Areas of expertise
I began my journey within the Financial Services industry working in the Banking sector. Upon leaving school in South Yorkshire, I joined the Yorkshire Bank and was able to work my way up from Bank Clerk to Commercial Manager in Business Banking.
Following this, around 30 years ago I relocated to East Yorkshire and left the bank to set up a Financial Services Brokerage at the turn of the century in which I was joined by Neil Davey.
Being fully trained by the bank in aspects of lending, client management, credit risk and securities means that I bring knowledge and expertise to structuring deals for commercial clients as well as years of experience in proposing these cases to lenders of all types. I’m part of a lending team that covers all areas of commercial and mortgage finance, offering a holistic approach to meeting your objectives.
Outside of work I am a lover of sports, particularly football and both codes of rugby. I have also enjoyed the opportunity to become a fully qualified Rugby Union and Rugby League coach.
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.
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).
