I believe that the most important qualities in an adviser are to be a good listener, to be available to clients and have an opinion. You should take it as a given that we know what we are doing in terms of technical knowledge; so our focus is on practical solutions that make sure your money works for you and your family, maintaining your chosen lifestyle or meeting future goals

• Helped to develop a centralised investment proposition and played central role within internal investment committee, which oversaw more than £170m of client assets by the end of 2014• Won Birmingham Regional CII prize for the ‘Most Meritorious Completion of the Advanced Financial Planning Certificate’ in 2008• From October 2008 worked within the Employee Benefits Division providing advice to high net worth clients in areas such as SIPP Drawdown, Inheritance Tax Planning• Gained… Show more • Helped to develop a centralised investment proposition and played central role within internal investment committee, which oversaw more than £170m of client assets by the end of 2014• Won Birmingham Regional CII prize for the ‘Most Meritorious Completion of the Advanced Financial Planning Certificate’ in 2008• From October 2008 worked within the Employee Benefits Division providing advice to high net worth clients in areas such as SIPP Drawdown, Inheritance Tax Planning• Gained Chartered Financial Planner status in July 2008• Achieved competent adviser status at the start of 2004 and from the beginning concentrated on building long term client relationships Show less

• Attained further qualifications in retirement and investment planning• Provided report writing and research support to the advisory team as I prepared to move into a client-facing role

• Worked in a range of customer service and advisor support roles within the business• Completed the Financial Planning Certificate, the entry level qualification for financial advice