Meet BHP Financial Planning’s Managing Director Joy Clegg. Joy has more than 30 years’ financial services experience. In 2008, she set up an independent advice arm for a small firm of accountants in the Leeds area, which later joined BHP. Joy became MD of BHP Financial Planning on 1 May 2011 and, in her day-to-day role, she focuses on client service and the delivery of understandable financial planning to help clients achieve their goals.
What do you love about the BHP Financial Planning team?
The way we all pull together to help and support each other, even though we are spread across different offices. It is also great to work closely with our own tax team to ensure we can deliver proper joined up financial planning.
What inspired you to work within financial planning?
I worked for a bank and, back in 1988 when all the rules changed, I jumped at the chance to do something new and different to traditional banking.
What is your area of specialism?
I wish I could say, but being MD means you have to be a jack of all trades!
How do you like to relax outside of work?
I play netball, walk our dog, have lots of weekends away and enjoy watching my two sons play rugby and cricket.
What are your top three podcasts, books or films?
My ultimate favourite film is the Shawshank Redemption, however I also love Notting Hill, Love Actually and About a Boy. I usually fall asleep during a film, but not with these four!
What would you do if you won the lottery?
Keep enough to live on (I have done my own cash flow plan!) – and give the rest to family and friends so I can see them all enjoy it. You don’t need millions, just enough to do nice things.
Do you prefer a takeaway or meal out? What is your favourite type of cuisine?
I like both and I like to cook. Italian would be my fave, closely followed by Indian.
If you didn’t work in financial planning, what job would you like to do?
I always wanted to be a PE teacher. Now, when I retire, I would like to work within schools in some sort of child support role.
