In my previous role at a national financial planning firm, Equilibrium was regarded as one of the most progressive, forward-thinking wealth management firms in the country. So when the opportunity to join came up, I jumped at the chance. Since I joined, the most pleasing aspect has been the friendliness of staff, and the fact that it’s clear everyone loves working here.

My role gives me plenty of opportunity to personally deal with clients, with an emphasis on my favourite part of the advice process – investment. I have a broad range of experience in financial services in both advisor and support roles, and I pride myself on providing the highest possible level of service to clients and being able to put complex situations into terms clients can relate to.

I often find the smallest things can make the biggest difference. For example, in a previous role an elderly lady had a particularly complex income structure from her investment portfolio. When I first spoke to her it was clear she was frustrated at not being able to fully understand when and where her income payments were coming from. We had a conversation and I produced a personalised schedule detailing where and when payments would be made and how much she might expect to receive. We went on to have a great relationship and she gradually moved her entire portfolio to us, in addition to recommending us to family members.

Outside work, when I get a few minutes off from DIY, I enjoy keeping fit, playing football and travelling.