Royal Leamington Spa
Company built up with experienced Independant Mortgage and Protection Advisors, Independent Financial Advisors, looking at Investment and Pension Advice. Customers always being our priority, building the business on reputation and recommendation.
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What do you love most about your job?
Interaction with customers, having quality conversations that make life easier for them to look at options available to them in the financial world.
What inspired you to start your own business?
An opportunity after being made redundant from one of the biggest banks came along and I grabbed it wit both hands, I wanted to continue to support customers with their plans with property now and in the future .
Why should our clients choose you?
I do not over complicate things and take responsibility to keep my promisees, with contact and solutions to meet their needs. I will always do what is best for you, not me.
Can you provide your services online or remotely? If so, please add details.
What ever your preference is, let me know. We can talk on the phone, we can have a Zoom call, so that sometimes you may not need to leave the office or your home.
What changes have you made to keep your customers safe from Covid-19?
The digital world is growing at pace and I keep up to speed with this, so no face to face need, however I know there are customers that will need face to face and their safety is a priority, so all guidelines are followed to keep me and you safe.
Mortgages & Protection
One to One professional consultation, over the phone or Face to Face regards any questions you may have, before making an offer or making a decision on your new or first home purchase. Looking at further borrowing for home improvements or debt consolidation etc, re mortgage to secure a new rate. Also second charge mortgages, equity release (age 55 or over) or a Buy to Let property for investment purpose. Review you existing protection is sufficient for your need, or looking at new protection, Life Protection, Critical Illness Protection and Income Protection.