Phil has worked in the financial services industry since 1992, having started with a large insurance company. He went self employed in 1996 as an Independent Financial Adviser before setting up his first company, Needham Market Home Financial in 1999.
After four years, he decided to concentrate solely on mortgages and related insurances, and The Mortgage Centres was born. Since then, Phil has been influential in the opening of several new offices as the business continues to grow.
John joined the company in June 2003 and has held a number of different roles during this period. This means that as well as being very experienced advising customers on their individual requirements he also understands the administrative side of the mortgage application process.
John first started advising in our Leiston office but now covers this and the surrounding area from our Needham Market office whilst still regularly visiting customers for pre-arranged appointments in our Leiston office.
Niki joined The Mortgage Centres in October 2007 straight from university. As a member of the administrative team she has gained a greater knowledge and understanding of the mortgage industry. She enjoys supporting our mortgage advisers and working with our clients to make sure they are always looked after to the best of her abilities.
Laura joined The Mortgage Centres in September 2016 as a member of the admin team and has since gained a greater understanding of the process, helping her to speak to clients, lenders and solicitors. Before joining the team, Laura gained five years’ experience working in admin with her previous job.
Gordon joined the business in June 2017 and has nearly 40 years’ experience in the financial services industry. He is responsible for the compliance of the company which includes the auditing of the advisers’ activity. All business is conducted under the regulation of the Financial Services Authority and it is Gordon’s remit to ensure that any mortgage, life assurance or any other related arrangement is written in the correct manner. He will always apply the Principal of “Treating Customers Fairly” throughout any activity with our clients.
Emily trained as a Compliance Officer 18 years ago, working for a large national insurance company. She joined the firm in 2004, taking on the role of Compliance and HR Manager. As the group has expanded, she is now specialising solely in HR and in 2017 gained her HR Management Level 5 qualification through the CIPD.