Early Career
I graduated from the University of Wisconsin-Madison in 2015 with a BA in Economics. I took the opportunity that the US system allows, by developing a broad education that encompassed many areas of study including; Economics, Statistics, and Finance, which related to my degree major, as well as Humanities and the Sciences, which fulfilled the universities “breadth” of education requirement.
Once I graduated, I returned home to Guernsey to pursue a career in finance. I knew I wanted a strong professional qualification and a challenging environment, so I applied for a Transaction Services (TS) Graduate Scheme in PwC Guernsey which would give me support and training to obtain the ICAEW ACA qualification. Once I had accepted an offer to join the graduate intake in August 2016, I decided to sign up for Level I of the CFA Program (CFA) before I started my new career.
At PwC, I had an incredibly challenging but rewarding experience in their small TS team, taking on responsibilities that I, nor indeed the team leadership, had anticipated I would take on so early in my career. It gave me the opportunity to be in positions of great responsibility involving Initial Public Offerings and further share issues on the London Stock Exchange for transactions that regularly exceeded £200m.
My experience, at PWC, gave me great exposure to managing multiple external stakeholders under extreme time pressures, including some of the most prestigious Fund Managers and Investment Bankers in London and New York. I decided to leave PwC once I had fully qualified as an ACA, as I knew that I wanted to pursue a career in Financial Planning. A fact that was emphasised to me by the enjoyment I took from studying for the CFA Program.
Experience
My journey at Cameron James has been exceptional. I am something of a sponge for knowledge, which has made me extremely well suited to the complexities and constantly evolving UK Pension Transfer system. The FCA rules on UK pension transfers frequently change at short notice, and staying abreast of all development is of the upmost importance.
This in-depth knowledge and experience of Final Salary Pension Transfers allows me to be at the very top of my game and protect my client’s best interests. Often foreshadowing pension changes that might be to their detriment and helping them act accordingly. I thoroughly enjoy my work and am something of a self-confessed workaholic, which my dog will emphatically attest to.
I have had a very close relationship with our CEO, Dominic James Murray, which allowed me to quickly fill in the blanks on UK Pension Transfers. Since then, I have amassed clients in 11 countries and 13 US States, with clients from New York to Los Angeles. If you wish to speak with any of my clients for a personal reference of my work, just let me know.
This is a long-term career choice for me and if we work together, I look forward to helping you navigate your financial planning needs and achieving the lifestyle and retirement that you deserve. I am also a huge, bordering on religious, Packers and Bucks fan, so don’t be surprised if I ask who you support!