Charlie Baker
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Charlie Baker Email & Phone Number

Director at Balanced Financial Services Ltd at Balanced Financial Services Ltd
Location: Greater Norwich Area, United Kingdom 6 work roles 3 schools
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Role
Director at Balanced Financial Services Ltd
Location
Greater Norwich Area, United Kingdom
Company size

Who is Charlie Baker? Overview

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Quick answer

Charlie Baker is listed as Director at Balanced Financial Services Ltd at Balanced Financial Services Ltd, a with 4 employees, based in Greater Norwich Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Charlie Baker.

Charlie Baker previously worked as Owner at Balanced Financial Services Ltd and Sales Manager at Commercial Trust Ltd.. Charlie Baker studied at Costessey High.

Company email context

Email format at Balanced Financial Services Ltd

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Balanced Financial Services Ltd

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Profile bio

About Charlie Baker

Owner/Director of Balanced Financial Services Ltd - Independent, whole of Market Mortgage Broker.With 20 Years in the financial services industry, I started Balanced Financial Services with one primary goal, and that was to provide a different kind of mortgage advice from that which I have seen in my years in other firms. As a result I have focused on different areas of Mortgage Advice and these are:In depth knowledge and understanding of lender criteria, and where lenders may be willing to 'flex'Good relationships with lenders and BDM's based on mutual respectChallenging Lenders where appropriate when cases are declined (I have had great success with this)Supporting applicants from beginning to end, including the post application processes. Great customer service isn't an achievement, its a minimum standard. As a result of focusing on getting things right, rather than volume, 90.2% of applicants who approach Balanced Financial Services, receive a formal mortgage offer and this includes complex and specialist cases.Happy to connect with all kinds of professionals, but please note I am currently not in need of lead generators, client generators, SEO services or social media/web designers. I will post a shout out for this if I were to ever need it. Messages offering these services will be ignored on the basis you haven’t read this.

Listed skills include Portfolio Management, Investments, Mortgage Lending, Insurance, and 11 others.

Current workplace

Charlie Baker's current company

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Balanced Financial Services Ltd
Balanced Financial Services Ltd
Director at Balanced Financial Services Ltd
norwich, norfolk, united kingdom
Employees
4
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6 roles

Charlie Baker work experience

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Mortgage Adviser

Oracle Norwich
Aug 2009 - Feb 2011

Personal Financial Adviser

Aylesbury

Sep 2005 - Feb 2007
3 education records

Charlie Baker education

Education record

Costessey High

Education record

J07 Supervision in a regulated environment R01 Financial Services Regulation & Ethics R05 Financial Protection R07 Advanced Mortgage.

Education record

Diploma in Financial Planning Certificate in Mortgage Advice Certificate in Advanced Mortgage Advice Certificate in Equity Release.

FAQ

Frequently asked questions about Charlie Baker

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What company does Charlie Baker work for?

Charlie Baker works for Balanced Financial Services Ltd.

What is Charlie Baker's role at Balanced Financial Services Ltd?

Charlie Baker is listed as Director at Balanced Financial Services Ltd at Balanced Financial Services Ltd.

Where is Charlie Baker based?

Charlie Baker is based in Greater Norwich Area, United Kingdom while working with Balanced Financial Services Ltd.

What companies has Charlie Baker worked for?

Charlie Baker has worked for Balanced Financial Services Ltd, Commercial Trust Ltd., Oracle Norwich, Halifax, and The Co-Operative Bank Plc.

How can I contact Charlie Baker?

You can use AeroLeads to view verified contact signals for Charlie Baker at Balanced Financial Services Ltd, including work email, phone, and LinkedIn data when available.

What schools did Charlie Baker attend?

Charlie Baker studied at Costessey High.

What skills is Charlie Baker known for?

Charlie Baker is listed with skills including Portfolio Management, Investments, Mortgage Lending, Insurance, Financial Planning, Financial Services, Buy To Let, and Management.

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