Before starting at HDA, I spent two years working in an Investment Review team, managing purely the investment funds/assets split. I became a member of the HDA team in March 2021.
On a day to day basis, I produce suitability reviews and reports, focusing mainly on pensions. I also contact clients to confirm income, transfer and contribution amounts.
I consider myself very sociable and believe there is no greater pleasure in life than a pint in the sunshine with your friends.
When time allows, I also enjoy motorbike racing, as well as playing tennis and golf.