Mortgage & Protection Adviser & Equity Release Adviser

I’ve been involved in financial services for over 30 years, having worked for a high street building society for 25 years as Branch Manager and then as Underwriting Manager before becoming a financial consultant nearly 10 years ago.

Having worked for one of the UK’s largest financial institutions, I understand lenders’ criteria, which enables me to ensure that the process runs as smoothly as possible for my clients. Born and raised in Surrey, I also have an in-depth understanding of the local property market and over the years have worked closely with many estate agents in the area.

In addition to my role as a Mortgage & Protection Adviser, I also offer equity release and later life borrowing advice to clients seeking financial solutions for a rewarding retirement.

When I’m not at work, I’m a keen gardener and grow my own fruit and vegetables – I’m very proud of my peas and potatoes! I’m married with three children and six grandchildren, which keeps me very busy. When I’m not running around after my family, I enjoy walking my two Staffordshire bull terriers.

Random fact about me: I once got a star review in a local paper for my debut acting role in a play with my local amateur dramatic group.

“I think the most important aspect of my role is understanding; listening to my clients, identifying their needs and appreciating the fact that this is the most important thing they are dealing with, so that I can aim to make the whole transaction as smooth as possible for them.”