Department: Financial Services
Position: Consultant: Mortgages & Equity Release
Additional Qualifications: CertPFS CertsCII(MP&ER)
Hello, I joined the Cullimore Dutton team as part of the acquisition of Yates & Co. in February 2019 having had an excellent business relationship with the firm for many years.
I have over 30-years’ experience of advising clients on mortgage and equity release planning, including buy to let mortgages for clients aged from 18 years to 99 years plus.
I have worked in the financial services sector throughout my career, initially with a major building society, then an insurance company. In 1994 I set up Yates & Co. Independent Financial Advisers which has grown from strength to strength over the last 25 plus years. I have particular expertise in:
I am confident that with our shared commitment to provide clients with the best possible service, the recent acquisition of Yates & Co. by Cullimore Dutton will ensure that our clients will continue to receive the best possible service - both financial and legal - for many years to come.
When I have the chance, I enjoy taking my two youngest sons to the football at Anfield (not a popular choice of venue with my new colleagues!) … but the thing I enjoy most is our family holidays usually spent on a Greek island!