My job is to make sure you are 100% satisfied, all the time.
I served my time in a 17 year ‘financial apprenticeship’ at investment companies including Brown Shipley private bank, Albany Life and Scottish Equitable, before I set up Oaklands Wealth in 2004.
I had served hundreds of advisers and taken mental notes on the service their clients received, or too often didn’t receive.
I thought we could do better. I believed many people wanted more personal, unbiased advice, based on their unique needs and looking to their long term benefit. And I believed we should be judged on results.
So I resolved from Day 1 that clients should be treated as individuals and their investment portfolios should reflect that – and be regularly reviewed. We have never undertaken any business that does not hold us to account year after year.
It makes my day when clients say how well we have understood them as individuals and what difference our advice has made to their lives. That’s when I feel we’ve done a good job.
In my spare time I gravitate towards the countryside either on horseback or my own legs, training for runs so I can keep up with my young daughter who could give Mo Farah a run for his money!
