‘Friendly, knowledgeable, goes the extra mile and much more working way beyond 9 to 5 and weekends and when appropriate enjoys some banter too!’
I have been an independent adviser since starting my career in financial services in 1986 and still have the drive, determination and enthusiasm to assist clients new and old to achieve their dreams to enjoy their lifestyles releasing funds from their properties, buying & selling their homes or holiday homes as well as building property portfolios. I have also helped the same clients protect themselves in troubling times when their health fails or sadly loved ones die through ensuring they have the money to continue living comfortably. All the products I offer are the most cost effective available having been sourced from the whole of the market bespoke to client’s short & long term needs. I also protect client’s and their family’s wealth in my role as an estate planner too.
I am based at Wythall near Solihull and carry my duties out professionally and with a smile!
FPC, MAQ, ER1
Mortgages ( residential, buy to let, let to buy, holiday lets, commercial ), Lifetime mortgages for Equity Release & purchases. Protection including all types of life assurance, critical illness, short and long term income protection plans. All types of household & commercial insurances. Later life products including wills, trusts, lasting power of attorney and funeral plans & I can even set up post or pre nuptial agreements!
I am happy to arrange face to face meeting with clients nationwide when preferred and equally happy to conduct business by telephone, remotely via Gmail, Skype, Zoom, or WhatsApp. I don’t work 9 to 5, I’m always working! I can be contacted evenings or weekends and I even answer phone calls and emails when on holiday home or abroad, honest! Everyone thinks I’m crazy but I like to stay up to date attending to client’s needs aided by my professional friendly administrators.