I arrived at financial planning through a route that involved a degree in Physics, working in capital markets for a major European bank, and teaching secondary science. I believe in the value of thorough analysis and ensuring a deep understanding, both for ourselves and for our clients.
Working at Yellowtail allows me to help produce reports which show our clients how to meet their goals, as well as show them how our recommendations will support that journey.
I enjoy analysing situations and problems from a variety of different angles, and looking at several “what if” scenarios to decide on the best way of reaching the desired outcome. I am then able to present my results in a variety of ways to ensure that the reader can understand them without needing to have a full technical background.
As Einstein said, “Any fool can know. The point is to understand.”