This could be helping people buy their first home, their forever home, or helping people plan their futures, their retirement plans or ensure their wealth is protected through Will & Estate Planning.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
My late Father, and my Mother, had a family business, Swanseal (a double glazing firm) whilst I was young; I saw the efforts and dedication that went into creating opportunities and memories for my Sister and myself. My Wife and I are now trying to do the same for our three children, and indeed trying to help our clients do the same for their families.
We have two advisers, Chris & Jasmine, as well as Lorraine our Office Manager. In addition we have a team of administrators and paraplanners who support all our advice processes.
Chris has worked in financial services since 2012, changing from a previous career in Social Care management. Starting off as a Mortgage & Protection adviser, Chris then progressed to advising on pensions & investments too. Outside of work Chris enjoys watching (and trying to still play) football; and is determined to travel to new places as much as he possibly can.
Jasmine has worked as a Will writer and Estate planner since 2018, and then progressed to advising on Mortgages and Protection in 2020. Previous to this Jasmine had a career in Care Management. Outside of work Jasmine enjoys spending time with her family, travelling to different places, and playing in her local rounders team.
Victoria is a newly qualified Mortgage and Protection Adviser with a background in social care and credit control. Her experience has helped her develop strong communication skills, attention to detail, and a client-focused approach. She is passionate about guiding clients through the mortgage and insurance process with clear, straightforward advice tailored to their individual needs. Outside of work, Victoria enjoys spending time with her family, travelling, and caring for animals.
