TELEPHONE: 0800 142 2953
MOBILE: 07725 308299
Having worked in financial services for 27 years, I feel justified in calling myself a seasoned professional! My background includes having worked as a Financial Adviser as well as holding a number of management positions. With such strong industry knowledge and professional training, I’m able to support my team by making sure everything runs smoothly behind the scenes, leaving them to concentrate on doing what they all do best – looking after their clients.
When I set-up Octagon Financial Services in 2012 I knew the key to success would be to surround myself with a team who shared my values; not people who simply paid lip-service to them, but who live and breathe them. And that’s exactly what I have. We all believe in putting the customer first and for us this means we always do what’s right, not what’s easy.
I’ve been married to my wife Sarah for 29 years and have a daughter, Rebecca. I enjoy playing competitive tennis and am part of the Sheffield & District league. I’m also a huge Leeds United fan and have supported them for over 45 years! As one of the Octagon Advisers is a Forest fan, you can imagine we have some interesting discussions!
How can I help you?
You can feel free to contact any of our Advisers directly, but if you’re not quite sure what type of advice you’re looking for you can get in touch with me first; I will ask a few questions about your particular situation and can then recommend the Adviser who I think will be best placed to give you the help you need. We can advise on any of the following:
- Life Insurance
- Income Protection
- Residential Mortgages
- Key Person Insurance
- General Insurance *
- Estate Planning
- Private Medical Insurance *
- Retirement Planning
- Buy-to-Let Mortgages
- Private Pensions
- Company / Group Pensions
- Critical Illness Cover
- Auto Enrolment / Workplace Pensions
- Equity Release Mortgages
- Inheritance Tax Planning
- Wills & Trusts
- Lasting Power of Attorney
Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.
LOCATION / NOTTINGHAMSHIRE
* Octagon Financial Services Ltd act as a credit broker not a lender.
AN EQUITY RELEASE PRODUCT WILL REDUCE THE VALUE OF YOUR ESTATE, WILL NOT BE SUITABLE FOR EVERYONE AND MAY AFFECT YOUR ENTITLEMENT TO STATE BENEFITS. TO UNDERSTAND THE FEATURES AND RISKS PLEASE ASK FOR A PERSONALISED ILLUSTRATION.
- Check that this mortgage will meet your needs if you want to move or sell your home or you want your family to inherit it. If you are in any doubt, seek independent advice.
- Our fees and charges vary depending on the Services we provide to you. We charge a fee of up to £1000 payable at the outset. Our typical fee is £750.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. OUR FEES AND CHARGES VARY DEPENDING ON THE SERVICES WE PROVIDE TO YOU. WE CHARGE A FEE OF £595.00 WHICH IS NON-REFUNDABLE AND PAYABLE AT THE OUTSET. WE WILL ALSO BE PAID COMMISSION FROM THE LENDER WHICH WILL BE DISCLOSED TO YOU.
THE FINANCIAL CONDUCT AUTHORITY DO NOT REGULATE MOST BUY TO LET MORTGAGES