I began my financial services career in 2005, having worked for various high street banks and gaining lots of experience in mortgage and insurance related products. More recently, I’ve been helping customers achieve their life-long goals and have enjoyed providing whole of market equity release advice since 2014.
I'm passionate about delivering excellent customer service and tailoring a product to suit client needs. I find it extremely rewarding to see customers spend their hard-earned money on the things that are important to them. For some, it can be life changing and to see the outcome of that is very fulfilling.
I have accomplished many objectives during my career that I'm proud of. I constantly target myself to learn new things and accept new challenges. I pride myself on having a great understanding of the financial industry, ensuring I retain my knowledge to a high standard to provide the best service for my clients.
I live near Wakefield and lucky enough to have access to scenic cycle routes, in and around Yorkshire, I’m always keen to travel to new destinations and learn about what different countries have to offer. I'm a keen DIY enthusiast and always have some kind of up-cycled craft project on the go!