Managing Director

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 understand how to achieve long-term financial stability. I believe this sets us apart from our competitors. We don’t just provide mortgages – we offer practical advice that can truly benefit our clients.

When I’m not working I like to exercise in the gym or go for long walks. I also love to have friends over and socialise when I can and I love to travel.

Random fact about me: I have a dance background and have been known to do the Tarantella with a tambourine at parties.

“I truly value each and every one of my clients and I see it as our responsibility to ensure they have the right solution for their needs. I take it as a huge compliment that my clients entrust the team and I again and again, along with introducing me to their friends and family.”