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My experience in the Financial Services industry extends for over 25yrs, mainly within Lloyds banking Group where I provided customers with advice on mortgages and protection plans aswell as holding various managerial roles. More latterly, I’ve been advising in the equity release market since 2021.
Is knowing that I’ve been able to meet client needs and ambitions in a personal and professional manner - this is my day-to-day motivator. Having an independent whole of market approach enables me to consult with you best, which could be via phone, video or face to face meetings.
All my clients have personal and individual needs. One important client I assisted was where I support a lease extension on her property - thus being long enough to meet lenders qualifying criteria. Once in place, she modified her home and visited her sister in Australia for the first time.
I enjoy travel and most sports with a season ticket for Watford FC. I’m a fair-weather gardener (becoming more successful each year!) and live in Hertfordshire with my wife and two children. Our interest is travel – with an ambition to visit as may European capitals as possible and World Cups.