Mortgage Adviser Taunton
At Aitana we believe in putting the customer at the heart of the mortgage advice process, building a strong understanding of their personal circumstances, financial goals and aspirations. Please see below to find out more about us…
Mortgage Adviser Taunton
How We Work With You
1.
Your Goals
We establish your goals and aspirations for your mortgage taking the time to get to know you.
2.
Your Requirements
We gather the relevant personal and financial information needed to establish your requirements for your mortgage including insurance and protection.
3.
Our Recommendation
We recommend a mortgage and any relevant protection / insurance cover based on what we know about your requirements. We will also arrange any other services you may need i.e conveyancing, surveys.
4.
Application
We make the application on your behalf – liaising with lenders / providers to support your application process, ensuring the process runs smoothly. After you have received your mortgage offer, we will continue to support you by following up with solicitors assisting where we can with any queries you may have, ensuring your mortgage completes as smoothly as possible.
5.
Reviews
We will keep in contact with you to review your circumstances and help keep you on track to achieve your goals. When you need to remortgage or are thinking of moving home we will be there to do this for you.
Richard Davis
Mortgage & Protection Adviser & Practice Supervisor
With 20 years’ experience in the hospitality industry including Operations Director role with Costa Franchise and Area Manager roles with Whitbread Richard has an outstanding track record of providing excellent customer service.
‘I believe we should put the client at the heart of everything we do, treating them with care & compassion. Whether you are a first time buyer, buying a new home, looking to save money on your mortgage or a buy to let landlord, I love getting to know you and helping you achieve your mortgage goals.’
Mobile: 07974 182908 Email: richard.davis@aitana.co.uk
Harry Cushion
Mortgage & Protection Adviser
Specialising in Mortgage and Protection advice, both for individuals and businesses Harry Joined Aitana in March 2019 working from our Taunton office. ‘I really enjoy getting to speak to people from a wide range of backgrounds and help them realise their property ownership goals. Whether you are a first time buyer or an experienced property developer my aim is to provide tailored solutions to your financial needs and build a long standing relationships with my clients.
‘I Live in Taunton with my wife and 2 children and spend most of my spare time running around after a toddler and generally enjoying family life. When I manage to get some time to myself, I enjoy cycling my bike too far away and up hills that are far too steep.’
Mobile: 07825 954403 Email: harry.cushion@aitana.co.uk
Peter Houston
Financial Adviser
Peter is our newly appointed Financial Adviser who specialises in Pensions and Retirement Planning as well as mortgages. Peter has had careers in both the Military & Education before moving to the Financial Services Sector, bringing with him a wealth of knowledge and experience. Away from work Peter enjoys keeping himself in shape at the gym and spending time with his wife and two children.
Mobile: 07726 177 218 Email: peter.houston@aitana.co.uk