| JD: How did you get into Financial Services?
FT: I started working as a Pensions Administrator in 2003, and moved on to manage the client services department of a large pension company. I decided at that point that I would prefer to spend my time dealing with clients’ complete financial situations rather than just pensions, so started training to be an Independent Financial Adviser. I also wanted to work for a small company to enable me to really get to know my clients so that I could build a strong relationship with them for the future.
JD: Then what happened?
FT: I started working for Barton Hatcher Ingram in April 2007 as a Trainee Financial Adviser under Beverley’s watchful eye. Although technically my knowledge was good Beverley helped to develop my skills dealing face to face with clients. I am now fully authorised to give independent advice and am thoroughly enjoying such close contact with my clients within a family type environment.
JD: Are you married?
FT: Yes I am. My husband Jonathan is a plumber based in Cardiff. He specialises in designing and installing high spec bathrooms and wet rooms and we are currently working on renovating our home in Cardiff.
JD: Do you have any specific qualifications?
|
 |
FT: Yes. I have a joint Honours Degree in Finance and Spanish and hold the Financial Planning Certificate additional qualifications in Investments, Long Term Care and have just taken an Advanced Taxation exam.
As a company we are working towards becoming Chartered Independent Financial Advisers which will mean I along with Louise and Beverley will be taking further exams in the future.
JD: What areas do you want to specialise in?
FT: Although I thoroughly enjoy working with all clients in the last year I have particularly focused on young families and small to medium sized businesses.
JD: What did you do before you starting working in the financial sector?
FT: Straight after graduating from University I moved to the north of Spain and taught English as a second language to Spanish nationals. My students ranged from 3 years to 65 years old. Not only did I become fluent in Spanish I also met my husband there.
JD: Do you have any hobbies or interests outside of work?
FT: I really enjoy keeping fit and will be taking part in a number of charity runs this year. In addition I also help my husband renovate our house at weekends and whenever we have spare time. Travelling and socialising are also favourite pastimes when they can be fitted in.
Back to Top
|
