Mortgage, Equity Release and Protection advice, without any advice fees…….ever.

I have been in Financial Services ever since I graduated with a master’s degree in 1994, spending my first seven years working in the city as an adviser for a large financial consultancy. After starting a family we decided to move out of London and I have been advising on Mortgages and Protection ever since.

I enjoy working with long term clients as well as meeting new ones. Being referred to new people has been the bedrock of building my practice, and hopefully it’s a testament to our strong relationships that many have been very happy to do so. Unfortunately, it’s a testament to me now being in my 50’s that an increasing number of those referrals are their children.

Running my own practice allows me to be flexible in a way that suites both me and my clients. I am able to provide, I believe, a more personal experience than you might experience dealing with a larger company. However, I always encourage new people to do their own due diligence, speak to some of my larger competitors and make your own decisions on who you choose as your adviser.

Importantly, the advice I give is impartial and I am not tied to any mortgage lender or protection company. I work in association with TRM, a national mortgage network, who back me with compliance support and continued training and development. This allows me to concentrate on advising you.