Joined DM January 25th 2021 – I am one promotion away from achieving the prestigious title of being an Associate Consultant and have enjoyed my tenure at DM immensely. I work with clients helping them to establish clarity regarding their Will instruction, Trust and Estate planning and where in essence, I advise them how to best protect their assets and preserve them for their next generation including using protection insurances. My mantra is, “to put my clients in a better position than they were before they met me”.
I have previously been involved within the financial services sector for some 20 plus years, working with huge blue chip, house hold names such as HSBC and BUPA. I took a spell away in order to care for my sick parents. While stressful, this furnished me with a wealth of knowledge to better help my clients and also taught me empathy for clients in tough personal situations.
I can genuinely say that DM is by far the best company I have worked for regarding every facet of the job including the working environment and ethos, culture, inclusivity, cutting edge technologically that is second to none (whether I can use it is another question altogether), training, putting the customer first and is a genuine meritocracy regarding recognition.
Away from work I have a great family life that keeps me on my toes. I enjoy live events such as music and comedy and I am looking forward to vastly improving my holiday portfolio.