Financial Moves
W14, London
W14, London
We listen, don't judge and offer jargon-free whole of market independent financial and mortgage advice.
It's your money. You should be able to fully understand what your options are regarding your savings and assets.
We offer a free encrypted messaging service so that you are protected from scams when discussing or providing relevant documentation to us in order to help you.
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What do you love most about your job?
Helping people. Meeting clients who are now established friends as well as new clients who bring new problems to solve.
COVID has flipped things on their head, but the principle remains. Face to face has to be safe for everyone, especially the vulnerable. But where there is a will there is a way.
What inspired you to start your own business?
It was important to control my own destiny.
I have enjoyed finding and working with clients, and now their children!
Every day is different, which means that I am lucky to be never bored in my work.
I love a challenge and clients bring lots of them to the table. There is nothing more satisfying than finding the best solution and making a client happy in the process.
Why should our clients choose you?
I am trustworthy and work hard for my clients. My loyalty is to them, not to providers.
Like all professionals, finding a good one is not easy. Apart from being appropriately qualified, being a good listener and having empathy is essential. Protecting clients from scammers is important too. Criminals are becoming increasingly sophisticated.
Can you provide your services online or remotely? If so, please add details.
Yes. Skype, Zoom and use of free encrypted messaging service available to all.
What changes have you made to keep your customers safe from Covid-19?
More technology based communication and client meetings in gardens!
Independent Financial Advice
We offer a one stop shop for all things financial, with the exception of DB transfers.
Financial planning should be as flexible as possible, to adapt with your ever changing circumstances. Everything needs regularly reviewing to ensure plans remain relevant, competitive and appropriate.
Intergenerational advice provided to clients too.
Our first meeting is free of charge.
Mortgages and Equity Release
I offer independent whole of market advice to find the cheapest most appropriate mortgage scheme for the client. First time buyers and those who have forgotten the process are given extra guidance to bring them up to speed with this potentially stressful transaction.
Mortgage advice covers purchases, remortgages, further advances, second charges, buy-to-lets, holiday homes, Retirement Interest Only mortgages and mortgage prisoners.
I am a member of The Equity Release Council qualified to advise clients on Equity Release. Lifetime Mortgages can be a minefield and a good independent adviser will save you money, time and grief.
Meetings with all parties, including beneficiaries and Powers of Attorney are encouraged.
Both mortgage broking services include mortgage advice and mortgage packaging on behalf of the client to the lender. My job is to enable the client to obtain a satisfactory mortgage offer.
