What inspired you to work in the world of investments? 

I’ve worked in financial services for the whole of my career, starting off in private banking and credit, and moving to investment advice about 12 years ago.  For me, it was a natural development, following a change of organisation, and I found I enjoyed the investment side of things more and was fortunate enough to be able to develop this part of my career.

What is it that gets you out of bed in the morning?

A strong coffee!

What would you tell your 21-year old self?  

Stop worrying and just enjoy it.  (I’d tell the 40-something me the same thing!)

What is the most common question you get asked? 

Is now a good time to invest?

What is your favourite source of entertainment? 

Anything live. Live music, theatre, opera, comedy. I cannot wait to be able to get back to live entertainment.

What qualities do you believe make a good adviser? 

Empathy and an ability to really listen – we have two ears and one mouth and should use them proportionately.  Also, when listening to someone, listen to understand, not to respond. All too often we are formulating our response rather than concentrating on what’s being said to us. Of course, honesty and integrity are absolutely key.  It’s not enough to say you have these qualities, you have to demonstrate them.  For me, honesty is telling the truth, keeping your promises, admitting your mistakes and being someone on whom others can rely.  Integrity is what we do that no one else sees.

What are you most looking forward to doing when all Covid restrictions are lifted?

Personally, hugging the people I love and spending time with friends and family.  Professionally, real, face to face meetings.  Whilst technology is amazing and has enabled us to achieve so many things, I don’t think you can beat meeting in person from time to time.

What is the most important piece of advice you can give to those contemplating investing? 

Find an adviser you like and trust.  You need to find an adviser with whom you enjoy dealing.  Meetings should be an enjoyable experience, not something your dread!  Ask them as many questions as you can, until you feel comfortable that you really understand what you are doing.  If you don’t understand, ask more questions; don’t do what’s being suggested, or find another adviser.  If there is anything you don’t understand, that is your adviser’s failing, not yours!

Who is your hero, and why?

I admire Michelle Obama greatly.  Her dignity and strength are incredible.  She never seems to be afraid to demonstrate how she feels and always stands up for what she believes in.  I find her humanity inspirational.

If you were a car, what would you be? 

A VW Beetle.  A bit quirky, a bit fun but ultimately, reliable.

Finally, what do you think sets Church House apart from the competition? 

Church House “feels” different to other firms.  I think that being privately owned is a great strength.  We are not under pressure from outside shareholders looking for a fast return, so are able to take the time to build a solid business centred on our clients.  We are able to seek genuine solutions for our clients, rather than simply offering a one size fits all approach.  It also gives us the luxury of time to get to know our clients and professional contacts, which is a great strength. The second thing that sets us apart is our people.  At all levels, Church House has great people.  People who care about each other, about our clients, about the business, about doing the right thing, doing a good job.