Adam Francis

Managing Director

When did you join the company?

I setup the company in September 2013. I had been advising in mortgages for many years prior to this. As I grew as an advisor I realised I could provide a better level of service to my clients, if only internal processes were run differently. The mortgage market had been changing dramatically by this point and the companies I was working for were not evolving with the times. By setting up B&H Financial Consultants I was able to make these necessary changes to streamline processes so more time could be spent with our clients.

What are your qualifications?

I became CeMAP qualified in 2007.

What’s your day-to-day role?

As the director of the company I have two main roles, managing the company and arranging mortgages for clients. I am fortunate enough to have a dedicated team of staff working with me, which means I can oversee the business effectively and this ultimately means I can spend more time with clients.

What skills do you need for that role?

Being a mortgage advisor for over 11 years you realise the importance of listening to your client and understanding their situation. This requires good listening skills and applying your knowledge of the market so you can recommend the most suitable mortgage.

What’s the most rewarding part of your job?

The most rewarding part of my job is getting our clients into their dream home. I have also found it rewarding to build a strong team around the business, by keeping my staff happy and providing an environment that encourages all of us to work harder.

How do you relax when you’re not at work?

The few days I am not working I enjoy spending time with my family and in the warmer months going swimming with my Newfie, Doug.

Jonathan Weeks

When did you join the company?

1st March 2018

What are your qualifications?

CeMap 2 (In training for CeMap 3)

What’s your day-to-day role?

Looking after the insurance side of things. I will review a customers situation and advise the best product for them based on their criteria.

What skills do you need for that role?

I have the confidence to advise and negotiate with clients and underwriters, the ability to build, manage and develop relationships as well as an understanding of client confidentiality and how to be discreet. To work well in a small team and the capacity to manage my time and work commitments.

What’s the most rewarding part of your job?

Satisfaction knowing I have helped protect someone’s life family and home.

How do you relax when you’re not at work?

Actively follow football as well as playing at the weekend, I love going to the gym and keeping fit and spending time with my family.

Matt Woodcock

When did you join the company?

May 2016

What are your qualifications?

DipFA - Diploma for Financial Advisers and CeMAP - Certificate in Mortgage Advice and Practice

What’s your day-to-day role?

Advising clients on their mortgage and Protection needs. Whether that be a first time buyer, or an experienced landlord looking to improve or increase their portfolios.

What skills do you need for that role?

As an adviser, the biggest skill to have is the ability to listen. Only when you’ve mastered that, can you truly give your clients the best advice for their particular circumstances. I take time to understand my clients financial and personal situations before making my recommendations to them. After that, we need to know our lenders as well as our clients as with most things in life, there’s never one size to fit all and because of this, we need to know which lender will suit each type of client.

What’s the most rewarding part of your job?

A client recently told me that what I’ve done for him has been life changing. Not just for him, but for his whole family. That give’s me a huge sense of pride in my work and certainly puts a smile on my face.

How do you relax when you’re not at work?

Spending time with my family and watching my 5 year old son play sport whether it be Rugby, Swimming, Dance or Boxing he loves them all! I also enjoy boxing and running to help keep me fit when I can.

Maria

When did you join the company?

August 2016

What are your qualifications?

FPC1, FA1, FAFC, CeMap1

What’s your day-to-day role?

Managing the office & all the associated Admin on a daily basis. processing, keying in & Looking after new and existing clients. * Liaising with Lenders, Solicitors & Estate Agents. Keeping clients up to date on a regular basis with the progress of their Applications. * Responsible for looking after client’s applications from submission through to completion within the panel of lenders.

What skills do you need for that role?

Good all round Customer service skills, attention to detail, being pro-active and organised.

What’s the most rewarding part of your job?

Helping our Clients achieve their dreams.

How do you relax when you’re not at work?

Eating out, going to gigs, listening to music, growing plants & learning to play the Saxophone.

If it wasn’t for the dedication and tenacity that Adam displayed throughout our home buying experience, dealing with the mortgage lender and surveyors on our behalf, we would not have managed to secure our dream home. It’s thanks to you that I am writing this review from the comfort of our new sofa, in our new home. Thank you so much. I will forever recommend your services.