I started my career in financial services in 1998 starting out in insurance and insurance underwriting, holding binding authority for Lloyds syndicates at the time.  Following the insurance experience, it seemed a natural progression to expand and train as a full financial adviser and I qualified as a Financial Adviser in 2004 developing experience and expertise in pensions, investments, savings, insurance, and mortgage advice.   I remained in Financial Advice until 2007 and then took a career break to spend more time with my children. 

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In 2011, I returned to Financial Services and due to qualification changes for Financial Advisers I decided to start working within the mortgages space.  Finding a forte for mortgage advice, I began specialising in complex mortgage cases and to this day I work hard to grow my knowledge and expertise in this area.  

 

During the process of setting up Balanced Financial Services I also sat the new exams required to re-qualify as a Financial Adviser in addition to the Advanced Mortgage Advice Qualification.  I am an active member of the Personal Finance Society, and the Society of Mortgage Professionals and I hold:

 

Diploma in Financial Planning

Certificate in Mortgage Advice

Certificate in Advanced Mortgage Advice

Certificate in Equity Release

Certificate in Financial Planning

Certificate in Life & Pensions

Certificate in Insurance

 

I am proud to have been one of 3 Finalists nationally in the Personal Finance Society awards for mortgage and protection advice specialist of the year in 19/20.

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I am committed to Balanced Financial Services being the most helpful, honest and ‘non-salesy’ mortgage brokerage and I keep an eye personally, on all cases within the firm.  I am always prepared to speak to clients of Balanced, regardless which broker you may be dealing with.