Dear advisersI'm looking to do a few profile pieces on advice firms for my better business hub on FTAdviser.It involves an interview and some photographs, which would be done in London in July.If you are willing to travel to London or are based here and are interested, do get in touch!carmen.reichman[at]ft.com

financial services

mortgages

Adviser profiles/interviews

Dear Carmen, I would be delighted to participate in your piece on FTAdviser's better business hub. Our firm, which recently contributed to the £1bn mortgage transactions last year, is eager to share our thoughts and experiences. Based in the south east, we are more than willing to travel to London for the interview and photographs. We are particularly excited about the opportunity to discuss the evolving market. We are available for the proposed dates in July. Looking forward to our fruitful conversation . Best Regards, Stephen.alger@mab.org.uk tel:07515638175

Stephen Lager

I have been in Financial Services since leaving University in 2004. I joined Mortgage Advice Bureau in 2008 and became Business Principal in 2009. I have enjoyed growing our Mortgage team from a small local service with a team of 3 covering 1 office to today’s much larger team spread throughout East Anglia helping us advise many more people in a much wider area while still keeping the same friendly and fun ethos and making sure our customers get the best possible experience.

 

It’s a great job when you know you have helped someone save money, or be the difference in making them able to afford their dream new home.

 

I enjoy music, reading, food, cinema and a trip to a good pub with friends and family. I am also a keen sportsman and enjoy participating in all sports in my spare time and regularly play Football, Tennis, Golf, Squash and Cricket (all pretty badly these days, but it’s still fun and stops me getting too fat – hopefully). I also enjoy cycling and run regularly to keep fit and to raise money for charity – I have completed London Marathon 4 times and so far raised over £20,000 for charity

Hi Carmen, Pop me down for this more than happy to travel down to London

Imran Hussain

Imran has worked in the financial services industry since 2014 and is your Award-Winning mortgage and protection specialist. Having worked for a corporate business, he decided there is a better way to do things and set up Harmony Financial Services to help clients take away the stress of buying and moving home away by being their one point of contact every step of the way. He enjoys making the home buying journey as easy, smooth and pain-free as possible for his clients with straight-talking advice. So you'll know where you stand or what you need to do to enable you to purchase the home of your dreams.

Dariusz Karpowicz

Here at Albion Financial Advice our emphasis is on high quality, face-to-face financial advice and an unrivalled level of customer service without obligation. This is pivotal to everything we do and is undoubtedly the reason why our customer base is expanding rapidly through recommendations from our clients. We are able to offer clients advice in each of the following areas: Business & Family Protection including Inheritance Tax on a “Best of Breed” approach and a comprehensive range of mortgages.

Stephen Perkins

Managing Director of Yellow Brick Mortgages and regular national media commentator on mortgages, housing and personal finance. Yellow Brick is the UK's #1 ranked finance brokerage on Trustpilot, with over 6,900 five-star reviews. Stephen specialises in helping consumers make better financial decisions by explaining complex mortgage topics in simple, practical terms.

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Hi Carmen - yes, I'd be happy to be interviewed - very flexible this month.

Daniel Wiltshire

Daniel trained and qualified as an actuary in London before moving to Bradford on Avon, near Bath with his family. He decided to set up Wiltshire Wealth shortly afterwards with the aim of helping individuals and small businesses gain perspective and make good financial decisions. 

Daniel is a big advocate of personal freedom and creating a lifestyle that balances family, friends, interests and work.

As well as being an independent financial adviser, Daniel is a Fellow of the Institute of Actuaries. He has previously worked for several large financial institutions as a risk, investment and pension specialist.

Aside from work, Daniel enjoys spending time with his children, Rupert and Rose and wife, Samantha in and around Bradford on Avon.

Hello Carman, Depending on dates, I’m more than happy to travel down to London and chat mortgage advice with you.

Scott Taylor-Barr

A mortgage geek and insurance nerd with a passion for cycling, he enjoys a local ale or gin and has an unhealthy obsession with Italy. He lives in Leicestershire with his wife and a rather lively Bordoodle dog. He has been placed in the 2019 through to the 2025 VouchedFor Top Rated Advisers lists, as well as serving on the Board of our trade body; the Association of Mortgage Intermediaries (AMI). Scott is a member of the London Institute of Banking and Finance holding their Diploma in Mortgage Advice and Practice, as well as being signed up to their CeMAP Advanced Professional program. He has over 25 years’ experience in the financial services sector, within both lenders and brokerage firms. Scott has delivered presentations to various affinity groups and business clubs on a wide range of subjects such as; residential and buy-to-let mortgage lending and the use of Trusts within life insurance. He has also had articles feature in various publications.

