I have spent the last 9 years working in the Financial Sector and I have discovered that I am a bit of a geek!
I have been working with GQ Wealth Management since October 2015. My role within the GQ Wealth team is to carry out the research on our clients’ pensions and investments and to help navigate our way through the complexities of the ever changing pension simplification rules!
I love being immersed in pensions and investments and enjoy working as part of a team on our clients planning needs and knowing that we all strive to offer the best service to our clients. I have achieved my Level 4 Diploma in Regulated Financial Planning and I am currently working towards my Chartered Qualification.
When I am not in the office I am most likely to be found at home with my partner Adrian, step-daughter Tilly, 6 dogs, 4 chickens, 3 ducks and 18 Angora goats, and yes, we do live on a farm!
I have worked in the financial services industry for way too many years that I want to admit to!
I am one of those strange people that love administration, organising and keeping the team in check! I have a strong commitment to Customer Services and feel that efficient administration is an important part of the client’s process with the company and advisers.
The 12 years previous to me starting at GQ Wealth Management were spent working in London for a consultancy company as a senior benefits administrator. After being made redundant form my last post I opted to work closer to home with a more intimate company.
I joined GQ Wealth Management in June 2015, I started off as a PA/Administrator to Leigh and have since progressed to Practice Manager. My role is to ensure that the office runs smoothly and that we keep to timeframes and we meet compliance standards that we are governed by. Most importantly my role is to ensure our clients are happy and kept informed.
When I’m not in the office I can be found either walking my dog Kizzy, running with Harlow Running club or spending time with my family, friends and godchildren. I like to travel and have been very lucky in the places I have visited but have many more countries on my bucket list.
I joined St James’s Place Wealth Management in 1994, having initially worked for Hill Samuel Financial Services after arriving in the UK from South Africa in 1990.
Whilst in South Africa I spent several years as Chairman of the Wits Business School Association. I worked for the Natie Kirch Group of Companies for 14 years (which included 3 years in New York) and also spent some time with both Standard Bank and the SA Perm.
I pride myself on my willingness to meet my clients personally without any obligation in order to identify the primary areas where their financial situation could be significantly improved. I focus on the investment and protection needs of my client.
I am very successful in addressing the financial requirement of foreign nationals, and particularly South Africans, living and working in the UK.
I am the Founder and Tournament Director of the annual Nedbank South African Golf Day, now in its 19th year. It has grown to become the largest golf event of its kind in Europe with the primary aim of raising funds for children in South Africa. Almost 400 golfers play each year with 650 attending the Celebrity Gala Dinner in the evening.
I was born and brought up in North London, during my youth I developed a passion for the countryside and, simply vowed that one day I would exchange my view of chimney pots for views of trees and fields. As I really did not want to "work for someone" I began this quest, whilst training as an accountant, by aiming one day to be my own boss.
I believe that I achieved this aim by building my own financial services Practice which has now merged into GQ Wealth Management Ltd. Also, I am now fortunate to live in the countryside alongside a large farm in North Essex with my wife and our ever-expanding extended family.
My career has spanned four decades having previously trained in accountancy with Thornton Baker. I also spent many years in senior financial sales management. Eventually, in 1992, I became a Partner at St. James's Place which allowed me to build my own (totally introduced) client Practice of executive, professional, corporate and retired people. These included various Company Executives, Solicitors, Accountants, Forex Dealers, IT specialists, Hoteliers, Entrepreneurs, Real Estate Developers, TV Game Show Winners, Lottery Winners and Classical Musicians. As a Fellow of the former Life Insurance Association, now the Personal Finance Society, I served on its Ethics Committee.
I have been with GQ Wealth Management for nearly four years now.
I have worked in the Financial Services Industry for most of my working life which is over 40 years, including the City of London and the West End. I now work locally which is great for me as I have three children living at home although they are now young adults
I work within the team as a business administrator. I enjoy the variety of skills and jobs that this role entails and feel that my work is of importance in helping the team run as smoothly and efficiently as possible.
I enjoy the challenges that each day brings and work hard to achieve them.
In my spare time I enjoy doing yoga, crosswords and love the theatre and cinema.