I made a career change in April 2018 to improve my work-life balance. With relevant skills from previous roles, I became a mortgage and protection consultant helping clients with all areas of mortgage planning, from first-time buyers all the way through to limited company portfolio landlords.
Although I enjoyed helping my clients with their mortgage and protection needs, my goal had always been to become a regulated financial planner. Finally, after nearly 3 years of training and exams, I passed my last qualification in January 2021.
I met Tom as a mortgage broker working together helping the same clients on a couple of occasions. I always felt we shared a similar ethos, building strong relationships with our clients and putting them first. I had also been impressed with Christopher Little & Co’s processes and their modern way of working, so, following my qualification in 2021, when Tom asked me to join the team it felt like the perfect fit.
Day to day is spent mostly speaking to and meeting with clients, understanding their needs and creating robust financial plans.
When I am not working with my clients I continue my professional development, improving my expertise and staying up to date with changes in legislation.
Currently, I would consider myself as a financial planner specialising in mortgages and financial protection.