I have worked in financial services since 1994.
Leaving school at aged 16, I began my career at Midland Bank and since then I have worked for numerous high street banks and lenders - often being head hunted into managerial posts. In addition to lenders, I have also worked for various master brokerages, specialising in mortgage packaging and secured loan lending.
I am delighted to be a Director of Yorkshire Financial Services Ltd and feel proud of all we have achieved as a company. We built the original company on confidence, back in 2006 and have grown from strength to strength on trust. Our reputation is second to none and treating our customers fairly is what we do.
There is a saying in forensic science called ‘Lockhart's Theory’ where the basic principle is that “every contact leaves a trace”….. I believe that everything we do for our clients has a huge impact on their lives and leaves a footprint. After all, we help make things just that little bit better, which is why our clients refer their family and friends to us.
The feeling I get when I read the heartfelt and sincere feedback and comments from our satisfied clients is the best feeling in the world – making the long and stressful hours all worth while. Now how many other people can say that about their jobs!?
I began my career in the financial services industry in 2003 where I studied, trained and worked as a Paraplanner for a busy Financial Adviser firm in Huddersfield. It was whilst working there I qualified as a Mortgage Adviser and successfully attained my CeMAP qualification.
I have worked as a Mortgage and Protection Adviser now since 2007, offering mortgage and protection advice to clients all across Yorkshire.
I feel extremely proud to be part of a team that has grown year on year, from strength to strength and whose reputation is everything!
I love working within a family run business, where we often help our clients move in to that “dream home” and protect our clients should the worst happen with the protection options that we have to offer.
In my spare time, I enjoy socialising with friends, travelling and playing football. I am a Huddersfield Town Season Ticket holder and coach the local kids football team in my home village.
Before beginning my career in the Financial Services Industry in 2006, I worked for two of the largest and busiest Solicitors in Doncaster. It was during this time I gained lots of experience and a great deal of knowledge in the area of Conveyancing.
Having joined the original company, Total Finance Options on day one I have been swiftly promoted from Office Junior to Mortgage Administrator, then Client Account Manager to Practice Manager, where my responsibilities included overseeing the day to day accounting procedures, managing the administration staff, processing mortgage and protection applications and policies, to liaising with lenders, providers, surveyors and solicitors, overseeing all applications and enquiries from the initial adviser meeting, through to completion (and beyond).
As a Director and adviser of Yorkshire Financial Services I now split my time between managing the busy processing office and advising my clients - offering impartial mortgage and protection advice. I take great pride in guiding my clients from their initial enquiry of finding out how much they can borrow to managing their application from offer acceptance to the day they get their keys.
I am extremely proud of what we have achieved in building Yorkshire Financial Services. We have built a team that offers excellent and exceptional levels of client care. To receive thank you letters, phone calls and client feedback letters from all our happy and satisfied clients gives me a great sense of achievement. I am so proud to be part of a successful and reputable company, that was built on confidence and has grown on trust.
I’ve worked in the Financial Services and Estate Agency industry for over 20 years now and I can honestly say I’ve loved every minute of it! Throughout my career, I’ve worked for numerous national organisations. I started off working for the Leeds and Holbeck Building Society, as a Banking Adviser. I was then fortunate to be offered a position at Halifax Bank, as a Customer Banking Adviser. I’ve also worked for APS Estate Agents and more recently Your Move Estate Agents.
All of my positions have been customer service roles and this is where I feel “at home”. I thrive on providing excellent customer care and establishing and maintaining business relationships. I’m driven by always going above and beyond.
I’ve always been of the opinion that it’s paramount to treat clients as I would expect to be treated myself – there is a caveat to this, insofar as I love to over deliver!
I’m enthusiastic, friendly and dedicated to turning negatives into positives.
I have many years experience in the finance industry and retail banking, having worked for Allied Dunbar, National and Provincial and Lloyds TSB. During my time at these national companies, I have gained invaluable customer service skills and a vast knowledge of the market. All this experience has been extremely useful in my role as Mortgage Administrator at Yorkshire Financial Services and I love what I do. I thrive on talking to clients and helping them meet their needs and exceed their expectations of the company.
Outside of work I enjoy spending time with my young family and socialising with friends.