Daniel has worked in Financial Services for over 20 years working with his clients on a one to one basis, helping them purchase property or raise capital from existing property. In addition, he holds the advanced qualification enabling the firm to offer Equity Release to retired homeowners.
Gareth has spent over 20 years in the personal finance industry, working for various mortgage lenders in branches and in development roles. He has also spent time working with an independent financial adviser and advising clients in a specialist mortgage advisory service.
Gareth works closely with family lawyers to assist divorcing couples separate their finances while retaining a positive equitable resolution. His reports have been used in family courts but also as a document for out of court settlements.
Wendy has worked within Financial Services for over 15 years in advisory and training roles. Wendy works alongside Gareth, providing administrative support, and is responsible for managing the application process from submission to completion.
Wendy will liaise with underwriters, surveyors, estate agents and solicitors to ensure Gareth’s clients are regularly updated and experience a professional service throughout.