I set up Prudent FPA in 2005 and our office is in the heart of Lancaster City Centre. I wanted to be able to offer financial advice in a way which mirrored my own values with an aim to build a long relationship with clients and be able to help them with any area of financial advice they may need.
I've worked in financial services since I graduated. I actually have an engineering degree, which I think has been particularly useful to me in my career. Engineering is about solving problems and this is what we try to do every day at work.
When I speak to clients, I want them to feel at ease and I want them to believe and trust what I am saying and I want them to feel reassured, whatever their situation. It is very important that the foundation of our relationship is trust.
I've been working at Prudent since 2003, and I now mainly process and track life insurance applications - it's funny how things turn out as I originally studied design at university. In my spare time, not that I get a lot these days, I enjoy being creative and keeping fit at the gym.
I like the flexibility of working for Prudent and I feel a real part of the team. All our ideas are taken on board and we're a real close-knit team. We're all approachable, friendly and will help wherever we can.
I first started working for James in April 2014, and for the last 18 months I have worked for Mortgage Balance managing the ongoing administration of their mortgage cases.
In October 2017 I came back to work at Prudent as their Receptionist and Client Servicing Manager, a role I am really excited to develop. I really enjoy working with our clients and hope I can help maintain the high level of service that Prudent have become well known for.
My hours work around doing the school run for my little girl, and I really value working for a company who value family life and working parents.
I've worked for Prudent for around 7 years as an administrator. My role has changed quite a bit over time and I now act as James’s secretary as well as putting together portfolio valuations.
The flexible working arrangements are perfect for me as I currently live in Surrey with my family, juggle a busy home life and childcare with working from home.
Having lived in the South for many years, we recently moved back into the area and I have just started working with James, primarily reviewing the systems. I’m getting used to a different career and life back in the North.