Name: Liam Fowler
Job Title: Technical Support/Investment Analyst
Q: What was your journey to become a member of the Technical Support team?
My journey began when I embarked on a 3 year degree course at Cardiff Metropolitan University to study Business Management with Finance. Upon attaining a first class honour degree I then looked for employment in the world of Financial Management. I was fortunate to be taken on by Heron House where I began studying towards becoming a qualified level 4 financial adviser. During my time at Heron House I have passed my RO1 – Regulations and Ethics, RO2 – Investment Principles and Risk, RO3 – Taxation and Trusts, RO4 – Pensions and RO5 – Protection exams, and I am due to sit my last of the RO exams in July 2017. These specific exams along with my role within Heron House have helped me to become a Technical Support Member.
Q: What drew you to Heron House?
When looking for employment after University I researched a number of companies within the field of Financial Advice and Heron House stood out to me due to their ethical approach to managing their clients’ money. It was evident from my research that Heron House looked after every member of their team and I wanted to become a part of this well respected team of people.
Q: We know you are in the Technical Support team but what does that mean day to day?
As a Technical Support member I will work alongside the given adviser to prepare, review and analyse client portfolios.
Q: What keeps you most interested at work every day?
I enjoy the challenges that I face within my role, which continues to help my knowledge expand. I also enjoy meeting new people and my role allows me to interact with clients on a regular basis.
Q: What are you saving for?
My Wife and I are due to have a baby at the end of this year, so my goal is to save ready for this new exciting chapter in our lives.
Q: When you’re not at Heron House, what keeps you busy?
In my spare time I enjoy spending time with friends and family. My hobby is Golf and I often play once a week when the weather is nice.
Q: If you could give your younger self one piece of advice, what would it be?
Life is short and you should enjoy every aspect of it from an early age and try not to worry about the little things in life.
Q: What goals are you working towards now?
I am working towards completing my Level 4 Financial Adviser Qualification.
Q: What makes Heron House a great company?
Heron House is run like a family, they take care of both their employees and their clients. I am honoured to work for such an amazing ethical company.