I have over twenty years of experience in senior roles with a range of well known financial services brands including Halifax, Yorkshire Building Society, Bank of Ireland and Friends Life.
I set up Clifton Mortgages because I felt that financial services was too siloed and too transactional and customers deserved better.
I believe in providing a tailored, professional service to all of my customers. I do this by taking a thorough and holistic view, of not only your present needs but also of your long term, broader requirements and circumstances.
I will use all of my experience and contacts to give you the best possible advice and the best possible service, both now and in the years to come.
As well as being a fully qualified mortgage and equity release adviser, I am a also a law graduate and will ensure that my broad skills and experience are used to consider all aspects of your personal circumstances and the market when advising you.
I have a wealth of experience in mortgages and protection with around 15 years of advice experience.
I’m married with two children and love all things rugby related and previously played Rugby League for Salford.
Sarah has lived in Bristol her whole life.
She is responsible for all all financial management within the firm and also helps with customer administration.
I’m here and happy to help clients with your mortgage and insurance applications whilst also liaising with our suppliers.
I am from South Bristol where I have lived all my life.
I have worked in financial services and the world of mortgages primarily leading customer service teams for nearly 35 years. 32 of those years working with Bank of Ireland.
I am very customer focussed and always want to see the best outcome for the customer whilst protecting their interests and that of the company. I have undertaken and passed the Certificate in Mortgage Advice and Practice to ensure my knowledge was adequate to manage both my team and the customer’s requirements. I always try to be open-minded and as positive as I can be.
I do enjoy holidays and like lots of little breaks away with my husband and family, particularly by the coast – the seaside is my happy place!
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Residential Mortgage and Buy To Let Advice
We will not charge a fee for an initial consultation but we do charge a flat fee of £395 on standard residential and buy to let mortgages. Typically, this is charged if we successfully obtain a formal offer for you. N.B. A higher fee may apply to complex cases e.g. for cases involving adverse credit, overseas applicants or portfolio buy to let cases and fees may sometimes be charged in advance.
Equity Release and Retirement Interest Only Mortgages
We will not charge a fee for an initial consultation but we do charge a flat fee of £795 on completion of any application.