I began working at Christopher Little & Co. in November 2015, following my A-Levels. After studying Statistic Maths at Sixth Form, the apprenticeship agency I spoke to recommended I get in touch with Tom. Since joining, Iâve never looked back and continue to enjoy the ever-changing landscape of financial planning.
Over the past ten years, Iâve benefitted from working in a dynamic team alongside individuals who consistently strive to improve standards and outcomes for clients. This environment has helped me grow enormously, both professionally and personally.
My day-to-day responsibilities vary widely. I support advisers throughout the advice process, which typically involves constructing financial plans for clients. I also provide guidance and training to support staff, as well as develop processes that enable the team to work more efficiently and effectively.
- Financial Services, Regulation & Ethics (R01) â CII
- Diploma for Financial Advisers (DipFA)
When I'm not at work
I enjoy spending time with my family and friends, whether thatâs in a pub on a Saturday night or on the golf course on a Sunday morning.
At home, we have two dogs, chickens, rabbits, and guinea pigs, which tend to keep us busy.
When Iâm not out socialising, I can usually be found somewhere chilled out, reading a book and enjoying a pint of IPA.
You might not know about me
01
Favourite sport to play and watch?
Football usually dominates my weekends! I also enjoy watching golf, darts, and cricket. Iâm a member of a local golf club and love playing with my dad and friends.
02
What would you Karaoke song of choice be?
The first 3 minutes of Bohemian Rhapsody
03
Which celebrity would you most like to meet up for a coffee / beer with?
Sir. Alex Ferguson, I could listen to him all day, incredible bloke.
04
If you could choose to do anything for a day, what would it be?
Play a round of golf (not very well) at the Augusta National Golf Club
05
Who was your favourite teacher at school and why?
Mr. Christie, he helped me a lot in my final year at Sixth Form, especially with my maths, was always willing to go the extra mile.
06
Whatâs the most daring thing youâve ever done?
I went on a solo trip to Bali and Australia, which was an incredible experience and a great opportunity to meet people from all walks of life.
07
Whereâs your favourite place youâve ever visited?
Brisbane, the Gold Coast was incredible!
08
What is your favourite thing about living in Yorkshire?
The sights are amazing. There are so many scenic places to walk and visit, and Yorkshire folk tend to be the friendliest.
09
Favourite Yorkshire food or beverage?
Roosterâs Brewery, thereâs always a great choice of locally brewed IPAs.
10
Favourite Yorkshire saying?
Aye.