Meet the team

Adam Francis

Managing Director

When did you join the company?

I set up 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 qualified March 2018

What’s your day-to-day role?

I am here to assist you with your mortgage and protection needs. I am knowledgeable in the house buying process as I was an Estate Agent for 10 years prior so I can advise you through the whole journey. When the times comes I can also explain the re-mortgage process and talk you through your best options. I will review your situation and advise the best insurance products that suit your needs.

What skills do you need for that role?

Clients need to trust their mortgage broker as buying a house is normally their biggest financial purchase of their life. For that reason I am extremely attentive and always take the time to listen to people’s needs and goals.

What’s the most rewarding part of your job?

The satisfaction in knowing I have helped someone purchase their dream property and protect them and their family with appropriate insurances.

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. I have a 2 year old son who keeps me on my toes!

Keith Carr

When did you join the company?

I joined Adam and his company in April 2019 after working with him before in 2007 at John Charcol.

What are your qualifications?

I became fully CeMap qualified in 2007.

What’s your day-to-day role?

Assisting clients in finding finance to buy or remortgage their homes or investment properties, as well as providing advice on insurances such as income protection, life insurance or building insurance. I also specialise in complex mortgages such as sub-prime, expatriates, portfolio buy-to-let, bridging finance and development finance.

What skills do you need for that role?

I believe that In our role it's important to have great listening skills, patience, attention to detail and an investigative mind as one is often required when sourcing the best mortgage/solution for our clients needs.

What’s the most rewarding part of the job?

Helping a client find the right solution where otherwise they would have lost their home or not been able to buy their dream property.

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

On the odd day I'm not in the office, I love to catch up with my friends and family and I also like relax with a good book and glass of wine in the garden when the sun is shining.

Caroline Hodge

When did you join the company?

I started in January 2020, so relatively new to the company having come from a large insurer where I worked for 15 years. I have experience in pensions and investments.

What are your qualifications?

Currently studying CeMap. I am looking forward to increasing my knowledge in insurances and mortgages.

What’s your day-to-day role?

My day to day role is to work closely with Adam, Jon and Keith and provide insurance quotes for their clients, I then have the responsibility to get the insurance applications through as quickly as possible so our clients have peace of mind that their homes and family are protected.

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

When I’m not at work, I relax by spending time with my two daughters.

Sarah

When did you join the company?

August 2020

What experience do you have?

I have been working in the independent financial advice sector for 16+ years in mortgage and insurance administration as well as being a personal assistant.

What’s your day to day role?

I work closely with Adam and Jon and take ownership of all mortgage application after submission. I liaise with lenders, solicitors and clients all the way through to completion of the mortgage to ensure the process is smooth, seamless and as stress free as possible.

What skills do you need for that role?

I am a great problem solver, meticulous and thorough and a good communicator. I am pro-active, organised, a good listener and think outside the box when needed.

Most rewarding part of the job?

Helping clients purchase a new home and making it as stress free as possible

How do you relax?

I watch motorsport and enjoy watching films both old and new. I love photography and spending time taking pictures. I also like meeting up with friends, listening to music and dancing.

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.