As an accredited team of industry experts, we have professionals stationed in a range of locations throughout Teeside & Yorkshire. We help clients of all ages and backgrounds, as we understand the difficulty that the complicated property market poses. Find your nearest advisor in the list below.
I went into financial services starting as a cashier shortly after leaving school. I worked my way up from customer adviser to counter support manager then to complaints manager. I realised I wanted to make more of an impact to people’s finances than just spending short amount of time with them answering queries so completed my certificate in retail banking conduct of business to them become a banking consultant. After doing that I decided to study to complete my Cefap exams to become a protection specialist. Retail banks then took away their in-house investment and protection advisers but I was already studying to gain my cemap qualification and have since used this qualification helping clients with all of their mortgage and protection needs for Lloyds banking group within the Halifax branches. One of my biggest passions is finance and mortgages. I am also considering completing my diplomas in the qualifications I already hold to expand my knowledge.The approach I have is although professional I have a genuine and down to earth approach. Keeping things simple and ensuring all clients are comfortable and at ease with the huge dream I am helping them achieve. In my spare time I enjoy socialising with my friends and family because they are the most important thing to me. I love to travel and see new places in the UK or the other side of the world. I also thoroughly enjoy going to the cinema and just watching movies in general even if they aren’t something I would usually choose!
I have worked in the financial services sector for 10 years, continuously developing and furthering my knowledge and qualifications in finance, being one of the first people in the country to complete the Diploma in Financial Advice. I have personal interest in all areas of investments and mortgages and continue to grow my own buy-to-let portfolio along with a range other successful investments, therefore being able to share my knowledge and expertise allowing many of my clients to go on and achieve the same success. As I am a current serving member of the Royal Air Force I predominantly specialise in assisting serving and ex Armed Forces personal in securing properties and protecting their future needs. Having a wife and two young children I have limited spare time however I am a keen runner and cyclist and compete for Great Britain at Duathlon all over the world. I also enjoy climbing, walking and generally the great outdoors. If you are looking for trustworthy advice with unquestionable professionalism, please contact myself and I will be happy to help.