Profession:
Chartered Financial Planner
Location:
Bishops Stortford
Previous types of jobs?
Estate Agent / not very good golfer
Years in business?
IFA since 1996
What made you decide to become a mortgage broker?
Having missed the chance to become a commercial pilot (dodgy eyesight) and a professional golfer
(lack of any discernible talent), I rather fell into the financial advice world and have been an
Independent Financial Adviser since 1996. I’ve always believed that it is best to work in the interest
of my clients, not in the interest of hitting sales targets for a faceless corporate entity and being
acutely aware of the general reputation that ill-informed financial advisers sometimes had, I decided
that the best differentiator was knowledge and took steps to qualify as a Chartered Financial
Planner. There is a real move in the industry to improve the benchmark qualification that individuals
need before being let loose on clients and Chartered is the highest possible. The number of
Chartered practitioners is slowly increasing but I understand that there are still only around 3000 of
us in the UK (as at April 2012).
Family info. wife? Kids? Pets...
Married to Helen. Children – Archie and Evie
Hobbies
Golf still. Very dusty private pilots licence.
Other interests
Try to spend as much time with the family as possible.
Do you have any burning desires?
More Golf, more flying. Take the family to Jordan to let them experience Petra.
Something no one knows about you?
Had I been born a girl, my Dad was going to call me Chloe!
I won a junior golf tournament 3 years on the spin – but they didn’t let me keep the cup.
My Great Grandfather was George G Harrap – he was very well known a publisher in the early 1900’s
The key to your success as an adviser?
Try and keep it simple.
Keep in touch even when things are not going so well
Treat clients in the same way you’d like to be treated.
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