Innovative Solutions to Move Your Business Forward

FPC 123 (Financial Planning Certificate), CeMAP, BSc (Hons) 2:1 from CAS Business School.

Nick found his passion for finance when he started as a Financial Planning Consultant before becoming an IFA in 2000 and a Mortgage Broker in 2004. He went on to co-found both Bond Finance and Mortgages for Professionals before taking over Morgan Sterling in 2010.

Nick’s specialism is complex income structure and working with private banks to navigate a bespoke approach for clients, using his network of connections to create a human approach to lending rather than one led by mainstream algorithms.

Nick’s approach is fast-thinking and holistic, calm and understanding but determined to find solutions where they seem impossible.

With solid experience in bank mortgage advice, private bank lending and as a finance broker for residential, commercial & corporate clients, Kumar specialises in high net worth clients with complex commercial and corporate finance needs using various assets and income.

Kumar’s style is meticulous and empathetic, building rapport with clients through his ability to understand situations from another perspective. An upbeat member of the team, he’s positive about everything except pigeons!

CeMAP, CeFA , HND in business

Alexis has over 20 years of experience in residential, buy-to-let and commercial mortgages and protection cover and uses this wealth of experience to tackle impossible challenges and find the mortgage that fits!

Alexis’ relentless attitude to delivering the best solutions for clients doesn’t prevent a sense of humour in the workplace though and potential problems are always met with a smile and dedication to find a satisfying conclusion.

CeMAP

A mortgage and protection adviser with 12 years’ experience, drawing on work with a range of mortgage lenders to offer advice across a broad variety of scenarios — from first-time buyers to portfolio landlords looking to expand their investments.

William provides clear, honest advice tailored to each client’s needs. His diligent approach and understanding of the market enable him to recommend suitable products designed to meet each client’s investment or home-buying goals.

With a banking career spanning four decades, Maria brings a wealth of experience and technical expertise to the table. She has worked closely with some of London's largest residential construction companies and high-net-worth clients both in the UK and offshore.
Maria’s core strengths lie in financial modelling, covering all aspects of property finance, from funding complex development projects to refinancing large residential and commercial portfolios.

Highly results driven, Maria thrives on challenges and is known for her strategic mindset, tenacity, commitment, and meticulous attention to detail.

An avid Arsenal fan, Maria channels her passion on the tennis court, where her mean top spins and smashes help her unwind and release the normal frustrations that come part and parcel of being an Arsenal supporter!

I have been in Financial Services for over 25 years and for the majority of that I have worked with IFAs, mortgage brokers and general insurance brokers.

I have held senior positions in the largest compliance support firms. Indeed, the last firm was a start-up and I was one of only 3 consultants. Therefore, I held a very senior position and was responsible for the growth of the business, apart from the compliance. I trained new compliance consultants and helped create all the systems. By the time I left, the firm was established as a very large and successful consultancy.

I set up my own consultancy over 10 years ago. I am proud that many clients have remained with me. I believe the reason for this is my approach and that I provide bespoke solutions and practical assistance to firms around the ever changing regulation.

I can offer hands-on assistance in order to prepare their entire compliance documentation, FCA returns, to help with monitoring advisers which include carrying out file checks and adviser KPI review meetings.

As I can interpret the rules, I have assisted firms with MCOB, MiFid ll, IDD, GDPR and SM&CR regulations. More recently, I have been involved assisting firms with the Consumer Duty work. In addition, I assist firms who look to sell or acquire business'.

I have built up a wealth of knowledge and a broad range of contacts that I can draw on. Be it accountants, solicitors, compliance consultants and industry professionals.

Others are likely to describe me as a safe pair of hands. I don't get flustered in difficult situations but rather relish the challenge in a calm manner. I am a creative problem solver with the ability to try and think out of the usual one dimension and most importantly look to add value to the business. Ultimately though, I am loyal and honest.

I think it's important to learn to switch off too. Ideally I like to spend time with family or friends. I enjoy travelling and learning about history and other cultures. As a petrolhead, when time permits, I also like to attend events or watch anything to do with motorsport.