Senior Financial Adviser
I joined the industry in 1989 and joined Financial Associates in 1999. Client service is now more important than ever – mortgages, financial planning, protection of income and family.
No level of service is ever good enough and therefore the challenge is to continually improve and make it ever more relevant to my clients. Professional, honest and relevant advice is the goal I aim for.
Every morning I wake up with the excitement of knowing that I will today help and advise long standing clients and meet new people referred to me – this is what makes the job so fantastic.
I dealt with David and Anne on an equity release for my Mothers property. It was a complex case but we were kept up to date at all times and were really happy with the advice and support received
Feedback from a Client seeking Equity Release advice
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