Owner
CurrentIdentifying my customers specific financial needs, providing independent advice and recommending best-in-class mortgage and insurance solutions from whole of market. Supporting my customers throughout the whole process from initial enquiry to provision of financial product and/or service via liaison with all parties involved.Adherence to principles of TCF (treating customers fairly) and strict compliance to regulatory framework. 100% retention of customers, many who have been with me for over 7-8 years.