Tell us about how you contribute to the success of Carrick Wealth as an organisation. This can include your role, the team you work with, and the impact you have.
Being a private wealth manager is a very fulfilling role. I get to meet different individuals nearly every day, who I help make good financial decisions by providing them with the best information available. Working with a group of very talented people means that we are constantly learning from each other and together delivering the best service for our clients.
What is the best part about your job?
Knowing that a client has made a decision that will undoubtedly make their life better because of the advice I provided.
Tell us about your personal and professional growth while working at Carrick.
The biggest change I have seen is in the way I sell my thoughts and ideas.
What is a typical day at work like for you?
My day starts way too early for my liking, I try to get in some morning exercise before heading into the office. I like to start my workday by reading up on current affairs articles and market commentary over a cup of tea. Then I plan my day and start meeting with clients to provide financial planning advice. At the end of the day, I get through some admin work, reflect on the day’s activities and plan for tomorrow.