First For Finance strives to provide an approachable yet comprehensive service to guide each customer through the complete process, whilst building and maintaining lifelong relationships to help you reach both your short and long term financial goals..
We have a dedicated team of qualified professionals.
Clare’s career in Financial Services began in 1994. Since then she has gained experience in many areas of finance including: Banking, Estate Agents, Management, Underwriting, Mortgage Advice and Financial Advice.
Clare is a fully qualified Financial Advisor with the Chartered Insurance Institute and has an honours degree in Business and Management. Clare also plans to be fully Diploma qualified by the end of 2014.
Clare started First for Finance in 2010, with the vision of coupling her experience in the Financial Services industry with excellent customer service. Clare has always had a strong focus on customer service; believing in the importance of taking the time with the customer to explain the process involved, and advising them through each step to achieve their ultimate goal. Clare has chosen to specialise in lending and has gained a wealth of knowledge and experience in her career to make her one of the best advisors in the industry.
Gerard joined First For Finance in 2014 as an experienced Senior Insurance Advisor, bringing his expertise and years of experience to the Insurance profession. Gerard is a fully qualified Insurance Advisor through The Chartered Insurance Institute and has over thirteen years experience working in the Financial Services Industry. In his career he has held the position of; Senior Sales Advisor, Team Manager and gained experience in Training and Development. As well as an Insurance Advisor, he works as an intermediary, assisting customers with their Insurance claims, making sure they are handled promptly and to the customers satisfaction with minimum stress. Gerard believes customer service as an integral part of his role, in taking the time to identify customer needs and tailoring Insurance policies that are best suited for our customers.
Gerard is keen to continue his career development at First For Finance by achieving further qualifications and skills in the Financial Insurance industry.
Julie joined the team in 2015 following ten years in retail banking. Throughout her career she has been involved in many areas of the industry, with experience in mortgages, collateral, life insurance and investment & financial planning. With a strong background in the financial services industry, Julie works as front of house for the company and is often the first port of call for our clients. She prides herself on excellent customer service and aims to become a fully qualified advisor in the near future.
Tracey joined the team in 2016 following 20 years in Customer Service and Front of House Retail Management gaining an NVQ 3 in Management. Following a successful career, she undertook a career change and qualified as a Mortgage Consultant with the Institute of Financial Services in 2014.
She then started working full time in Mortgages and gained a comprehensive working knowledge of the Industry. Throughout her career in mortgages she has been involved in areas of the industry including product transfers and mortgage servicing. With a strong background in customer service she prides herself on providing excellent customer service and she hopes to learn and develop her career further by achieving more qualifications and skills in the Financial Services industry with her passion for Mortgages.