SPECIALISMS: Mortgages, Protection

My role involves meeting clients, understanding their current situation, and helping them find a way to achieve their goals and aspirations.

I have been providing Financial Services advice since 1996, initially advising on pensions and investments as a ‘Man from the Pru’, and thereafter working alongside estate agents and other professionals to help their clients find suitable finance to meets their needs, more recently focusing on mortgages and the associated areas of protection.

I am still trying to persuade a lender to design an ‘interest free’ mortgage (often requested by our clients!) where you can spend more of your time enjoying your sporting interests while you are young and fit enough to do so, then ‘catch up’ with your mortgage repayments later when the body has started to fall apart, but the brain still works!! I suspect that this will still be a dream when I retire, unless Carlsberg Bank opens a branch in the UK!

Outside of work, my interests include most sports, where I currently play in the Premiership of the Devon Squash Leagues, as well as keeping fit and sport on a social level including tennis, golf, and weekend cycling with the family!  I also enjoy a bit of DIY and gardening at home.

  • Certificate of Financial planning (FPC).

  • Certificate in Mortgage Advice and Practice (CeMAP).

  • Certificate in Regulated Equity Release (CeRER).

MORTGAGE & PROTECTION ADVISER
Office: 01271 346123
Home Office: 01271 861617
Mobile: 07887 661060
Email: [email protected]

Your home may be repossessed if you do not keep up repayments on your mortgage.

WHEN I WAS LITTLE I WANTED TO BE…

A fighter pilot, then an architect, then a teacher… Still not sure what I want to be when (or if…)

AT THE WEEKEND, YOU WILL FIND ME…

In the garden, cleaning the car, DIY around the house.

MY FAVOURITE PART OF MY JOB IS…

Helping people understand their options.

THE THEME SONG OF MY LIFE IS…

Coldplay – Fix you.

I AM PASSIONATE ABOUT…

Doing things properly – if a job’s worth doing…

MY DREAM DINNER GUESTS ARE…

Roger Federer (that would make Ally happy too!), Michael McIntyre.

MY SUPERPOWER IS…

Having an optimistic outlook.

MY FAVOURITE PLACE IS…

A little campsite in France, beside a beautiful lake… aaaaahh!

FIVE WORDS TO DESCRIBE ME ARE…

Enthusiastic, ambitious, sporty, caring, over-worked!

I AM HAPPIEST WHEN…

Playing sport or watching sport with my family.

Ready to talk?

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