About

A little about us...

My aim is simple and that is to provide a professional and personalised service when it comes to dealing with your Borrowing and Protection needs.

Having joined a High Street bank soon after leaving College I have worked in Finance now for some 25 years and have gained a wealth of experience in both the Personal and Commercial sectors.

 My Banking days taught me the value of ensuring that basic service principles are met and by that I mean tasks as simple as returning phone calls promptly and delivering on any promises that I make.

 I am acutely aware that some of the products that I source can be no different from that of any other Consultant, so it is only in the way that those products are delivered to you that enables me to keep doing what I do.

The percentage of people that I look after are busy with work and family life and value the fact that I can spend the time in finding the right solution for their particular needs, look after the process from beginning to end and more importantly trust my judgement. I will come and see you at a time and place that is convenient to you and will make whatever you are looking to achieve as simple and straightforward as possible.

Most people that I help come to me having been introduced by existing Clients and that gives me the comfort that the level of service that I aim to deliver is being accomplished.