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.
Cathy began her career in Financial Services in 1997. Since this time, she has built up a comprehensive working knowledge of the industry. She has gained experience in many areas of finance including : Estate Agents, Management, Mortgage Advice and Financial Advice. Cathy is a fully qualified Mortgage Consultant with the Institute of Financial Services and also has a BA Honours Degree in Management Studies, from the University Of Ulster.
Cathy joined First For Finance in 2014, due to the company’s expansion and is currently providing advice in the Moira branch.
She considers excellent customer service from the start of the mortgage process right up until completion, as well as strong knowledge of the mortgage industry to be key components to her success within the mortgage arena. Cathy focuses on building long-term customer relationships and has a reputation for being honest, reliable and trustworthy.
Cathy aims to broaden her product knowledge and services further by becoming a Chartered Financial Planner in the future.
Julie attended the Belfast Metropolitan College in 2005 to study for a HNC- Higher National Certificate in Administration and IT. She then started working full time in Financial Services and gained a comprehensive working knowledge of the Industry. She also has gained an excellent amount of experience working in different administration roles in other companies such as Norbrook Pharmaceuticals, Linden Foods.
In 2013 she decided to return to college and study further at the SRC- Southern Regional College in Newry, she graduated and obtained a qualification in Level 5 Diploma in Management and Leadership Studies. Julie then decided she wanted to return to the Financial Services and pursue her career further as she has always had a keen interest in the Mortgage and Property industry.
Julie joined First For Finance in 2014 and is responsible for carrying out the administration duties and assisting other team members in fulfilling customer’s financial needs. She hopes to learn and develop her career further by achieving more qualifications and skills in the Financial Services industry.
Julie believes that helping and meeting the customer’s needs all the time is very important and will go that extra mile to ensure the best results are delivered.