Financial Adviser in Haringey, North London
I am passionate about all aspects of Financial Planning including Wealth Management, Mortgages and protecting their financial future through appropriate Protection policies. I help clients achieve their financial objectives and goals through extensive research, industry knowledge and vast experience having dealt with over 500 clients.
I began my financial services career as a Mortgage and Protection Adviser in 2012 with Kings Group LLP working in a busy estate agency environment. In 2015 I pursued further qualifications to become a Financial Adviser and moved to Thomas Oliver UK.
I hold the Diploma for Financial Advisers (DipFA) qualifications from The London Institute of Banking & Finance (formerly Institute of Financial Studies). I also hold a Certificate in Mortgage Advice and Practice (CeMAP) and Certificate for Financial Adviser (CeFA) which I attained in 2007 and 2011 respectively. I am currently pursuing further Tax qualifications in order to add value to the service provided to my Wealth and BTL clients. I also intend to achieve Chartered Status in the future to continue offering my clients the best level of service possible.
I enjoy my work and when not working, I enjoy watching football and Friends on TV. I practically consider Cricket as a religion, such is my passion for the game and take very keen interest in politics and economics, both here and around the world.
Financial Adviser in Central London
I started my financial services career after graduating with two degrees from the prestigious University of Dundee in 2005. As a graduate, I was recruited in 2006 by USA Stock Brokerage and Financial advisery group Edward Jones where I had my world renowned training in Canary Wharf London, recognised in the USA for their outstanding business training.
Over the last 11 years, I have delivered to all my clients the solution that best meets their needs using a number of simple principles: Discretion, competence, delivery of service and a duty of care for every client. I really enjoy making a difference to each and every client I work with, which is why clients find me very sociable and friendly to work with due to my optimism.
When not working, there is nothing more important than spending time with my family, making sure they have everything they need from me. I also enjoy keeping fit, playing football, kick boxing and when I have some spare time going to the gym. I also enjoy spending time with friends going out for dinner and having dinner parties.
I hold the Chartered Insurance Institute's (CII's) Diploma in Financial Planning, and my specialist areas are retirement, investment and Inheritance tax planning. I have recently been working on becoming a Chartered Financial Planner, which I expect to complete shortly.
Mortgage & Protection Adviser in Enfield Town, North London
I have been working for more than 3 years now as a Mortgage and Protection Adviser. I believe that my previous experience as a Paraplanner was an ideal foundation for my work as a Mortgage and Protection Adviser.
While I was working in an Estate Agency that also offered financial services, I realised that Financial Services is the right career path for me. My strengths are attention to detail and good listening skills combined with strong product knowledge while helping my client to find the right deal to suit their circumstances.
Whether it is residential or buy-to-let mortgages or remortgages, when I find the most suitable mortgage solution to my clients, I also help them to protect their families, homes and income.
I am married with a lovely daughter. When I am not working, I love spending time with my family and friends.
I hold a Certificate in Mortgage Advice and Practice (CeMAP). I have a Bachelor degree in Engineering.
Financial Adviser in Tottenham and Edmonton, North London
My financial career started in 2015 after completing my CEMAP 1, 2 and 3 in 2014.
At the beginning this was a new venture as I was coming from doing 10 years in the Hospitality industry in the UK and Jamaica.
I soon realised that I could use my customer service skills and the knowledge that I had gained from studying business as a way of helping clients throughout their difficult times.
Within the past two years I have been in the top tier of the financial department at Kings Group LLP, winning awards and achieving some of my personal goals.
This has driven me to assist clients in obtaining their financial admissions whether buying their first home, moving homes, releasing equity or protecting their most treasured assets; SELF and LOVE ONES. I will work with you along every step of the journey to ensure that your goals are achieved.
In addition to a work, I have a family at home with two lovely daughters which takes up my free time. I enjoy football, gym, volleyball, music and I like construction work.
My slogan in life is “there is always a solution”.
Mortgage & Protection Adviser in Harlow and Church Langley, Essex
I joined Openwork in April 2014 after my previous 6 years working as a personal banker, which was an ideal foundation for my work as a Financial Adviser.
Attention to detail, good listening skills and great empathy are symbols of my appreciation by my clients that helped me build long-term relationships with my growing client base and provide excellent customer service.
