As we look back on 2019, we know we wouldn’t be where we are today without our fantastic team. In the final instalment of our employee Q&A, we’re learning a little bit more about our financial services consultant, Graham.
Summarise your role in one paragraph:
I’m here to meet and help financial advisers who want to buy or sell a company or client bank. Having been through the process myself, I enjoy sharing my story with others and helping people work through the variety of options available to them.
What does it take to be a great financial services consultant?
Being present, and taking the time to sit down with advisers to help them through what can be a muddle of thoughts and ideas. Financial advisers have a lot of responsibility on their shoulders, and clients come first. Being able to help advisers take some time to assess their personal positions can really help with goal setting and effective exit planning.
What’s the best part of your job at City & Capital?
Helping people to get the best deal, which could be financial or cultural, but is usually a mixture of the two.
What do you see as a finance-related ‘job well done’?
People who are grateful for my honest advice.
What’s been the most satisfying moment of your City & Capital career so far?
Joining the team! Having spent some time discussing the opportunity with Vicki and Stu, I knew that I would feel comfortable recommending their firm to those looking to grow or exit.
If you could change one thing about the financial advisory sector, what would it be?
To believe in itself! I am so passionate about financial advice, as I have seen the benefit that long-term relationships can bring to clients. There will always be the few that let the profession down, and of course the media will latch onto these stories, but remain resolute that you are improving the lives and futures of so many.
What is the biggest challenge facing the industry over the next 12 months?
Managing the hurdles put in place by regulator and the media.
Describe yourself in three words or less
Positive, confident, trustworthy.
It’s the work’s Christmas party and you’re up next on the karaoke machine – what song will you be belting out?
Jeff Beck’s, ‘Hi Ho Silver Lining’.
If you had a superpower, what would it be?
To be very fit, with no effort needed!
Our MD, Stuart Hicks, spoke to Yorkshire Business Insider this week about how 2019 looked for The City & Capital Group, as well as what 2020 has in store for the financial services industry. In case you missed the piece, catch up on our comments below.
2019. The year of the stop, start, revert and repeat. With political and economic uncertainty so prevalent for our financial services clients, it really has been a tough year for many to plan and progress with the confidence they would like – and have become accustomed to – in the latter half of this decade.
In these moments there is a pattern as old as time. The consolidators will (continue) to rise in their quest for market share, leaving the necessary pockets for the innovators and market disruptors who bring real change and challenge to the status quo. The latter being to the ultimate benefit of the customers they serve.
It is in these pockets that The City & Capital Group intends to deliver in 2020, both in terms of innovation within our own industry, as well as consulting for those who strive to deliver positive and impactful change for service users in their specialist markets.