Providing honest, reliable and strategic advice, support
and help for any size Mortgage business.
28 years of experience in the Mortgage industry with the last 10 years as a Director and Approved Person of 4 Appointed Representative companies consisting of over 230 Mortgage and Protection Advisers and 18 staff.
A wealth of experience in acquisitions, ensuring oversight from a regulatory perspective and leading a team of regional Managers to recruit, retain and develop businesses and Advisers.
As an independent consultant I aim to listen to your questions/plans and provide advice, help and support in a bespoke way that adds value to your business.
I am happy to work alongside you in a way that suits you. This could be ad-hoc meetings, projects, ongoing support, mentoring.
Supporting many firms grow their business has given me the confidence to set up my own consultancy business, completely freelance and completely independent.
My financial services career began back in 1996 as a cashier at Yorkshire Bank, quickly moving on to become the branch Mortgage Adviser with an underwriting mandate.
In 2000, I joined Countrywide Mortgage Services (now owned by Connells group) as an estate agency branch-based Adviser in a corporate environment where targets had to be met. After four years in an Advisory role, I climbed the corporate ladder to Regional Manager, responsible for a team of 10 Advisers.
In 2011, I’d had quite enough of the corporate world and joined a local respected estate agency as their Financial Services Area Manager. The first two years were spent re-building the employed Adviser team and bringing the FS department from a loss to a profit. We changed networks from Legal & General to Mortgage Advice Bureau within the first year and began to grow the self-employed element of the business.
By 2014, I had been promoted to Financial Services Director, responsible for the recruitment and development of a management team and the growth of the self-employed division. By 2018, we had grown the business to 88 self-employed Advisers, 4 Business Development Managers, and administrative staff. The business was acquired by the Belvoir Group in November 2018. I was kept on as the Financial Services Director, and the business continued to grow to over 150 Advisers by 2024. We had fast become the largest appointed representative firm of Mortgage Advice Bureau. I had gained valuable experience in the world of corporate acquisitions and was given the oversight and responsibility as Approved Person for a further 3 acquisitions made by the Belvoir Group, giving a total of over 230 self-employed Advisers sitting under 4 AR businesses.
In the summer of 2024, I decided to step down from the huge responsibility that had consumed me for many years and took stock of what the remaining years of my working life would look like.
28 years of experience in the Mortgage industry supporting many firms grow their business has given me the confidence to set up my own consultancy business, completely freelance, completely independent, just people to help who value my advice and experience.
Starting a Mortgage business can be daunting. I can advise you on all aspects of starting up and help you prioritise and strategise your business growth plans to build a sustainable and profitable business.
I have many years of experience in supporting Mortgage firms grow their business and can help you plan steady growth and mitigate risks.
With over 20 years’ experience in recruitment of employed and self-employed Advisers, I can advise on everything from contracts to remuneration.
I can advise on implementing processes and systems to maximize profitability, reduce costs and improve efficiency.
Are you looking to sell your Mortgage business but don’t know where to start?
Are you looking to grow your business by way of acquisition?
Having the experience of both sides of an acquisition I can assist/advise on many aspects and provide support throughout the process.
Do you need help with putting together contracts for your staff/Advisers?
Do you need advice on your contract?
Financial Services contracts can be a mine field and are never written in plain English.
Having over 13 years of experience designing & implementing contracts has put me in good stead to advise you on all aspects of this tricky part of your business.
I can support you in all aspects of leadership across your business and offer a mentorship for those that want me involved in the business on a regular basis.
Have you considered what your companies values are/should be?
Do your team/staff all work towards a common goal?
Do your team/staff feel valued?
Is consumer duty embedded into your business?
What do your clients say about you/your business?
No matter the size of your business or project, I’m here to help. Get in touch today to explore how my mortgage consultancy services can support your goals and drive your success. I look forward to working with you!
