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.
Chris’s career in Financial Services began in 1993. Since then he has gained experience in many areas of Finance including: Debt re-structure, Property Finance, SME Finance and International Property Lending (UK, Republic of Ireland and Europe). He has held senior management roles in both Ulster Bank and Bank of Ireland in a range of customer relationship and credit roles.
Chris is a fully qualified Chartered Accountant and a Financial Advisor and has an honours degree in Business and Management.
Chris started First for Finance in 2010, with the vision of coupling his experience in the Financial Services industry with excellent customer service. 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.
Jeremy’s career in financial services began back in 1985. Since this time he has become well-seasoned in many areas of financial advice including inheritance tax mitigation, retirement and investment planning not forgetting business and personal protection guidance.
Jeremy is a fully qualified financial adviser Diploma status with the Chartered Insurance Institute and has an honours degree in Public Administration.
He has held positions as Senior Advisor with the Medical Insurance Agency specialising in the provision of financial advice to local doctors and dentists as well as Bank of Ireland Wealth Management where he provided advice to both commercial and retail bank customers.
As a married father with three daughters Jeremy fully understands the issues and planning needs for the typical family unit and brings considerable experience, patience and empathy to each and every client meeting.
David began his career in financial services in 2005 and since then has gained experience in numerous areas of finance including commercial lending, asset management. David joined First For Finance in 2013 and is considering working towards financial advisor exams.
David holds the Institute of Bankers Credit and Lending Certificate as well as a degree in Economics and Finance from Queens University.
David has developed a reputation for providing outstanding customer service through open and honest communication and by building strong working relationships.
Simon began his career in financial services in 1995. Since then he has built up a comprehensive working knowledge of the industry. Throughout his career he has been involved in many areas of financial services, with experience in investment portfolio management, personal pensions, and a range of family, income and business protection insurances.
Simon is currently working towards Chartered Financial Planner status.
Simon is an honest, reliable and very approachable advisor who always strives to make the customer experience as smooth as possible from start to finish, holding the belief that the customer relationship is a long term one, made stronger as time goes on by the trust built up through providing a first class service.
Joan began her career in Financial Services in 1984. She has built up a comprehensive working knowledge of the industry over a period of 30 years, within the UK’s top leading banks. Throughout her career she has been involved in many areas of the industry, with experience in: Retail Banking, Mortgages, Savings and Investments, Mortgage Underwriting and Personal Insurance.
Joan holds the full Certificate in Mortgage Advice and Practice and was a Mortgage and Protection Advisor for over 20 years, achieving several awards in the Industry during her career. Joan started with First for Finance in 2012 and has gained vast experience in the whole of market arena.
Joan considers excellent customer service to be the key attribute to her successful career. She has a reputation for being honest, trustworthy and has great people skills, which is how she builds lifelong customer relationships. Joan strives to make the customers experience as smooth as possible from start to finish and will always endeavour to ensure that it is both positive and memorable.
Faith attended the University of Dundee from 2007 to study for a degree in Biomedical Science. She returned home to Belfast in 2010 to further develop her career. Faith started working for The Lloyds Banking Group; realising this was her vocation, she decided to start getting her financial exams. She is now qualified in Securities and Investments, FSA Regulation and Compliance. She joined the team at First For Finance in 2012 and is currently studying for her CII Financial Advisor exams.
With a strong background in customer service, Faith works as front of house for the company and is often the first port of call for our clients. She is responsible for administrative duties and assists the team in fulfilling our customers’ financial needs.
With a particularly keen interest in the Mortgage and Property Markets, Faith engages in ongoing training and development within the company and strives to expand her skillset within the financial sector. She aims to become a fully qualified advisor in the near future.
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.
Kayleigh first started her career in financial services in 2010 when she started working for an insurance brokers arranging general insurance. She then decided to take her career in a slightly different direction and started working for Lloyds Banking Group where she gained her Retail Banking Conduct of Business qualification and a wealth of experience within the banking sector.
Kayleigh has a strong background in customer service and believes that building lasting customer relationships are the key to maintaining a healthy business.
Kayleigh started with First For Finance in 2014 as a finance administrator coupling her customer service skills and administrative skills with her knowledge of the financial services industry. She has a keen interest in mortgages and is planning to work towards advisor status in the near future.