I have been providing mortgage and protection advice since 2004 while adding financial planning advice to my portfolio in 2009.
I am proud to say that I was one of the first advisers in the company to achieve diploma status towards the end of 2011.
I pride myself on building close personal relationships with all my clients across the West Midlands, Staffordshire, Derbyshire and Worcestershire. This is evident by the fact that over 70% of my business comes from existing client referrals.
I wish to make a notable difference to my clients lives – whether it’s planning for retirement, planning in retirement, providing the mortgage for that new dream home, making sure that loved ones are adequately protected or just wishing to save for a rainy day.
As a proud financial consultant working within the Financial Associates family, I have the ability to advise and implement tailor-made financial products to suit every individual client’s needs along with ongoing after-sales servicing levels that are amongst the best in the industry.
I look forward to meeting you soon!
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
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