I spent over 10 years working as a telecoms manager in London before I made the realisation that I wasn’t doing what I loved. I made a career move into the financial industry to follow my passion, and in 2015 I first started as a Senior Personal Banker in NatWest closer to home and family back in Salisbury. I became an adviser in 2018, after taking my Financial Planning Diploma, and joined the Lester Brunt team in 2019.
It's not always easy to quantify the difference you can make to an individual. You don't always see the benefit in real-time - you see the development in stages - but you get to see the journey clients take and where they end up. The best part of the job is seeing this genuine difference and improving the quality of life for clients. Being able to make a positive change whilst meeting lots of diverse people, from a complete range of backgrounds and just playing a part in helping them and making that difference is really important to me.
I have a short-term goal to keep taking new qualifications and expanding my expertise. I've just started my level six qualification, my route to becoming chartered, so I've got to start reading through the material, which should be interesting.