Early Career
Ever since I was young, I’ve had a fascination with personal finance. There was something about the way that money moved and grew that just drew me in. It wasn’t until I got older, though, that I realised I wanted to do more than just learn about personal finance – I wanted to share my passion with others and coach them to make informed financial decisions.
So, in pursuit of this goal, I took the RDR Level 4 Qualification and became an Associate Member of the CISI, signalling my commitment to this profession. The idea of helping others achieve financial stability, success and peace of mind through bespoke advice just felt right to me.
My first taste of working in financial services came in helping British Expats in Europe manage their international finances more efficiently. This role allowed me to help clients with relatively complex situations, which allowed me to grow both personally and professionally.
Experience
Building on my experience in the offshore market, I took on a role in the UK at the largest wealth management firm. Where I worked under one of their Principal Partners and directly with an Ex-Coutts Banker. With over £750M in Assets Under Management, I had the opportunity to work on highly complex cases alongside some of the most successful people in the industry. This gave me invaluable insight into the management of high net-worth clients.
During this time, I was also invited to join the Worshipful Company of International Bankers. As a Freeman of the Company, I joined other members in helping young entrepreneurs and children from disadvantaged backgrounds wishing to go to university. We also continue to work with the Lord Mayor of the City, by representing the Financial Services Industry and being its voice when it comes to matters of the City. My affiliation with the Company allows me to extend my network and collaborate with other professionals, which enables me to connect my clients with almost any financial service they may require.
Now, at Cameron James, I am pleased to be in a position where I can see myself long-term. Working alongside Dominic and other Senior IFAs in the team who have a wealth of experience in UK and cross-border financial planning. I am proud to be a part of a company that offers tremendous value to its clients.