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Senior Mortgage, Protection & Later Life Advisor
A highly experienced financial services professional with a career spanning over four decades since 1979, having held a number of senior management positions within the industry.
Holds the DipPFS qualification and additional certifications from the Chartered Insurance Institute (CII), including Mortgage Planning (MP) and Equity Release (ER).
Specialises in sourcing tailored solutions across mortgages, protection, buy-to-let, and equity release, with particular expertise in complex or hard-to-place cases. This includes supporting clients with adverse credit histories (such as CCJs), expatriate circumstances, complex buy-to-let portfolios, and later-life lending requirements.
Committed to delivering a personalised service, taking a proactive and thorough approach to ensure clients are matched with the most suitable products for their individual needs.
Extensive experience working with high-net-worth individuals, providing clear, informed guidance in often complex financial situations.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT YOU MAY BE EXTENDING THE TERMS OF THE DEBT AND INCREASING THE TOTAL AMOUNT YOU REPAY.