Who do I work with?
I work alongside James Geard and Edward Wilby as their technical support.
I graduated with a BA Hons Business Studies degree in 2001 and have worked in a number of support roles in financial services industry over the last 20 + years.
I joined HFMC Wealth in 2016 and have worked solely with James until Edward joined the team in 2020. I feel that one of the strengths of being the technical support is building a good relationship with the clients, as you are constantly involved with their financial planning needs.
Outside of work I keep fit by running 2 to 3 times a week.