Experience

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  Stewart Mortgage Services Ltd

  • Inverness, UK

  • Owner

    • Aug 2017 - Present
    • Inverness, UK

    Stewart Mortgage Services Ltd is an Inverness based company offering mortgage and protection advice and general insurance products. With over 24 years experience in the industry we like to take the time to get to know our clients, understand their main priorities and objectives so we can tailor the right product specifically to you.YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGEStewart Mortgage Services Limited is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Conduct Authority

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  BNI Highland

  • Inverness, United Kingdom

  • BNI Member

    • Oct 2017 - Sep 2021
    • Inverness, United Kingdom

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  RBS

  • Personal Mortgage Adviser

    • Apr 2015 - May 2017

    My job as a Personal Mortgage Adviser with Competent Adviser Status involved meeting with a wide range of clients from first time buyers through to experienced property developers with the aim of conducting a Fact Find to establish their future plans and priorities and then recommend a mortgage product best suited to meet their needs and referring them on to other specialist areas where the need is identified.I enjoy working in a busy office building relationships with staff and customers, creating long term relationships by providing excellent customer service.

  • Customer Adviser

    • Oct 1992 - Apr 2015

    Within my role as Customer Adviser I met with customers on a regular basis to carry out customer reviews where I identified needs and helped them make plans to achieve goals and fulfil ambitions by providing Bank products best suited. I had a proven track record of achieving and exceeding targets and adhered to compliance and service standards whilst maintaining excellent customer service. I actively contacted customers who did not regularly come in to the branch to explain the benefits of the service we offered and encouraged them to take the time to review their finances.