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My background is in management consulting and corporate IT, but I’ve always had a strong interest in personal finances. I was lucky enough to receive some great, practical financial guidance very early on which led me to start saving and investing in a pension immediately. Over the years I have looked for opportunities to share what I know with colleagues and friends, and am enjoying continuing to do so with Octopus Money.
My personal financial management style is to make a good plan and stick to it, only invest in things I understand, and have a clear understanding of where our money goes. Although I look after a lot of the finances, having a shared budget together with my wife has been genuinely liberating. We make joint decisions on how we prioritise outgoings, while also having our own money to spend.
I see financial coaching sessions as valuable, dedicated time for my clients to focus on themselves and their most important goals in life. I help them work out what they need to know, and what they need to do, to achieve them. Money is often just a part of the picture, and I believe it’s crucial to factor in clients’ personal circumstances and preferences.
When I’m not working, you’ll usually find me paddleboarding, taking long walks in the countryside, or training for ultramarathons with my wife.
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