I started my Financial Services career with a national insurance company in 1987, where I worked for ten years before leaving to join Metcalf Moat. I knew and respected the team at Metcalf Moat, and wanted to be able to offer clients independent advice.
While I worked for the insurance company, I was only able to offer their products to address a client’s needs. When considering the whole market, that plan may not have been the most suitable in terms of what it offered the client. Independence means I can now research the whole of the market before making a recommendation.
My main objective is to fully understand a client’s current financial situation and needs. They may simply be wishing to review existing arrangements, or seeking a solution to a financial matter that is causing them concern. Once I feel confident that I understand my client’s situation, I am then in a position to research the whole market, before offering advice, and, a recommendation of the solution, or solutions, which I believe are the most suitable to meet their needs.
I joined one of the UK’s best known and largest life, investment and pension companies back in the mid 1990’s. My initial role was to provide administrative support to independent financial advisers. This role led to my promotion as a Telephone Account Manager, and eventually Regional Account Manager, where I was responsible for some of the largest and well known providers of financial advice in the UK.
For a number of years, I continued in this role, supporting independent financial advisers in the preparation and delivery of advice to their clients. The experience gained from working with them instilled me with the confidence to make the natural progression to becoming an independent financial adviser.
After several years of establishing myself within Metcalf Moat, I was delighted to be invited to become a Director of the company. Collectively, we now strive to meet our key objectives, one of which it to ensure our clients fully understand what is being recommended as we believe this builds their trust in our ability to look after their needs. With trust in place, it is our belief that a good working relationship can be formed for the journey through their working life and into retirement and on to succession planning.
I have been involved with the Financial Services profession for over 35 years and launched Metcalf Moat in 1989. During that time I have had the privilege of being entrusted with the financial welfare of hundreds of clients, a duty I have never taken lightly.
In January 2012, I made the decision to step back from front-line advising in order to concentrate on managing the Metcalf Moat Risk Rated Portfolios that I was instrumental in creating several years ago. They are proving and continue to be a growing and successful part of the business.
Having always had a keen interest in Economics and Investment, I am enjoying closely monitoring and reviewing fund performance within the Portfolios and enabling any appropriate changes.
With the advising responsibility at Metcalf Moat now with John Riley and Lee Taylor, my new role as Portfolio Director means I continue to play a part in the energetic Metcalf Moat team.