What do you do?

I’m a personal insurance adviser and I help people put in place solutions to protect
themselves and their families should something happen. The insurances I help with are Life,
Trauma, Income Protections, and Health.

How many years have you been in business?

18 months since trading as my own company as a personal insurance adviser.

What the best thing about running your own business?

The best thing is the relationship that I can develop with my clients because they are my
clients and they know that if they need to update, change or claim on their policies they can
call me. This means better service and better client relationships.

Why is it important to have a good accountant?

Key business relationships are massive and having an accountant that wants to be in your
corner and is an adviser to your business is so valuable. This is particularly true for a
growing new business as there are so many new decisions you need to make along the way.

What’s the hardest thing about running your own business?

You have to wear many hats as a business owner and allocation of time to each of these
hats can be a difficult skill to master. The key thing I have found is to build a network around
you of people you trust and use them to bounce ideas. That and being willing to outsource
things when necessary.

What’s next for your business?

To continue to help as many people as I can with honest and upfront advice with a vision to
be their insurance adviser long term as they go through life’s changes