How would you describe your role within AEON?
I work within the paraplanning team at AEON. My main duties involve preparing files for client reviews, researching funds and products and generally maintaining client’s records.
What qualifications do you hold?
I have a BA(Hons) in Economics and Policy, MSc. In the Economics of Money, Banking & Finance & Diploma in Financial Planning.
What is the most valuable piece of advice you have been given?
“Don’t get caught up with what other people are doing. Being a contrarian isn’t the key but being a crowd follower isn’t either. You need to detach yourself emotionally.”
What interests do you have?
I am a self-professed cricket know-it-all and believe my Yorkshire and England call up are long overdue. I enjoy spending family time with my wife, children and pooch
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?
Any holiday to Italy with family. One particular funny / chaotic trip to Rimini with my Grandparents and Cousins. Mustn’t forget to mention by honeymoon to Sorrento
Anything by Simon Beckett or Greg Iles.
Jason Bourne and James Bond films.