FINANCIAL PLANNING CONSULTANT
TELEPHONE: 0800 142 2953
MOBILE: 07794 083893
I have worked in financial services for over 15 years and joined Octagon Financial Services from its outset in 2012. Although I help my clients with a whole host of financial matters, I’m definitely known as the Mortgage specialist as I have vast experience in this area.
The most common criticisms my clients make of Financial Advisers they have previously used is that they (a) bamboozled them with jargon, and (b) only rang them when there was something in it for them! They are therefore delighted to find that I keep things simple and that I regularly keep in touch. My years of experience are backed-up by ongoing training and qualifications, making sure I’m always up-to-speed with new products such as Equity Release Mortgages.
When I’m not at work I enjoy spending time with my wife and children, taking walks in the countryside and occasionally sampling the local ales! I love sport and like to keep active, which usually involves running, cycling or football.
How can I help you?
All my clients have my mobile number, so they have the reassurance of knowing they can contact me whenever they need me. Life can throw any number of curve-balls at you; I can provide the advice you need, just when you need it. I help my clients by advising on:
- Residential Mortgages
- Equity Release Mortgages
- Private Medical Insurance *
- Buildings Insurance *
- Buy-to-Let Mortgages
- Life Insurance
- Contents Insurance *
- Critical Illness Cover and…
- Income Protection
Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.
LOCATION / LEICESTERSHIRE / 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