Family is really important for me and I try to spend as much time possible with them. Personal activities include travelling and reading. I currently hold a Certificate in Mortgage Advice and Practice and working on achieving Diploma for Financial Advisers.
Financial Adviser in Enfield Town and Bethnal Green North London
I qualified as an Telecommunications engineer and pursued masters in Business Administration from UK.
Since graduating from university I have worked in all areas of Property business be it buying, selling and developing properties locally and internationally. I passionately believe in financial planning, hence made the decision to specialise in providing impartial mortgage advice in 2016 and I thoroughly enjoy my work. I believe in providing holistic, professional and highly personalised service to help ensure clients meet their financial objectives.
I have experience of sourcing and setting up mortgages for people, from straight forward purchases to complicated multi-property scenarios for private and professional investors alike. I am a trusted professional and my experience also extends to protection planning whether linked to a property purchase or standalone cover. I have in depth knowledge of all forms of cover from life assurance to critical illness and how best to set these up. Part of this service is linked in with Trust planning which ensures tax efficiency and protection for beneficiaries.
Client satisfaction is the backbone of everything I do; my passion for helping people achieve their dreams comes across in the time I invest with every individual customer and client focus, personable approach to my work and always keen to explore and work with innovative ideas, and take advantage of new opportunities in a changing and challenging environment. With a collaborative approach to work, where all parties work together to achieve a common goal.
Outside the mortgage world, I am an avid reader and an Arsenal supporter. Besides two children who keep me active whilst my cricket kit gathers dust.
Mortgage & Protection Adviser in Enfield Highway, North London
I started my career in financial services at Cooper and Parks Financial Services after graduating from the University of Essex in 2014. I spent a few months studying and completed my exams at the end of 2014 and have held my position since January 2015. In September 2016 I felt that I needed to move to a new company in order to further my career and joined Thomas Oliver UK.
Over the past 2 years I have worked with clients from a variety of backgrounds and with different goals. But by placing an emphasis on ensuring that I deliver a solution which fits the individual client I have helped all my clients on their way to achieving their goals.
In my free time I enjoy socialising with my friends and family and a big part of this is playing sport in particular rugby.
I hold the Chartered Insurance Institute's (CII's) Certificate in Mortgage Advice.
Mortgage & Protection in Goff's Oak and Cheshunt, Hertfordshire
I have worked for a number of years in helping others either protect their loved ones, or making the most of their money and achieving their financial goals. I am currently in the process of obtaining my Diploma in Regulated Financial Planning to help maximise the service I give to clients.
I started my financial services career by obtaining my mortgage qualifications at the age of 18. By the age of 21 I had graduated with a degree in economics from the traditional redbrick University of Reading. Soon after I was recruited by Kings Group and went on to win top mortgage consultant in my first two years before joining our wealth management team.
I hold the Certificate in Mortgage Advice and Practice (CeMAP) and my specialist areas include: Investment and first time buyer mortgages as well Income Protection and Critical Illness Cover. I hold a BA Economics degree which gives me an insight into interest rates and how the housing market works, and have been working on my diploma in regulated financial planning which I will complete later this year.
I enjoy playing football, tennis and golf. I loves spending time with family and friends and enjoys helping people, including my focus on starting up a charity to help raise awareness of depression in teenagers.
Based on core values of excellence of service and above-all, integrity, I will provide you with the mortgage and protection solutions that you need to satisfy your needs both now and in the future. I appreciate that you are unique, with your own financial ideals, which is why I will tailor the service and recommendations I make specifically to you.
John was very attentive and understanding, he went above and beyond to meet our requirements. He is lovely and will definitely recommend him.
Mr & Mrs J, Mortgage & Protection Advice Customer, Tottenham
Thomas Oliver UK LLP Tudor Lodge Burton Lane Goffs Oak Hertfordshire EN7 6SY
Thomas Oliver UK LLP is an appointed representative of Openwork UK who are authorised and regulated by the Financial Conduct Authority. Membership Number: 501748.
Registered in England: OC343707. Registered Office: Crown House 24-25 Turners Hill, Cheshunt, Hertfordshire, EN8 8NJ.
The guidance and/or advice contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Trusts and Wills are not regulated by the Financial Conduct Authority. Trusts (if applicable) and Wills services are not part of the Openwork proposition and are offered in our own right.
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