Having worked for a large corporate finance house before setting up Sterling Financial Services in 1997, I have guided Sterling Financial Services using my strict policy of honest ethical advice without the need for jargon. We have an enviable reputation in the industry of providing sound financial planning which has seen the company grow from strength to strength.
My main areas of business are Mortgage/ Protection and Wealth Management, and I am currently working towards Chartered Financial Planning status.
I have 20 years financial services experience and started my career in financial services as a group pension administrator, then progressed to adviser. I mainly specialise in mortgages: residential, buy to let and new developments. I am currently studying towards Diploma in Financial Planning.
I assist the mortgage advisers with the processing of mortgage applications. I ensure the lenders have all the documents that they require to enable them to issue the mortgage offer in a timely manner.