After university I travelled overseas and have worked in the financial services industry for nearly 30 years. I’ve worked at Cambridge Partners for 2 years initially in an adviser support role but have now moved into a compliance role.
Whilst I am a detailed person I like to make compliance as practical and painless as possible.
I really enjoy being part of a supportive and collaborative team.
Catching up with friends, reading (or watching) a good crime thriller, walking, art, architecture and gardening.
Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.
You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.