Financial Advisor
CurrentFinding the right mortgage is child's play with aFinancial. We are always looking for ways to reduce complexity and we have a process that is fast.
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@afinancial.co.uk
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David Golt is listed as Stress Less Mortgages at aFinancial - Openwork, a company with 6 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at afinancial.co.uk and a matched LinkedIn profile for David Golt.
David Golt previously worked as Financial Advisor at Afinancial - Openwork and Department Manager at Hfc Bank (Hsbc Group). David Golt holds Cefa, Financial Planning And Services from Ifs School Of Learning.
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aFinancial is a trading name of Maryam Tala Maleki which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.Professional Journey:Beginning in retail, I quickly transitioned to finance with HFC (HSBC group) in 2004. My early role as a call center operator led to rapid advancements, thanks to innovative sales strategies that drastically improved departmental performance. I excelled as a team leader and later as a department manager, handling a team of 52, and achieving an exceptional 95% staff retention rate.The 2008 financial downturn presented challenges, yet it also opened doors. With my CeFA certification and a vision for a client-centric service, I co-founded aFinancial with my wife, focusing on ethical and fair treatment of clients. Our journey was one of perseverance and learning, but our dedication led to aFinancial's success.Expertise and Services:With nearly two decades in financial services, I specialise in residential and commercial mortgages, buy-to-let financing, and insurance products. I cater to a wide range of clients, from first-time buyers to seasoned investors. aFinancial is known for its quick, efficient mortgage solutions and a robust network of industry professionals, ensuring top-tier service for even the most complex cases.Personal Commitment:My mission goes beyond financial advice; it's about partnering with clients in their financial journeys. No matter where you are or what your needs are, my team and I are here to guide and support you. Your success and trust are our top priorities.YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGEApproved by The Openwork Partnership on 15/02/2023.
Listed skills include Mortgage Lending, Sales, Finance, Management, and 26 others.
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Birmingham, England, United Kingdom
Finding the right mortgage is child's play with aFinancial. We are always looking for ways to reduce complexity and we have a process that is fast.
I worked my way up from an advisor on the phone, to running a team of up to 50 advisors and team managers. This role gave me vital telephone based service skills working as an advisor. I quickly became a leader of a small team and this gave me a broader picture of how to deal with customers seeking finance and insurance products. I also learnt some great.
Provided excellent levels of customer service. Prospected for new clients. Shared and implemented new ideas and processes. Recognised for achieving outstanding personal and branch sales results. Turned round under performing stores in local area.
Performed general retail duties including merchandising, cash control and sales floor management. Worked towards personal sales goals.
Other employees you can reach at afinancial.co.uk. View company contacts for 6 employees →
Thomas Newbury
Colleague at Afinancial - OpenworkGospel End Village, England, United Kingdom, United Kingdom
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Timothy Wragg
Colleague at Afinancial - OpenworkBirmingham, England, United Kingdom, United Kingdom
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Joseph Murdoch
Colleague at Afinancial - OpenworkBirmingham, England, United Kingdom, United Kingdom
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Andrew Quinton-Jones
Colleague at Afinancial - OpenworkHighley, England, United Kingdom, United Kingdom
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CEFA modules 1, 2, 3 and 4 Passed with merit The Chartered Insurance Institute CF6 Passed with merit
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David Golt works for aFinancial - Openwork.
David Golt is listed as Stress Less Mortgages at aFinancial - Openwork.
AeroLeads has found 1 work email signal at @afinancial.co.uk for David Golt at aFinancial - Openwork.
David Golt is based in Greater London, England, United Kingdom while working with aFinancial - Openwork.
David Golt has worked for Afinancial - Openwork, Hfc Bank (Hsbc Group), Computer World, and Dixons Retail.
David Golt's colleagues at aFinancial - Openwork include Thomas Newbury, Timothy Wragg, Joseph Murdoch, and Andrew Quinton-Jones.
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David Golt holds Cefa, Financial Planning And Services from Ifs School Of Learning.
David Golt is listed with skills including Mortgage Lending, Sales, Finance, Management, Insurance, Financial Services, Financial Advisory, and Credit.
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