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Horses for courses

Rachelle Jordan


It is the first day back from Christmas, so it is an admin day and spending time on the phone catching up with clients and professional connections. I should mention the post mountain I need to deal with and the market outlooks to read.

I am finishing on time tonight as I need to go home and walk the dog, do housework and cremate something in the oven. I should really find time to pick up my AF3 book – what was I thinking?

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I am on the road today seeing clients in Cambridge. Client meetings are the best part of this job as no two clients are the same and no two circumstances are the same and it is that variety that I love. I have found time to grab lunch while emailing a professional connection (solicitor) as my clients need her help too. My first meeting was pension planning which also turned into inheritance tax planning and a workplace pension for the business as well as a new client. I was thinking it was a productive day until the A14 came to a standstil. But I duet very well with some early Take That and booked a meeting room at our London office for my clients next week. Just need the traffic to move to get home and walk the pooch.


Everything with four legs is sorted before a day’s work and my bag is packed for my overnight stay.

My first meeting is an annual review with an existing client who is exceptionally well-travelled. Malta and Moscow are booked already for this year but the main holiday is still undecided - the South Africa tour is a strong contender. I did attempt to keep the conversation away from what my holiday plans are for this year as they are currently nothing, but I should paint the stable block. Before reviewing the client’s financial circumstances it is important to have an in-depth discussion regarding the appointment of Eddie Jones as the England rugby coach and the impending Six Nations due to begin again next month.

My client this afternoon is a new client who is facing redundancy and wants to know if his pensions are enough to support him financially if he cannot find alternative employment. I still get a buzz from this job after all these years and it is great to sit there and say ‘you will be all right and this is how’.


A cold, wet start to the day, but still really excited by my first day ever pheasant shooting, even if I do feel a little silly dressed for a traditional shoot.

A brilliant day spent with some really interesting people and I even made my first kill. Fabulous hosts and ending the day on a roast pork dinner was just the cherry on top.