I have been involved in the financial services profession since 1980 in a number of sales, compliance, training and managerial roles.
The profession provides variety, the opportunity to meet like-minded people and offers a great deal of personal satisfaction in helping people meet their goals. I always aim to treat people as I would like to be treated myself and am fully committed to open and honest discussions. My mantra is “Do the simple things. Do them well. Do them now” (Apparently this is a Sir Matt Busby quote).
As the Compliance and Training Director of Financial Associates, I believe that my role is to ensure that our advisers are fully qualified and maintain their professional development whilst always ensuring the best client outcome is achieved every time we meet with a new or existing client.
You are now departing from the regulatory site of Financial Associates. Neither Financial Associates nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.