I  hope you are all keeping well. I wanted to take this opportunity to extend a warm welcome to our new advisers and staff, and also to remind those of you who haven’t yet, to register for our quarterly meeting in November.

Confirmed Lenders and Providers for our Quarterly Event

Our last meeting in June was thoroughly enjoyed by all who attended and the events are a fantastic opportunity for us to meet you all face to face. The format for this meeting will be similar to last time with a round table event, presenters and exhibitor stands.

The following lenders and providers are confirmed for the event: Santander, Natwest, FriendsLife, Aegon, Bright Grey, Shawbrook, Precise, Coventry, Exeter Family Friendly, Furness, Magellan, Castle Trust, Fluent Money, The Right Will,  U-Tax, The Right Equity Release, Shepherds Friendly, LMS, TFC, The Source and Paragon Group.

It’s set to be a fantastic day and I look forward to seeing you there!

A warm welcome to Heather, Leena and Beth

It’s been a period of rapid growth for us and to continue to offer you the level of support you deserve we are pleased to welcome new staff members to our team:

Heather Baker joins our accounts and commissions department – she comes with a wealth of experience  – 5yrs  accounts and commissions for PTFS and 2 years for U-tax in the accounts department.

Leena Mistry joins our compliance department, with 4 years experience as a mortgage adviser at Coventry Building Society.

Beth Clarke joins our front desk to support the agency team.

I hope you will join me in wishing them a warm welcome to our network.

Have a great weekend!

Tania
Operations Director