When did you join Ovation?
What makes you cry?
A film titled “Brothers” about a young man who comforts his older brother's wife and children after he goes missing in Afghanistan.
What was the first record you bought?
Jimmy Eat World – In The Middle
Who would you most like to have for dinner?
What makes you laugh?
One thing you would like to do before you die?
Go Heli-Skiing in British Columbia, Canada
After graduating in 2015, I relocated to the Wiltshire countryside to begin my career working for a small financial planning company. Having initially joined as a trainee administrator, I was fortunate to have the opportunity to progress into a more technical, research based role.
I realised very early on that I enjoyed helping clients make the most of their money, but always felt a little bit out of place with the wider industry (far too young and fresh faced). That’s where Ovation came in. After meeting Tom and Chris at a ‘NextGen Financial Planning’ workshop, I immediately knew that this was where I should be. The team at Ovation are a mixture of thoughtful and insightful individuals who care deeply about their clients and are committed to delivering a truly exceptional service.
When not at work, I can either be found cycling along the canals in Bradford-on-Avon, or sitting in front of the fire with a good book.