Life for me is feeling purpose, meaning and being with my friends and family, eating, drinking, being outside and feeling fit, relaxed and happy. Some of which takes more work than others.
I also love the financial planning world and helping others be the best they can be.
Having co-founded a financial planning business in 2007 (The Red House), which I successfully merged into another firm in 2017 (Paradigm Norton) I understand the highs and lows of running your own business.
I have experience of setting up a financial planning practice, structuring and managing a high performing team, finding new clients, building an excellent client experience, dealing with challenging clients, team members and business partners, buying out a business partner, negotiating the sale of our business and most importantly managing the business transition into Paradigm Norton.
My ongoing work as a Non Executive Director, Financial Wellbeing advocate, podcast host, speaker and fin tech investor gives me a continued understanding of the personal finance world.