This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Having been in the financial services industry for over 7 years I have extensive knowledge and am committed. I began my career as an Apprentice Administrator for a very successful Financial Services company, I was then promoted to Practice Manager within the same company where I developed my passion and expertise to become an Adviser.
My dedication and commitment to the industry has enabled me to gain invaluable experience in meeting clients’ mortgage and protection needs and I also have extensive knowledge of the process from various levels within the industry.
I have a particular passion for working with First Time Buyers and strive to complete more complex cases. I receive significant satisfaction when these cases complete.
I strongly believe in taking the time to get to know my clients individually and on a more personal level. This leads me to have a great understanding of what is important to them, and, by doing so, by the end of the process I can refer to them as a friend!
Personally, I feel the key to being an effective adviser is having the ability to listen to and connect with clients to tailor my approach and services to their needs.
I can provide tailor made Whole of Market advice on the following areas: Mortgages, Life & Critical Illness insurance, Income protection, Family Income Benefit, Buildings & Contents Insurance & business protection insurance.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.