Mortgage and Protection Adviser
TIM WHELAN CertPFS
Office Location
Midlands
I advise on mortgages for both residential and buy to let properties helping first-time buyers, home movers and those looking to re-mortgage find the best solution for their needs.
In addition, I can advise on a wide range of insurance policies. From individual clients protecting their mortgages and their families, to companies setting up schemes to protect their business and their employees.
About Me
I first started working in Financial Services in 2000 when I joined CIS (Co-operative Insurance Society). I then worked within various estate agencies advising on mortgages and protection, before joining DGS in 2007.
Qualifications
- CF6 – Mortgage Advice
- CF7 – Equity Release
- R07 – Advanced Mortgage Advice
Accreditations
- Certificate in Mortgage Advice and Practice (CeMAP)
- Financial Planning Certificate
Personal
Out side of work I enjoy mountain biking, cooking and camping.