How do you feel about Logic now it’s an established business? Very proud that we have gained so many clients in a relatively short space of time and the majority of them by referral from existing happy clients or our professional friends
What’s been the personal highlight of the last year? There have been many, but lots of friends and family have had milestone birthdays (from 30-60!) so celebrating with them from Scotland to France to Portugal has been high on the list.
What’s your favourite part of the job? Sitting down with clients and getting to know them. Getting them to focus first and foremost on themselves, rather than numbers, and the life they want before developing financial recommendations that allow those goals to be achieved. It doesn’t matter how long I have been doing this role, getting people to a stage where they can do this still gives me a buzz.
What keeps you occupied outside work? Two young children, the gym, and socialising. But Lindsey is making me sit an advanced pensions exams so I feel like I have less and less time for all those things.
What are you plans for 2017? This is our third year in business, the first two years have seen growth beyond even what we imagined. This year is about continuing that growth and more importantly bedding it in. In addition we will be introducing new functionality for our clients which will allow them to see all their finances in one place. Initial roll-out and feedback has been great.
What’s your main focus these days? Younger members of the team constantly encourage me to learn more about digital marketing so every day brings something new. We may be a small firm, but we take our corporate social responsibility very seriously and it’s important we aim to always give something back to the community. So this year, for example, we’re adding a “charity day” into our normal business planning event.
How does life at Logic differ from previous roles? I spent the best part of three decades in a corporate consulting environment so it’s refreshing to be in a small company where we make decisions quickly and have fun doing so.
Dare we ask you about football? No! (COYI)
What are your goals for outside work in the next 12 months? I’m aiming to achieve platinum status on my fitness activity app and have entered the ballot for the 2018 Ride London charity bike ride.
How’s the yoga coming along? It’s going okay thanks, although I now also enjoy running and have recently started weight training. A fair bit of a variety but it is all fun!
And like other members of the Logic team, you are still studying? Yes, the study books are well and truly out once more! I am aiming for the highest level tax qualification in the UK, the Chartered Tax Adviser (CTA) qualification, which will be very helpful in our industry. I’m aiming to have it all completed in early 2019. Fingers crossed.
How is life at Logic? I love working here and it’s always busy! I now have help in the back office with Vicki, which makes my life easier (although I do have to sometimes act as translator – Harj in particular struggles with her Northern Irish brogue!).
If you weren’t working here what would you be? A farmer probably! Growing up in a rural community, I often helped move the sheep through the village, collect the eggs, feed cows and bring in the bales at harvest. While I’m not so hands on now due to time constraints, I am a committee member in the Henley and District Agricultural Association – we organise Sheepdog Trials, a Ploughing Match and a large annual Agricultural Show to raise funds for agricultural education.
What about your charity work? Since losing three friends and family to cancer in 4 months during 2015, I have tried to do an annual fundraiser for Macmillan and Cancer Research. That year I did a 20km cycle with my then 10yr old; in 2016 I walked 25km of the coastline of the Isle of Wight, and this year I have just walked a marathon along the Thames in Macmillan’s Mighty Hike. Once fully recovered I will be looking for another challenge for 2018 – all ideas are welcome!
Guy says you’re not allowed to mention football, but tell us about life outside work?! It’s full of the joys of having a very boisterous young son called Luka, my husband Nigel plays the Highland Bagpipes in a Competition Pipe Band which takes us to different parts of the country most weekends during the summer for competitions. Oh and we go ballroom dancing every Tuesday night to our little club and one Saturday night a month to a dance. So fun and action packed!