Why do we do what we do?
Simon Sinek’s “Start with Why” explains how great companies start with why. Why do they do what they are doing?
For Noel Watson, his journey towards becoming a financial planner began a decade ago while working in the city of London.
Despite working in the financial sector he knew that he needed assistance with putting a financial plan together, if not for retirement at least for the next 10-20 years.
All the advisers he spoke to focused primarily on investments and very little on what he was trying to achieve and the best way to get there.
Feeling strongly that clients deserved better, Noel studied for his exams and left the city in 2017 to join Chevening Financial, a company that shares his views.
Noel’s why is to ensure he helps people to achieve better outcomes by working with them to really understand their goals, fears and aspirations, build them a plan to help them achieve that and only then are investments discussed.
He choose to focus on retirement planning as this is when the complex and important decisions need to be made.