What Led me to Financial Planning
My interest in personal finance started young. When I was 12, I made my first investment, a mutual fund I picked simply because the name sounded appealing. It was a naïve choice, but it sparked a lifelong curiosity about how money works and eventually led me into my career.
Fourteen years later, I earned a PhD in Accounting from London Business School and became a lecturer at the University of Bristol. Over nine years in academia, I taught and researched a wide range of accounting and finance topics. The work involved thinking critically, analysing complex data, and communicating clearly with audiences ranging from complete beginners to experts.
While I enjoyed the intellectual challenge, I eventually realised I wanted to apply that expertise in a more personal and practical way. I found myself most energised by the conversations that helped people make sense of complex choices. Some of the most rewarding moments at work came when a student or colleague asked for my opinion, and together we worked through their thinking until they had clarity on their next step.
Even outside of work, friends and family often turn to me for perspective when they face difficult decisions. I may not always have the perfect answer, but I always do my best to help.
That’s what led me to financial planning. It allows me to combine technical expertise with something that has always come naturally: offering clear, thoughtful guidance when it matters most.
Outside the Office
I stay active with gym workouts, tennis, and golf. I also love music, wine, whisky, and good conversations. I continue to teach part-time at university and enjoy bridging academic thinking with real-life financial planning.
