Tell us about how you became a Financial Adviser
When I left university, I joined St. James’s Place Wealth Management as a paraplanner. I quickly came to realise that advising clients and helping them achieve their goals is an incredibly interesting, rewarding, and varied role. I became a financial planner at St. James’s Place and to ensure that I provide clients with the best outcomes I can going forward, I have now joined Bowmore Financial Planning. I feel that Bowmore aligns perfectly with my ethos of recognising that all clients are different and that we need to find the bespoke solution for them.
How do you measure success for clients that you work with?
For me success with clients is rather simple to judge. Are they in control of their decisions and are they able to be financially independent, in whatever way that means to them?
What is the most rewarding part of your job?
The most rewarding part of being a financial planner is seeing the work you have done come to fruition and the difference it has made. This can be when clients reach retirement, having hit their financial independence objectives or if something unexpected happens and our planning allows clients to get through that difficult moment.
What attracted you to Bowmore?
I was attracted to Bowmore due to the dedicated people that work here and their belief in providing holistic advice that is tailored to meet each individuals needs. Also, I feel that the link between Asset Management and Financial Planning at Bowmore is a point of difference in ensuring the quality of client outcomes.
Do you have any advice for someone starting out within the industry?
To anyone starting out, I would say that the number one thing is to remember that we have two ears and one mouth for a reason. The most important thing is to understand the client and what matters to them.