I’ve worked in financial services since 2004, qualifying as a Mortgage & Protection Advisor in 2005 (CeMap) and as an Equity Release Advisor in 2009 (ER1). After working with 3 different IFA firms I took the plunge and set up my own firm in April 2019. My professional approach and strong customer focus means that the mortgage and protection advice I offer complements Dylan Davies’ services, providing a fully in-house and tailored solution for each client, and I’ve enjoyed working closely with them since 2015.
When I’m not doing that I love going to live music gigs – everything from Van Morrison to The Stereophonics – travelling and reading; I’ll read anything from Jane Austen to Ian Rankin, but find it hard to put a novel down once I’ve started it, and have been known to skip a night’s sleep just to finish a book.
