Age at 1 June 2012: 32
Job title(s), main company(ies) and main previous role(s): Director at Seer Green Financial Planning (www.seerg.com). Previously worked as a specialist advisor for a competitor.
What does your business do? With clients located throughout the UK, Seer Green provides robust, impartial advice on mortgages, investments, pensions, protection and insurance, both personal and corporate. Our success is predicated on providing the very best independent advice that is clearly-presented, well-researched and smartly-managed.
Describe yourself in five words. Driven, personable, knowledgeable, thoughtful and happy.
What inspires you? People – and the maxim ‘if we all win, then everyone wins’.
What is your ambition? For the business to continue to be successful, evolving, challenging and rewarding for everyone involved.