I have several years’ experience supporting Independent Financial Advisers, delivering end-to-end client servicing, report preparation, and the management of investment and pension cases from initiation through to completion.
In my role at BPI, I am responsible for producing high-quality suitability reports, liaising with providers and platforms, processing new business, and managing client queries. I take ownership of cases throughout their lifecycle, ensuring they progress efficiently and in line with regulatory and service standards, while maintaining a high level of accuracy and client care.
Outside of work
In my spare time I enjoy golf, travel, sport, and trying new restaurants.
Spotlight questions
On an ideal weekend, you can find me:
On the golf course, followed by a drink in the clubhouse
My favourite holiday destination is:
Marbella
My favourite song to play in the car is:
“Mr Brightside” – The Killers
The first album I bought was:
“Hot Fuss” – The Killers
If I could be any fictional character, I would be:
James Bond
If I could turn any activity into an Olympic sport, I would win a medal in:
Staying calm in busy situations
When the dessert menu arrives, I’m looking for:
Sticky toffee pudding
The three qualities that draw me to new people are:
Genuine, good sense of humour, easy to talk to
My pet peeve is:
People being late without notice
The best gift I’ve ever received is:
Hospitality tickets to a live sporting event
The three small things that make my day better are:
Clear goals, Positive team energy, Small wins that build momentum
Three things I haven’t done so far include:
Visit New Zealand, Run a marathon, Learn to speak another language fluently
The three people at my dream dinner party would be:
Tom Holland, Elon Musk & Jeremy Clarkson
Qualifications
CFA Level 1
Likes
Golf on a sunny day
A good steak dinner
Travelling to new places
Watching live sport
Strong coffee in the morning
Dislikes
Delayed flights
Poor customer service
Cold, rainy weekends
Slow internet
Road Traffic
We’re proud to say that, as well as being Bourne End’s only VouchedFor Top Rated Firm, all three of our advisers are VouchedFor Top Rated in 2024. VouchedFor is the UK’s leading review website for financial advisers. Every year, VouchedFor publishes its Top Rated Guide to showcase the best financial advisers across the UK. Click the badge below to read more about our advisers’ Top Rated status.
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