CONCISE FINANCIAL SOLUTIONS - Key Persons
Barry's background, upon gaining a diploma in Business & Finance, started within Residential Estate Agency. Following 6 years valuable experience gained in residential sales he changed career to Financial Services in 2002. To add to his Member of The National Association of Estate Agency certification Barry secured the Certificate in Mortgage Advice & Practice. As well as 12 successful years as a Mortgage & Protection Adviser at Pygott & Crone Financial Services Barry also gained supervisor status in recognition of his achievements. Barry joined Concise Financial Solutions in 2015.
Barry advises on all aspects of residential mortgage finance along with non- investment based pure protection products. He takes great satisfaction in helping and advising clients on their mortgage and protection needs in a clear and understandable way and is always on hand to help clients achieve their goals.
Interests
• Enjoying quality time with the family
Job Titles:
- ADMINISTRATOR / Professional Background
Lisa began her career at All Saints CP School as a nursery nurse before moving to Little Warren Nursery where she was deputy manager. In 2002 she became manager of Heath Farm Day Nursery and was responsible for the day-to-day running of the nursery including planning, liaising with parents, staff management and training. More recently Lisa worked as a lecturer in child care at Lincoln College before joining Concise Financial Solutions.
Lisa's past management and organisational skills are put to great use in her new role and finds the most rewarding part is the knowledge that she has done a great job.
Interests
• Fitness including running and cycling
Job Titles:
- ADMINISTRATOR / Professional Background
Sue joined Concise Financial Solutions after 23 years as Assistant Branch Manager at Barclays Bank, where she managed daily branch operations, while delivering excellent service to her customers. Sue's role at Concise Financial Solutions is to provide all our clients with the highest level of service at all times. She will liaise with lenders, insurance providers, estate agents and solicitors to ensure a smooth and hassle-free process, keeping all parties updated throughout.
She is very passionate about providing a warm welcome to all our clients and helping them realise their dreams.
Interests
• Enjoys spending time with the family
Job Titles:
- FINANCIAL ADVISOR
- Adviser
Tom started his career at Pygott & Crone Estate Agents in 1999, completing his Financial Planning Certificate and Certificate in Mortgage Advice and Practice to become a fully qualified Mortgage and Protection Adviser. Following 12 successful years Tom moved to Thompson & Richardson Financial Services where he worked for a further 3 years during which time he completed a Diploma in Financial Planning and Certificate in Equity Release. In April 2014 Tom left Thompson & Richardson to set up Concise Financial Solutions.
Tom's passion is property and he advises on all aspects of property finance, gaining great satisfaction in providing solutions to client's needs in what can be a difficult and challenging market.
Interests
• Season ticket holder at Nottingham Forest