I provide an independent, bespoke, mortgage and later life lending (equity release) advisory service to discerning clients within the Exeter, Teignbridge and Torbay area building my business from referrals.
To ensure a full all-round service, I also provide a protection advisory service to run along-side any lending required.
I pride myself in providing a proven, consistent excellent service and through this I aim to build my portfolio of clients through referral business.
I also have a proven excellent track record in relation to Risk, ensuring the service I provide is not only right for my clients but is in keeping with regulation and compliance.
I have an excellent relationship with my clients, many of which have been built up over a number of years and as I know them extremely well, enables me to provide a honest and realistic approach and provide products which are right for them.
I have attained the R05 qualification in Protection and the R01 qualification, Financial services, regulation and ethics. I have also attained the CF6 Mortgage Advice, via the Charted Insurance Institute which means I have acquired the Certificate in Mortgage Advice. I have completed the Certificate in Equity release qualification.
The Minster Partnership can also provide a full investment and pension service, just let me know if this is of interest and I will ask a member of the team to contact you.
FCA number: 745901