When did you join Ovation?
9th November 2009
What makes you cry?
Bad TV like Eastenders and Big Brother
Managing Director & Financial Planner
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.