He added this is an area in which the industry may be able to assist, suggesting that “financial advice firms can run workshops as part of sales strategies".
He stated this visibility should extend to younger members of society: “Advice firms could try and get clients to bring in their children so you can talk to them and encourage them at a younger age.”
Personal journey
Savage graduated from the University of Essex in accounting and finance before moving into a dealing role at a stockbrokers.
From there, Savage entered a financial advice wealth management firm where he first received his experience of paraplanning and administration.
Within his first two jobs, he became a member of the Chartered Institute of Securities and Investments.
He explained that, after becoming qualified and spending 10 months as an adviser, he became a market maker for an investment bank.
After realising “it wasn’t for me”, Savage returned to financial services and started working for Adsumus.
A welcoming industry
Despite not knowing anyone involved in the financial services industry before achieving his first job, Savage praised the industry for being welcoming.
“I didn’t feel any barriers or anything like that,” he explained.
He added that this feeling of acceptance by the industry was compounded by his ability to find a workplace suited to his needs.
In looking for his place of work Savage said he prefers a company “who put client outcomes at the front at what they’re doing.”
He added that the social aspect of a company remains an important facet as “you want to work at a place where the people are nice”.
tom.dunstan@ft.com
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