I work across the West Midlands, helping to make the purchase of a home and the acquisition of a mortgage a straight-forward stress-free process for my clients.

My service is highly personalised, with meetings usually held in the comfort of my clients’ homes or offices at times that are convenient for them including evenings and weekends. My clients, therefore, have more opportunity to relax and enjoy the excitement of this big event in their lives with the added convenience that I will work around their busy lives and schedules.

Meeting and building strong and lasting relationships with people is what I enjoy most in life.  This means that understanding my clients’ lives, and especially their hopes, dreams, plans and requirements, comes naturally to me. It also means that I will offer the best possible and most holistic advice and service.

The mortgage market is daunting, with hundreds of lenders and thousands of products available. I pride myself on doing extensive research to find and recommend the most appropriate and best mortgages for my clients, especially in situations where income types, advanced age, past credit issues or other complexities present challenges in regard to finding willing lenders with favourable products.

The market also offers a wide range of providers, and highly diverse products, for protection and insurance.  An essential part of my service is informing and educating my clients about the options that are available to them to help ensure their family’s financial and life plans will not be completely derailed by unwelcome developments like illness, accident, job loss, or even death.

I have significant experience working outside the financial services industry. This is important because it gives me great insight into just how valuable it is for an adviser to take time to explain in clear and simple language the developments at every step of the process. I always keep my clients up-to-date on what I am doing for them and also on what they themselves may need to do.

The friendly and professional team at Morgan Financial Solutions provide me with excellent back-office support and give my clients the full confidence of a large organisation that backs up and guarantees the advice and services I provide.

In my free time, I’m involved in several charities including Age UK Coventry, Stratford-Upon-Avon Rotary, and my local village hall where I’m the licensed publican for fundraising events. I also love travelling, particularly to Italy where I had the good fortune to live for a number of years, and also to the USA, my birth country.  I have dual UK and US citizenships.

I look forward to hearing from you and hope you’ll become my next client.