About Mortgage Sure Ltd
Based in Caerphilly and covering all UK locations we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to your needs and aspirations.
We are a company of action: proactive, professional and determined to create long-term success and financial progression for you, our client
We understand that everyone’s different, and that’s why our financial planning approach is as individual as you are.
We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide a quality advice service and practical pathways to help you achieve the life you want.
Our team are happy to meet at a day, time and location most convenient to you, with no obligation to you. These meetings are usually arranged by prior appointment.
Experience & Qualifications
A former Bank Manager, Qualified Investment Adviser, International Wealth Manager and now operating as a Mortgage and Insurance Consultant with access to the top Mortgage Providers and Insurance Companies in the UK.
I have been involved in financial services since 1981 both in the UK and overseas. In addition I have owned businesses associated with retailing, franchising and marketing consultancy.
This breadth of knowledge, supported by senior academic and professional qualifications enable me to provide both an in depth, as well as broad range of advice in order to satisfy your needs and requirements.
Mortgage Sure Limited is an appointed representative of The Right Mortgage Limited, which are authorised and regulated by the Financial Conduct Authority under reference 684024. Registered in England and Wales No: 09351839.
Registered Office: 29 Blacktown Gardens, Marshfield, Cardiff, CF3 2SF.
There may be a fee for the advice you receive and this typically will be between £295 and £495.