I am very excited to be part of the Lifetime team. Having worked in banking most of my working life, I have been really lucky to work alongside some of the most professional and successful advisers in the industry and share in their passion for delivering advice to enrich and protect our clients' lives. I am most passionate about empowering my clients to engage with their finances and achieve their financial goals.
My Three Golden Rules
- Save.
- Invest.
- Protect.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.