We’re a fun and close-knit team who all share a passion for delivering a truly first class customer experience. We work collaboratively, utilising our specialist knowledge to ensure we offer our clients the best outcome possible.
What we enjoy the most at Purely Financial is helping to fulfill aspirations and see our client’s dreams realised. As dull as the job might outwardly appear, it’s the human aspect that makes it feel worthwhile every day. Seeing smiling faces and hearing “it wouldn’t have happened without you” is the reason we do what we do.
Our overall goal is not only to help you obtain your dream property but to ensure that you’re able to keep it, no matter what. Part of our service is to ensure that every aspect of our client’s circumstances are considered. More than just getting you a mortgage, we want to ensure that you get the right mortgage, with adequate protection so that you can enjoy your family home with complete peace of mind.
Meet The Team
Andrew’s career began in 1988 in the field of general insurance. He subsequently ran his own financial services business within a major independent estate agency. This experience gave him invaluable insight into the mortgage and protection needs of a wide range of clients. He relishes the challenge of finding the right solutions to clients’ problems, and now focuses on giving advice on residential mortgages, the various ways of securing mortgage debt and protecting a family’s lifestyle against life’s unexpected and unwelcome events.
Outside of work, Andrew enjoys family holidays, visiting his parents in Spain and playing golf with Duncan (he’s a 1 handicap).
M. 07989 347575
Duncan has worked in financial services for over 15 years. He has particular expertise in mortgages, protection, pensions and investments. When working with clients, he takes a comprehensive view of their finances; by taking into account the bigger picture, he’s able to make recommendations that take full account of his clients’ personal circumstances and are bespoke to their needs.
When he’s not helping clients with their mortgage and protection plans, he enjoys spending time with his young family. He’s a keen gym-goer, committed (through thick and thin) Arsenal supporter, and a dedicated golfer with a scratch handicap.
M. 07734 592930
Claire has worked in financial services since 1998 and is a qualified adviser. She moved in to an administration role in 2011 after having her son. She joined Purely Financial Planning in July 2015, following the birth of her daughter in September 2014. Claire and the team know first-hand how exciting (but also slightly nerve wracking) buying a property can be, and pride themselves on providing a high level of customer service. They believe in keeping clients updated on progress every step of the way, as being in regular contact can do much to reduce their stress levels.
Amanda has worked in financial services for 20 years, Qualified in Mortgage advice, Equity Release and Estate Planning, she has now turned her attentions primarily to helping clients protect their assets.
Amanda is passionate about ensuring that her clients futures are prepared for, by the way of having a will, trust, or power of attorney, and making sure that each person has their own tailor-made package. She strongly believes in making things easy for clients to understand and provides a plain English commentary with every will written.
In her spare time, Amanda enjoys spending time with her family, supporting her children in their ballroom dancing and gymnastic ventures, she’s also a lifelong Arsenal supporter and enjoys live music.
Mortgage & Protection Advisor
Mortgage & Protection Advisor
Ben has worked in financial services since 2018 as a mortgage and protection adviser within a Surrey based estate agent. His ability to build great customer relationships whilst giving truly bespoke advice quickly made him progress and he has joined Purely Financial in 2023 to help provide specialist advice in these areas.
Prior to working in financial services Ben spent 15 years as a golf professional and still loves playing the game socially. Aside from this, Ben has a young family that he loves to spend time with outside of work. He also enjoys football, is a volunteer coach with his son’s team and is, for his sins, an avid Manchester Utd fan.
Head of Administration
Head of Administration
Lindsay joined the Purely Financial Planning team in 2016. She’s an experienced administrator with a wealth of financial services knowledge, having joined the industry back in 1997. She worked with Claire at a previous employer, and shares her enthusiasm and commitment to providing attentive customer care.
Sharon has worked in the world of mortgages for over 30yrs, she has seen every side of the business from advice through to underwriting and administration. She adds these decades of experience along with wonderful interpersonal skills to the client support side of the business.
A hugely social person and keen walker, Sharon brings energy and fun to the office and helps bring things to life for clients.
Our initial consultation is free and your opportunity to decide whether we’re the right fit for you. We consider each customer as an individual case and fees will always be discussed and agreed upon at the outset.
As an independently owned firm, our pricing structure is flexible to our clients’ means and competitive within the market. A typical fee is around £500.
We are appointed representatives of the PRIMIS Mortgage network, PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
About our Clients
At Purely Financial, there is no such thing as a typical client. We don’t feel that the ‘one size fits all’ approach applies to the financial industry and as such, every client is considered as an individual, based on their own specific circumstances.
Our testimonials say it all, we provide a helpful and honest service, which is professional yet personal and down to earth. Regardless of your circumstances or whatever pre-existing perceptions you have about what is or isn’t within your reach, give us a call or email. An initial chat costs you nothing and we’re always here to listen. You never know what might be possible!Treating Customers Fairly