Experience

Beechwood Mortgages

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage and Protection Adviser

  • Nov 2020 - Present

  I am responsible for advising and arranging mortgages and protection from initial application right through to completion. I have a long track record of providing the best possible mortgage advice and work hard to ensure that any applications run as smoothly as possible. I am responsible for advising and arranging mortgages and protection from initial application right through to completion. I have a long track record of providing the best possible mortgage advice and work hard to ensure that any applications run as smoothly as possible.



Embrace Financial Services

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Consultant

  • Aug 2014 - Oct 2020

  I worked as a Financial Consultant offering advice on a comprehensive range of mortgages from across the market and Aviva protection policies. I work alongside Davis Tate estate agency which is a successful Estate Agency with 13 offices in and around Reading. I covered offices in Goring and Pangbourne. I worked as a Financial Consultant offering advice on a comprehensive range of mortgages from across the market and Aviva protection policies. I work alongside Davis Tate estate agency which is a successful Estate Agency with 13 offices in and around Reading. I covered offices in Goring and Pangbourne.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mortgage & Protection Manager

  • Jun 2008 - Aug 2014

  Since joining HSBC, I have become the senior Mortgage & Protection Manager in the 5th largest branch of HSBC in the UK. I am a well liked, approachable and trusted member of staff who is particularly good at dealing with complex enquiries. I enjoy meeting new people and take a genuine interest in my customers needs which, combined with my in depth knowledge, means that customers leave with a very good impression of the Bank. Since joining HSBC, I have become the senior Mortgage & Protection Manager in the 5th largest branch of HSBC in the UK. I am a well liked, approachable and trusted member of staff who is particularly good at dealing with complex enquiries. I enjoy meeting new people and take a genuine interest in my customers needs which, combined with my in depth knowledge, means that customers leave with a very good impression of the Bank.



Options Mortgage Services

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Adviser

  • Aug 2005 - Jun 2008

  At Options IMA I worked as a Mortgage Adviser on a self employed basis and was responsible for generating the majority of my business through customer referrals. As a Whole of Market company I had to be adept at keeping up to date with the changing market place, lenders, new and changing products and their criteria to always pass on the best product to my client. As a satellite packager I gained an in depth knowledge of the adverse market and the underwriting process. At Options IMA I worked as a Mortgage Adviser on a self employed basis and was responsible for generating the majority of my business through customer referrals. As a Whole of Market company I had to be adept at keeping up to date with the changing market place, lenders, new and changing products and their criteria to always pass on the best product to my client. As a satellite packager I gained an in depth knowledge of the adverse market and the underwriting process.



Crown Financial Consultancy

• London, United Kingdom

• Mortgage Adviser

  • Jun 2004 - May 2005

  I was brought into Crown Financial as a mortgage administrator to ensure that mortgage applications went through as quickly and smoothly as possible. Within a month of starting this role I was promoted to trainee mortgage adviser. Within two months of being promoted I was giving full mortgage advice and meeting with clients. I was brought into Crown Financial as a mortgage administrator to ensure that mortgage applications went through as quickly and smoothly as possible. Within a month of starting this role I was promoted to trainee mortgage adviser. Within two months of being promoted I was giving full mortgage advice and meeting with clients.