I am an Independent Protection Adviser who specialises in advising personal and businesses clients. Recent studies have suggested the UK to be underinsured by £2.4 trillion (source FT adviser). My role is to ensure that should the worst happen, families and loved ones are financially secure and businesses are left in a position to survive and continue to thrive financially.
I previously worked for NatWest in a number of different client facing positions, with the last 11 years spent as a Senior Business Financial Planning Manager advising business owners in the SME market. I was approached to join the team at Prospect Tree in 2012 and I am now delighted to be able to provide both business and personal clients with totally independent bespoke advice, sourcing appropriate products to meet their needs from across the whole of the marketplace.
Outside of work I am married to Debbie and have 3 daughters. If I am not walking the dogs or spending time with my family, I will be out with friends haring down trails on my mountain bike or out on my road bike taking part in “non competitive” sportive events.
YOU VOLUNTARILY CHOOSE TO PROVIDE YOUR PERSONAL DETAILS VIA THIS WEBSITE. PERSONAL INFORMATION WILL BE TREATED AS CONFIDENTIAL BY US AND HELD IN ACCORDANCE WITH THE DATA PROTECTION ACT 1998. YOU AGREE THAT SUCH PERSONAL INFORMATION MAY BE USED TO PROVIDE YOU WITH DETAILS OR SERVICES IN WRITING OR BY TELEPHONE. EMAIL COMMUNICATIONS ARE NOT SECURE AND FOR THIS REASON PROSPECT TREE MORTGAGES CANNOT GUARANTEE THE SECURITY OF THE EMAIL, ITS CONTENTS OR THAT IT REMAINS VIRUS FREE ONCE SENT.
The information provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.
This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Prospect Tree Mortgages Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 748350. Prospect Tree Mortgages Ltd is Registered in England and Wales under reference 10112043 Registered Office Address: 10 Chestnut Avenue, West Wickham, Kent. England BR4 9ES