PRINCIPAL ADVISOR who has gained financial services experience within a variety of roles. Currently involved with Financial Services Products including Mortgages, Life Insurance, General Insurance, Wills and Trusts. Carries out fact finds and affordability calculators and fraud prevention tasks are done for every client. Ensures client security, credit worthiness. Achieves relations with key Stakeholders, HNW Clients, expanding his portfolio to including relations with, Insurance & Mortgage Companies, Accountants, Solicitors and Estate Agents to make him run a successful business. Looking for an opportunity to expand, his intention is to progress even further in the mortgage field; with having in mind to develop eventually into the Wealth Management arena.
Certificate in Mortgage Advice & Practice - CeMAP (CAS Status).
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