When did you join Ovation?
9th November 2009
What makes you cry?
Bad TV like Eastenders and Big Brother
What was the first record you bought?
LEGEND by Bob Marley and the Wailers
Who would you most like to have for dinner?
Seve Ballesteros, Eva Longoria, Stephen Fry and Bugs Bunny
What makes you laugh?
One thing you would like to do before you die?
Play a game of golf at Augusta!
Financial Planning Director
With a great degree in mathematics and three fantastic years in Bristol behind me, I was reluctant to return to my native Surrey after my Bristol Uni days came, all too soon, to an end. So I did what any resourceful Bristol student would do; found a job in a bar to pay the rent so I could stay in Bristol, quite simply because I enjoyed the city.
At that (looking back) young age, I wasn’t quite so sure what I wanted to do, but an offer from Bass Taverns to run one of their pubs seemed as good as anything, so I rolled up my sleeves and got stuck in, two pubs and many late nights later I realised that this was probably not a long term option. Once again fate stepped in as one evening a regular customer mentioned a trainee position at Sedgwick Noble Lowndes; that was 1998, several years, five company takeovers and a clutch of qualifications later I was poached and spent 18 months at Barclays Private Bank.
From there, I took a highly energised and much wanted step across to Ovation and the world of truly independent financial planning, where I finally felt I had ‘come home’. Meeting Chris crystallised the thoughts of what advice should be about and this was emphasised in our similar approach to financial planning: understanding what a client would like to be able to do with their money, advising and helping them plan their finances to fulfil these aims.
Working here is such a pleasure. The team is an eclectic mix of delightful, funny and unconventional people – which is probably why I feel at home. I think we do provide and will continue to improve our exceptional service. Out of work I play golf and ….( pause to think about what else I do) no, that’s it – I play golf come rain or shine, although you wouldn’t think it looking at my handicap which has just (deservedly) gone up to 5 and I’m gutted. I grudgingly accept I can’t be on the golf course all the time outside of working hours, so I also spend time renovating my newly acquired but not so new 160 year old cottage and that has become a bit of a passion too.