A lot has happened in the world since I started my career in banking in 1989, but the core values of our society remain and are instrumental in our future, particularly in effective financial planning.
The world wide web, smartphones, Wi-Fi - just some of the phenomena that now influences our world, which were not part of everyday life 30 years ago. There have also been many changes in the world of finance. Internet banking, contactless card payments, the closure of bank branches - to name just a few.
Although the advancement of technology has been at the forefront of a number of these changes, many of society’s core values primarily remain and they will continue to be fundamental in the future. These include health, family, relationships, morals. There are many more. When I look back over my career, I have been incredibly lucky to work at companies that are committed to these principles and just as fortunate to work with colleagues that have lived and breathed them too. These form the foundation of the values at Atherton York as well, which is why I am proud to work here.
Throughout my career, I have regularly interacted with the general public. Understanding what is important to them, earning their trust, and strengthening an on-going relationship is what I have built my career on. Meeting, talking, and getting to know someone has always been the most enjoyable part of my routine. The satisfaction from tackling an enquiry and providing a timely accurate solution is not far behind.
At Atherton York this client service mentality is vital to my role. We focus on building long-term relationships where we really get to know our clients. Strong financial planning comes from having a vision and helping our clients reach those goals. The team at Atherton York strive to deliver this to our clients every day and the high level of referrals we received is testiment to this.