I’m the third generation of ‘Littles’ in Emery Little, following in Dad and Grandad’s footsteps. I started my Emery Little career at the tender age of seven when I was responsible for stamping literature. I continued to help out and after completing my degree in Industrial Economics in 2010, I joined the business as a Junior Paraplanner. Since then I’ve continued to build on my experience and now combine financial planning for clients with running the business, as CEO.
As a Chartered Financial Planner, I combine my technical capability with the skills learned as a Registered Life Planner to help clients build a life and financial plan around what matters most to them. In doing this, I really enjoy working through the complexity of a situation to reach the simplicity on the other side.
I became a Fellow of the Personal Finance Society at just 27 and went on to complete the Mentorship programme with the Kinder Institute to become a Registered Life Planner (RLP).
I believe financial planning is fundamentally about life planning. The client, their life, and what’s important to them has to drive the technical side of things and any investment decisions. You need to listen to clients properly to understand what matters to them – one of the things my training has taught me is how to listen, and be genuinely comfortable in silence.
Making a contribution to and learning from my peers is important to me. I sit on the Board of NextGen Planners, a membership organisation focused on supporting quality education, innovation and diversity in the financial planning community. I’m also a member of The Ideas Exchange, a mastermind group whose membership includes owners and decision makers of award winning financial planning firms, whose shared experience and ideas are constantly pushing Emery Little to improve client service and experience.
I love good company, travel and good food – if possible combining all three. I’m also the proud parent of two Indian Star tortoises.