We know that it’s not about numbers and spreadsheets, but it’s about people. That’s why we’re really careful to ensure that all of our staff understand that your application is not just about the form, it’s about the dream and the plans that the application can deliver – and we work hard with you to get the right result. We know it helps if you know a bit more about the team that will be helping you achieve your dreams, so here’s a bit about everyone at Asset Plus
Steve founded asset plus+ in 2004, however his expertise in financial services was established many years prior to this. Starting as an insurance advisor with The Pearl in 1992 because “it looked like a great job to visit people in their homes for a chat and a cup of tea..” Steve went on to specialise in the mortgage market when he joined Countrywide in 1997 before setting up on his own in 2000.
Having seen a lot of changes in the industry over the years, Steve’s belief in what makes a good mortgage brokerage has never changed. “Understand your clients individual circumstances to provide the most comprehensive advice and keep them informed every step of the way.” This underpins asset plus+ today.
So how does he relax outside of work? “With 3 children, I wouldn’t use the word “relax” but I love to get involved in all their activities including football, canoeing or whatever the latest craze is, which is currently learning the guitar!”
As our longest serving member of the team, Paul is also our award winning broker, having won Best Mortgage & Protection Broker over 4 years!
What’s the secret to his success? “By not only knowing my customers requirements for a mortgage but understanding their aspirations, it means they trust my advice and they come back for all future financial requirements.”
Outside the office Paul loves to spend time with his daughter as well as play football. He is also rather partial to a nice Gin, given the chance!
Sharon is our “local lass” having been born and lived in Burnham all her life. Having joined asset plus+ over 5 years ago, Sharon completed her CeMap qualifications and has become a valued member of the adviser team.
Her high service standards and tenacity to get her clients their dream home make her hugely popular with customers.
With her 2 children grown up and now independent, Sharon is making the most of her time, enjoying lots of travel and music festivals.
Mortgage & Protection Advisor
Fahad, joins us having spent the last 10 years in commercial and corporate banking and involved himself as a committee member for the Federation of Small Businesses for the South East and Berkshire.
After obtaining a masters degree in Economics from Cardiff University, Fahad has moved around and even had a stay in the United States where he obtained his Realtor Licence.
With an in depth knowledge of the commercial market, Fahad joined asset plus+ to expand his knowledge of residential lending.
Fahad is slightly outnumbered by the ladies in his life, with his wife and 2 daughters at home and enjoys nothing better than some time on his own watching old movies. If time permits, he will squeeze in a game of snooker or golf too.
Trainee Conveyancer, Will & Estate Planning Specialist
Jeno joined asset plus+ in May 2018. Having a university degree in Economics and Law, Jeno initially worked in the renewable energy business in Europe.
He is due to complete his studies with the Chartered Institute of Legal Executives, to become a lawyer, Jeno is working in partnership with Dawn Solicitors to provide in house conveyancing as well as Wills and Estate planning for asset plus+ customers.
Jeno says “Wills and Estate Planning is too often overlooked in people’s busy lifestyles, but dying without a Will can leave families in real financial turmoil. Being able to sort your loan requirements, protection needs and estate planning all under one roof, gives our clients complete peace of mind.”
When not in work he spends half of his time with his wife and little son, the other half (or more than half if you ask his wife) is spent playing tennis.
Customer Account Manager
Having joined the team 4 years ago, Bev is known in the office for her attention to detail and outside for being the life and soul of a night out! Having started as a member of the mortgage administration team, Bev now specialises in insurances; taking clients through the steps of protection products to help them understand and ultimately protect their assets; be it an outstanding mortgage debt or lifestyle cover in the event of unforeseen life events.
Outside of work Bev has 2 children to look after… “3 if you include my husband, so I mostly wash, iron, de-flea the cat and watch X-Factor! With more time I would like to play more netball, run more and go on more holidays.
Marketing & Finance Manager
Jennifer joined the team on a temporary basis back when her children were little, 5 years later she is now ensconced within the company. She is tasked with improving the company’s media presence and customer communications, while keeping a close eye on the finance and spending.
“A question I am often asked is, if being married to the boss has it’s challenges, but as our children will quickly tell you “Dad’s only the boss at work and mum’s definitely the boss at home!”
Out of the office Jennifer enjoys travelling and holidays as well as cooking and hosting parties.
Customer Account Manager
Although James is the newest member of our team, he already has an excellent awareness of the housing market having previously been an estate agent. James said “I have always loved the satisfaction of helping people buy a new home. Having worked with mortgage brokers, I liked the professionalism shown and decided to study for my CeMap exams. I am excited to join asset plus+ and hope to train towards becoming a Mortgage Adviser.”
While not working, James enjoys spending time with his friends and his dog Luna.
Customer Account Manager
Alessandra (Alex) joined asset plus+ on an apprenticeship having never worked previously worked in Financial Services. She has embraced the role and very quickly learnt the ropes. Alex has also shown a real talent for marketing, quickly learning new presentation software techniques.
When not working, Alex’s Italian side comes to the fore and she loves to cook some excellent Italian cuisine.
asset plus+ offer a wide range of financial and protection services. Select the service you need from the list below...
About Asset Plus
We are Experts – we know the market and the people we serve. We are Bespoke – every person and circumstance is unique – and needs to be treated as such. We are Transparent – we keep you informed every step of the way. We are Accessible – we’re approachable, local & friendly, and look to build great relationships with our customers – not keep them at arms length through call centres and anonymous communication. We are Invested – it’s about knowing that there is a bigger story, understanding what it is, and helping you achieve your dream. We are more than just an Asset – because we know it’s about more than just the money...
asset plus+ Mortgage Solutions is a trading style of asset plus+ Financial Ltd, an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. asset plus+ Financial Ltd is registered in England no: 05859399. Registered Address: Umpleby Accountancy, Basepoint Business Centre, Bridge Road, Haywards Heath, West Sussex RH16 1UA.
There will be a completion fee for advice. The precise amount will depend upon your circumstances but we estimate that it will be £300.
Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it.
The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.