My aim is to provide financial advice to clients –

in a straightforward and uncomplicated way.

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Everything starts with an initial consultation where we discuss what you need, whether it's an agreement in principle for a mortgage to buy that new home, a review of an insurance policy to safeguard your family's future, the release of equity so you can put a deposit on that buy-to-let property or anything in between. I will look into your affordability and establish a budget and what you can realistically afford. From that point, I use every means at my disposal to find the right deal for you and your needs. I'll then put that deal to you - not using acronyms or jargon but with simple language that lets you know in clear terms what that deal will do for you. I can source mortgage deals and insurance policies from an extensive roster of products and companies. I provide a quote so you know ahead of time what you're signing up to and given that I have access to exclusive deals courtesy of my contacts in the sector, I'm sure you'll be walking away with a smile on your face.  I cater to clients throughout the UK and are carrying out an increasing number of appointments out over the phone. I can even recommend a solicitor or surveyor should you need one.