Day to day, my role involves meeting clients and identifying what they are looking to achieve for their long-term goals, whether it is home ownership or a property for investment. I also talk to clients about the importance of protecting themselves and their family in any unforeseen events, as well as their household and business insurances and long-term savings goals to refer to my expert colleagues. Then, I help clients find the right mortgage and protection package for their circumstances.
Having graduated in 2001, I have spent the last 16 years within the financial services industry working for a range of Building Societies, Mortgage Brokers and Banks. I have over 11 years of Mortgage and protection advice experience.
I enjoy spending time with family and friends, socialising and raising funds for local communities as an active member of the Round Table, for fitness I enjoy road cycling.