MEET THE TEAM

I’ve been in the financial services industry since 1987. Before forming MB Associates I worked with major brands, including Countrywide and Legal & General, advising clients on mortgages and protection. I also offered advice on investments, pensions, inheritance tax planning and wills and trusts. Since moving to new premises in Cheam in 2001, I’ve specialised in mortgages and protection, while still working closely with my trusted business partners who offer clients wealth management, legal and tax advice. I’ve always encouraged my clients to adopt a holistic approach to their finances. I feel it’s important for them to fully understand why a certain mortgage product best suits their needs and how to achieve long-term financial stability. I always try to encourage all clients to take control of their finances and I believe this sets us apart from our competitors. We don’t just provide mortgages or protection – we offer practical advice that can truly benefit our clients.