“My CV is very simple. Graduated from Durham University in 1997 and joined the Financial Services Industry! I started work in the North East and learned my profession at a large mortgage brokerage in Darlington. I moved to York in 2003 and joined Your Move to work as their Senior Mortgage Consultant. In 2017, Julie and I decided the time was right for us to set up Fulcrum Financial.
“I genuinely love my job. I get tremendous job satisfaction helping clients make the next step in their life, whether it be their first home, next home, forever home, a Buy to Let for the future or even getting them a lower rate on their current deal. Keeping clients protected is also a key foundation to the advice we give.
“Weekends are very much sport and family time. I help run my son’s football team and enjoy a game of golf and the occasional beer/glass of red now and again.”
“Like Roger, I’ve worked in the Financial Services industry for the last 20+ years. My various roles were with NatWest, a paraplanner with an IFA firm in Richmond, and from 2004 to 2017 working for Aviva in a compliance/investigator position.
“My role at Fulcrum is to oversee the day-to-day running and provide support where needed. My day can vary from managing the client bank and making sure all our existing clients get booked in for their reviews, keeping Roger and the team up to date on changes in the industry or lender criteria and developing new processes to make the client experience be the best it can be.
“When not at work, you’ll probably find me on the side of a football pitch trying to keep warm whilst watching the kids play. I am also a keen golfer.”
“I have spent the majority of my working life in administration and looking after the Managing Director of the firms I worked in. For the past three years I have worked in Financial Services as PA to the mortgage consultants at Your Move, which is where I met Roger. In July 2018 I joined Fulcrum Financial.
“My role here is to assist Roger in the administration and processing of client documentation, forwarding documentation to the lenders for assessment, chasing lenders and solicitors for updates and organising Roger’s diary.
“In my spare time I can be found visiting family and friends dotted around the country or walking on the Yorkshire Moors and Dales with my husband.”