29/10/2026
Dal has just ticked over his one year anniversary with FSG Wealth. It has been great having him on board, his dedication, insights, and energy have added so much value to our team and our clients over the past 12 months!
We took five minutes out of his day to get some of his reflections on his first year with us…
→ What has been the highlight of your first year?
Getting to meet so many clients! We are a people business and I love spending time with clients, both existing and new. Everyone has their own journey, and it has been great hearing what has led clients to where they are now, and where they want to get to. It is always nice being able to add some value to those conversations.
→ What has surprised you most about working at FSG Wealth?
In a positive way, the level of capability and expertise of Jon and Ian. I’ve been fortunate to work with some brilliant individuals in the industry, and both Jon and Ian are right up there with the best of them. We’ve come from different backgrounds and experiences, which has led to some robust conversations (better than having a “yes person” culture) but ultimately, we all want what is best for clients.
→ What are you looking forward to in the next year?
Unfortunately, I don’t think Liverpool FC are going to have a great year so lets go with - Building on the last 12 months! Continuing to grow both personally and professionally, as there is always something to learn and improve on. I’m genuinely excited for the opportunities ahead and helping take FSG Wealth to the next level.
Cheers to the next 12 months Dal!
