’m still here, and still invigorated by some of the great things I get to see and do, and the great people I meet. One of my fondest memories is advising a client to help him realise his lifelong dream of selling his business and retiring early to the sun.
What I offer our clients is solid experience, including a degree in Financial Services. Although my qualifications are generally investment biased, I’m continuing my studies to become a Chartered Financial Planner.
There’s no shortage of good advice but there are two maxims that I aim to live by; to be kind. Always. And integrity matters.