25 years, where has that time gone?
This week I celebrate 25 years since I started my career as a financial adviser/planner. I don’t feel old enough!!!
Beginning at Standard Life in 1997, 7 years there, 10 years as a director/planner with an IFA practice in Chandlers Ford and the last 8 years since we set up Oyster.
It’s been a really enjoyable time. As my clients will know I love my work. I love helping clients get Confidence, Peace of Mind and Reassurance about their short, medium and long-term financial future. Ensuring they get the best possible future desired lifestyle whilst protecting their families along the way should tragedy happen.
My work is very fulfilling. The feeling I get from seeing someone walk out of the office almost skipping with happiness because they can retire 3 years earlier than they thought was possible is fantastic.
This is only possible because of our Aspire Lifestyle Financial Planning service. Combining this and 25 years of experience and my fantastic team at Oyster who strive to continuously deliver excellence are huge factors in Oyster’s continued success. The fact that we get so many client referrals speaks volumes as well. We must be doing something right!
A huge thank you to clients old and new. We look forward moving forward together in the future to continued prosperity and financial happiness for us all.
If anyone would like to come in and see me for a chat and a coffee to see how our Aspire Lifestyle Service works please just get in touch.
I’ll raise a glass to continued success in the future and the next 25 years!
Thank you x
