How would you describe your role within AEON?
I work alongside AEON advisers, Garry, Simon and Tony, researching investment, pension and protection contracts, undertaking fund analysis and preparing reports and recommendation letters for both new and existing clients.
What qualifications do you hold?
Business & Economics BA (Hons). Studying towards CII Diploma in Regulated Financial Planning (DipPFS).
What is the most valuable piece of advice you have been given?
Always borrow money from pessimists – they don’t expect it back!
What interests do you have?
Mixed Martial Arts, Brazilian Jiu-Jitsu, Boxing and Houseplants.
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Travelling around Laos, Thailand, Vietnam and Cambodia.
Non-fiction: ‘How to Win Friends & Influence People’ by Dale Carnegie and Fiction: ‘Ready Player One’ – by Ernest Cline.
Don’t have one but like playing cards – mainly Poker.
Stepbrothers, Gladiator or Braveheart.
Mixed Martial Arts
Liverpool Football Club