My motivation to become a Portfolio Executive has been driven by my ambition to take my current portfolio to the next level. More advisor and less contractor!
I have had my own company for 20 years as people often asked me to drop in and ‘fix something’. I love to design and build new solutions to business problems. I left an interesting corporate role at RBS to go fully to a portfolio lifestyle in 2017 and have not looked back.
My first success was in an executive role as COO at a home financing start-up in 2019. Along the way I have probably forgotten more than most young entrepreneurs know about scaling a business. For me, I need to focus on what I am good at and stay away from things that I do just to learn.
I now have 3 contracts ongoing, each a few days a week. I have managed to negotiate a balanced mix of cash and shares that fits my current financial risk appetite.
As I continue with the Portfolio lifestyle, I want more stability from a larger pool of clients and to move my business from doing to advising.