A Little About Me
I have always been passionate about helping others and making a meaningful impact on their lives. With over 25 years of experience in the financial services industry—primarily in mortgages—I have accumulated extensive knowledge that allows me to guide my clients with confidence and care. My goal is to provide a seamless, stress-free service that ensures their financial security and peace of mind.
Based in Poundbury, Dorchester, I am happy to assist clients locally and beyond via phone, email, or online. Communication and organisation are my strengths, and I pride myself on being responsive, approachable, and treating others with the same respect and dedication I would expect myself.
Outside of work, I juggle a busy family life as a mother of two teenagers (and a dog!). This has given me a deep understanding of different life situations and the importance of flexibility. I find balance through my love for the outdoors, nature, and a peaceful yoga session—things that keep me grounded and energised.
Who I Work With
I assist everyone who seeks my help, from first-time buyers to those exploring lifetime mortgages in their later years. My experience and qualifications enable me to provide this support with confidence and ease.
My Mortgage Superpower
I specialise in lifetime mortgages because I am passionate about helping people enhance their financial well-being in later life.
With a lifetime mortgage, you retain full ownership of your home while continuing to live in it, and repayment is only required when you pass away or move into long-term care. This option allows you to release equity from your property, which can be used to pay off your existing mortgage, plan for retirement, support your family financially, or even take that once-in-a-lifetime holiday you’ve always dreamed of!
Having worked for the Citizens Advice Bureau, assisting clients with benefits and debt issues, I have a strong understanding of these areas. I'm passionate about helping clients improve their financial situation and find the best solutions for their needs.
Me Outside Delta
When I'm not working, I make it a priority to spend time outdoors, soaking in the beauty of nature. Give me a coastal walk, a river trail, or a path that leads to a waterfall, and I’m in my element! There’s something about the tranquillity of these natural landscapes that refreshes my soul. Whether it's a peaceful dog walk with Theodore, or enjoying quality moments with family and friends, these outdoor adventures bring me a sense of peace and joy.
Our family also has a deep love for history, and we're fortunate to have fascinating historical sites right on our doorstep in Dorchester. We love exploring castles, neolithic sites, and Roman ruins, taking in the stories and creating lasting memories while honouring the past.
Yoga and swimming are two activities that bring me inner peace and clarity. These practices help clear my mind and reset my energy, leaving me refreshed and ready to return to work with renewed focus and calm.
Music soothes my soul, and I’m always up for enjoying a local festival, concert, or theatre production with friends and family. There's something special about the energy of these events, especially when they’re local—it's a chance to support our community and experience the arts in a meaningful way.
Hear from happy people
Your property could be at risk if you do not keep up repayments on a mortgage, or any debt secured on it.