Director & Senior Adviser
I have worked in the financial industry since 1987 and its fair to say I have witnessed the highs and lows of an ever changing market. I have learnt that you have to constantly adapt and by having clients best interests at heart/building relationships then this is key to mutual success. I have always had an open and honest approach to advising, without the stuffiness that people may associate with the industry. Yes, I do wear funky socks! I am married with 3 children so I understand the pressures of modern family life.
Finally, my likes – Games of Thrones, french films, a nice bottle of Argentinian Malbec and of course family holidays by the pool!”
Director & Senior Adviser
I have worked in Mortgage & Finance for over 20 years and continue to have a genuine passion for the industry. I really think too many advisors forget the basis of sound advice is knowing your customer and handling each case with as much thought and importance as though it is your own – that’s the secret to having a happy client! I’m proud of the long-term relationships I have built over the years – It’s a great feeling knowing you have given the best possible advice and have clients recommend their friends and family to you – that’s what drives me.
My likes …. it’s always great spending time with my son and partner as much as I can. My son and I enjoy Thai Boxing (he gets to beat up his old man!) and of course a nice pub lunch (mmm!) with the family is always lovely!
Mortgage & Protection Adviser
What our directors say .. Claire is a great example of why our team performs so well and what sets us apart. She has such a wide range of experience in the industry she always knows the best way to approach a case. Claire worked as a Building Society branch manager and has experience In a wide range of mortgages which allows her to always find the right deal for her clients. Her ability to understand and empathsise with a client goals really sets her apart and, like all our team, we are proud of the glowing feedback we get from client on her service.
What Claire says … I really enjoy spending my spare time with my family – I have 2 little boys who like to be active, so we spend lots of time going swimming, playing tennis or being outside walking and climbing trees. I also enjoy nights out with the girls, having drinks and dinner or watching a film.
Senior case progressor
What our directors say … Diane has a world of experience and having previously worked as an underwriter herself she knows exactly how to best deal with lender enquiries and make sure that our client’s applications are processed quickly and efficiently. Diane is a keystone to the company and makes sure that the stress of dealing with an application is taken off the shoulders of our clients, Diane is an absolute dynamo and relentless in making sure that all our cases reach offer stage as quickly as possible.
Diane’s Likes … I like spending time with my 3 daughters baking cakes and we love to go swimming together, I also love to spend time with my friends with their children and my daughters it gets loud and very messy but always fun. Last but by no means least My husband, daughters and myself love to watch a film at the weekend have a pizza and order a cake-a-way!!
What our directors say … Cheri has a wide experience in case processing and customer service and has a genuine passion for making sure each case progresses as smoothly as possible. Whether speaking with lenders, chasing documents, answer solicitor enquiries or speaking with clients to give an update, Cheri always goes the extra distance to make sure she gives the best service possible. Diane and Cheri really make a great team in progressing cases for our clients
Cheri’s Likes … ‘I love to spend time with my partner and our three young children – going for days out, long walks, and spending time with our family and friends but best of all is enjoying a family holiday on a beach somewhere lovely and warm. I also love to catch up with my friends over a bottle of wine and I like to keep fit and healthy and have recently discovered a love of Pilates.’
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