Areas of expertise
My career in the Financial Services industry began upon leaving school in 1999 when I joined the Yorkshire bank as a cashier. Whilst there I was able to complete my mortgage exams and became a mortgage adviser in 2004 in the Sheffield area. After a couple of years, I left to join Omega Wealth & Finance as an Independent Broker and by 2009 became a Director in the business.
My current role involves arranging and looking after all types of Residential and Buy-To-Let mortgages as well as advising on protection options. This helps to ensure that a client is protected should the unthinkable happen or should they be unable to work due to illness or injury. I also regularly deal with self-employed cases and complex income structures. In addition, I have been able to take my Equity Release examination which allows me to advise on Lifetime Mortgages.
In my personal life I am a very sporty individual, playing football, golf, badminton and running regularly. I enjoy music and with this in mind I like to attend concerts and festivals.
Financial qualifications & expertise qualifications & awards:
Financial advice is about so much more than money. To me it’s about helping my clients achieve the future they want for themselves and their families. Helping you realise financial security and put your hard-earned money to work is what drives me as a Sandringham Partner.
During my time as a financial adviser, I’m proud to have helped people from all walks of life. A common misconception is that advice is reserved for the wealthy, but you don’t have to have millions in the bank to benefit. I’ve helped people from diverse backgrounds and professions reach their goals. It’s a big part of why I love what I do.
We can’t predict what life has in store for us, for better or worse. But we can prepare ourselves. If you become unwell and can’t work, you may not be able to pay your bills and your family could be left in financial difficulty. I can help you create a protection plan that might include income protection, life cover and critical illness cover. Knowing you’ve taken out financial protection to take care of things could mean one less worry for you and your loved ones.
Buying a home is likely to be the biggest purchase you’ll ever make. It’s a big step and could be much easier to take if you’re well-informed and get some good advice. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home, I can help you find the mortgage that suits you best. And working with a range of carefully selected lenders, I could help to improve your chances of being accepted knowing which lenders are most appropriate for your circumstances.
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Suite 15
The Media Centre
7 Northumberland Street
Huddersfield
HD1 1RL
Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).
