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Diary of an adviser: Sharon Mattheus
22.05.2018Sharon Mattheus, Private Client Partner based in our London office, gives FT Adviser an insight into her working week.
Monday
After breakfast I head off to my home office, which has gorgeous views of my garden and open fields behind the house.
There is a lot to catch up on, but a half-hour golf lesson to look forward to later on keeps me motivated. I start my day by going through my cases and creating my week’s ‘to do’ list. My priority is to make sure I am ready for a report on a defined benefit transfer.
I head off to my golf lesson around 3.30pm, before heading back to my office for another half hour before preparing dinner. I return to my office for a telephone meeting at 7pm, where my client would like to discuss the difference between actively and passively managed funds. I plan to finalise my recommendation after our discussion.
Read the full article on FT Adviser by clicking here.
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