I’ve spent the past 19 years in the financial services industry, and if there is one thing I’ve learnt, it’s that good financial planning is about far more than numbers, products and investment returns – it’s about people.
Every client has a story. They have worked hard to build what they have, they have families they want to protect, goals they still want to achieve and, sometimes, financial decisions that can feel unnecessarily complicated. My job is to understand that story and help turn it into a clear financial plan that makes sense.
That has always been the way I approach my clients. I want to understand where you are today, what matters to you and where you ultimately want to be. From there, we can bring the different pieces together – whether that involves investments, retirement planning, wealth preservation, risk planning or planning for the next generation.
I’m also a firm believer that you should understand what is happening with your money. I enjoy taking complicated financial concepts and making them simple and practical. If I recommend something, I want my clients to understand not only what we are doing, but why we are doing it.
Over the years, many of my client relationships have developed into long-term relationships, and that is probably the part of this profession I value most. Life changes, families grow, businesses and careers evolve, and financial plans need to evolve with them. I see myself as someone who walks that journey alongside my clients rather than simply being there for a transaction.
Joining Carrick Wealth is an exciting new chapter for me. It allows me to continue offering the personal, relationship-driven service that has always been important to me, while giving my clients access to the broader expertise and wealth-management capabilities of Carrick.
Outside of work, I’m very much a family man and a keen hiker. I enjoy being outdoors and spending time in the mountains whenever the opportunity allows.
After 19 years, I still genuinely enjoy what I do. For me, there is something incredibly rewarding about earning a client’s trust and helping them build, protect and ultimately enjoy the wealth they have worked so hard to create.