Back in the Summer of 2011 when I was looking at our business plan for the next 12 months, I was struck by the fact that most of my time is spent dealing with clients, which is exactly as it should be. I was also honest enough to recognise that this is the role I enjoy and want to keep doing in future. 

But this did set me thinking about the long term future of the business; how best to maintain the steady growth of the business for the long term security of our clients whilst maintaining our core values and my client facing role? My conclusion was to find a new team member with the same business values at heart and complementary business skills.

Rob Johnson is someone whom I have I known for 15 years having worked together at Sedgwick Financial Services. I was delighted to find he might be available to join the business as I felt his managerial and business development experience would knit together with my skills in investment management, processes and financial planning.

He joined the business formally in January and has now been appointed a Director of the business. 

Rob says  “If you are responsible for delivering professional services to a client, it is essential to act in their best interest.  Without this basic personal ethos, business and personal credibility becomes questionable.  Some business seem to have lost sight of this and recent press has highlighted instances where this fundamental business principle has been questioned.  Knowing Roger well,  I knew this would never, ever, be an issue.

Having worked for many years in conjunction with Solicitors and Accountants in the context of delivering services to both personal and Corporate clients, Roger and I believed this experience would fit well with the business’s approach.

So it has proved to be.

When the opportunity came to work with Roger, the decision was easy. I really liked the established values of the team as I am convinced that our client comes first, every time”