Hi, I am happy to do this, but the photo/interview session would need to be in the first week of August. Or I can do next Thursday/Friday potentially.

Anil Mistry

We help the self-employed and business owners, buy residential and investment property, without the stress, hassle, and anxiety, by following our unique process. We search through thousands of mortgages from 75+ lenders. We can still help even if you’re not self-employed or a business owner.

Adam Smith

Alfa Mortgages is based in Northampton, but our reach goes way, way beyond this. Thanks to a remote approach and a tech-first focus, we are able to connect with mortgage and insurance providers right across the UK market and can serve our clients wherever they are found in the country. We believe this is the future of financial advice, mortgage brokerage, and fintech, and we are proud to be on the cutting edge. The team is headed up by Adam Smith, a professional advisor and broker with a background in fintech.

Hi Carmen, Hope you are well. I'd be interested in this. Thanks Amit

Amit Patel

We give you mortgage advice to make sure you get the best deal whether you are a first-time buyer, moving home, investing in the buy to let market or looking to re-mortgage any of your properties.

Hi Carmen! I’m available from Monday 24th July onwards. 

Natalie Anderson

I am a Mortgage and Protection adviser with over 15 years of experience in the financial services sector, my career began with a leading banking group where I managed a diverse range of business clients. A key aspect of my role involved securing financing for clients, enabling them to achieve their goals. This experience cultivated a deep passion for assisting small businesses and commercial finance, which has become my specialisation. It also fueled my interest in understanding various financing options available to individuals and businesses, leading me to acquire my mortgage qualifications.

Happy to represent! Colchester-based but happy to travel.

Austyn Johnson

Hi Carmen, Yes please!  I'd love to get involved and be interviewed for your better business hub piece.  I am the founder and CEO of mortgage broker, largemortgageloans.com and we are based in London.  Please do let me know. You can contact me on 07787 535992 or by email p.welch1@icloud.com

Paul Welch

Paul Welch is a seasoned financier with an extensive background in providing innovative funding solutions, in particular for those looking to secure loans in excess of £1m. He is an active member of LinkedIn's Creator Programme, expressing his views as a finance expert and is also a regular contributor to the Bank of England's Decision Make Panel.

As the founder and CEO of Largemortgageloans.com since 2003, Paul has built a reputation for delivering tailored financial solutions to high-net-worth individuals. The company's achievements include multiple accolades at the British Mortgage Awards and managing finance enquiries of more than £4 billion.

In addition to his primary role, Paul is also founder and CEO of MillionPlus.com Ltd, a unique platform showcasing high-value assets. He's a founding partner at Nash Capital Group, a merchant banking business focused on debt and equity funding for established SMEs.

With expertise in offshore structures, trusts, and complex income verification, Paul's contributions have been recognised in esteemed publications like the Financial Times. His comprehensive understanding of finance and investment strategies continue to bring valuable solutions to individuals and businesses alike. 
Seven years running, Paul has been ranked in the Spear's 500 index for Top Recommended, Property Investment, Finance, Management & Private Office Services. He prides himself on tailoring a bespoke approach to every client, saying; ‘Surprisingly, at least one in 10 people looking for a £1 million-plus mortgage get turned down. Feedback suggests this is not due to their finances, it’s because their situations are complex and often not presented in the right way.’

Joshua Gerstler

Chartered Financial Planner
Fellow of the Personal Finance Society
Ex-Deloitte Chartered Accountant

Adviser profiles/interviews

13 responses from the Newspage community
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Stephen Lager

MD at Mortgage Seeker Ltd

Imran Hussain

Director at Harmony Financial Services

Dariusz Karpowicz

Director at Albion Financial Advice

Stephen Perkins

Managing Director at Yellow Brick Mortgages

Daniel Wiltshire

Actuary & IFA at Wiltshire Wealth

Scott Taylor-Barr

Principal Adviser at Barnsdale Financial Management

Anil Mistry

Director and Mortgage Broker at RNR Mortgage Solutions

Adam Smith

Founder at Alfa Mortgages

Amit Patel

Adviser at Trinity Finance

Natalie Anderson

Mortgage & Protection Adviser at Connect Mortgages

Austyn Johnson

Founder at Mortgages For Actors

Paul Welch

Founder and CEO at Largemortgageloans.com

Joshua Gerstler

Chartered Financial Planner at The Orchard Practice

13 responses from the Newspage communityCopy all

13 responses from the Newspage community
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