LIVES
Kingston upon Thames, Greater London
FAMILY
Married, with one daughter and two rescue cats
STARTED AT JM FINN
2016
HOBBIES AND PASTIMES
Attempting running, cycling and swimming challenges, and training for such challenges
NEXT CHALLENGE
Snowdonia Marathon Eryri in October 2024
ALL TIME FAVOURITE FILM
Willy Wonka & the Chocolate Factory
CURRENT FAVOURITE FICTIONAL CHARACTER
Rumpole of the Bailey
CURRENT FAVOURITE TV SHOW
The Traitors
Please could you tell us about the Wealth Planning team and how they work in tandem with the Investment Managers to support clients?
The Wealth Planning team aims to provide clients of our Investment Management service with assistance in making important financial decisions. JM Finn’s Wealth Planners are highly qualified Chartered Financial Planners with experience in helping clients structure their wealth, with a view to preserving it, building it, or transferring it to loved ones.
What have been the standout highlights of your career at JM Finn?
Helping the Wealth Planning team grow from three members to eleven since inception, acting as Deputy Head of Wealth Planning, achieving Fellowship in my profession, and receiving a mention in Charles Beck’s book about JM Finn: ‘The second J. M. Finn & Co.’
What does the Wealth Planning team hope to achieve in 2024?
The team hopes to continue providing a high-quality service to clients, by maintaining and enhancing our knowledge through continuing professional development and by team members undertaking professional examinations.
Excitingly, we are also in the process of growing the team by recruiting two new Wealth Planners. We look forward to introducing new team members to colleagues and clients from Q2 onwards.
What does a typical working day look like for you?
My alarm goes off at 6am. I usually cycle to the office to counteract a day of sedentary office work, and it’s a convenient way to fit in some training. I’m at my desk by 8am, after showering and changing in the office.
I’ll spend the first 30 minutes planning my day, eating breakfast and chatting to colleagues. I normally have a client meeting either in the morning, afternoon or both. Between meetings, you’ll most likely find me either typing an email, prepping for meetings, reviewing reports, speaking to someone on the phone, at a colleague’s desk discussing an enquiry, eating a sandwich at my desk, enjoying a tea/coffee break, reading some study material, or wondering where the day has gone as it’s 5pm and I need to cycle home.
My preference is to be in the office as I enjoy interacting with colleagues and clients in person, although I do work from home at least one day a week. This gives me a less hectic ‘catch-up’ day, and is a much needed change of pace for a busy working week.
