I joined Capital in 2018, after working in financial services since 2003. In that time, I have achieved a Diploma in Financial Planning, an Advanced Diploma, and a Certificate in Discretionary Fund Management. I also I have a degree in Psychology, and I am working towards a Diploma in Personal Coaching. At Capital, I support the adviser in all areas of financial planning – including onboarding clients and looking after existing families.I bet you are wondering exactly what an associate is and once you know I have a degree in psychology – how on earth I ended up being one!
Well, I left university newly married and in student debt without a clue what I wanted to do with my life. I walked into a job agency and a large high street bank were recruiting graduates for their stockbroking arm – hence I fell into financial services.
I quickly realised that although the financial services sector is highly technical – and there is no end to how much you can learn – it all boils down to people at the end of the day.
My personal mission is to help everyone I encounter be the best version of themselves that they can be, including clients, colleagues and myself. This doesn’t necessarily mean filling every second of every day with loads of ‘stuff’. Sometimes it means just being fully present in the moment and allowing yourself to remain in touch with your intuition.
An associate typically has a similar level of nerdy qualifications as an adviser, but naturally prefers to work a bit more ‘behind the scenes’ – researching things, writing reports and meeting the ever more demanding requirements of our regulators. However, overarching all of this is the client and the goals they have set in their lives. None of us should be mindlessly storing up financial reserves. Why are we doing it? How much do we need? What does our ideal life look like and how can finances be structured in such a way so as to increase my chances of getting there? This is the stuff that gets me out of bed in the morning.
I have two gorgeous children and two gorgeous dogs who keep me busy in my spare time. I am an avid reader and always have at least two or three books on the go. Heaven for me is sitting on my sofa, reading a good book, with my dogs asleep on my lap. Or walking on the beach or through the woods. Not particularly exciting for some, but it works for me.
Capital Asset Management is an award-winning independent and Chartered Financial Planning and Wealth Management firm based in the City of London.
Capital helps you to discover what you want from life, and designs a personal financial plan and robust investment portfolio to get you there. We guide you every step of the way and keep you on track for the future you deserve.
Simply fill out the form below or phone 020 7398 6600 and we will be in touch.