Jude is a Client Relationship Manager at First Wealth, supporting clients and the wider team to make sure people receive a great experience throughout their financial planning journey.
He started his career in financial services 3 years ago and has always enjoyed the people side of the industry – building relationships, understanding what matters to people and helping turn what can sometimes feel like complicated financial decisions into something much clearer. Jude is particularly interested in the wider financial planning process and is working towards developing his career as a financial planner.
Jude enjoys working with a team that puts the client first and takes a long-term view of what good financial advice can achieve. Outside of work, you’ll usually find him playing football, attempting to improve golf, running, or planning his next holiday.
Client Relationships:
Building strong, long-term relationships and making sure clients feel looked after throughout their financial planning journey.
Client Experience:
Making sure the little things are done well – because good financial advice is about more than just the numbers.
Long-Term Planning:
Taking a step back from the immediate decisions and helping clients think about where they want to be in the years ahead.
Financial Education:
Helping people understand their finances with confidence, rather than making them feel like they need a degree in economics to know what’s going on.
Favourite holiday destination?
Portugal
Best meal?
My old man’s Sunday dinner, he’d be offended if I said anything else!
Your superpower?
Extremely slow at sprinting
Something you don't know about me
I’m a twin
Spender or Saver?
Definitely a saver!
