In your Fingerprint Financial Planning team update this time around, meet independent financial adviser Joe.
You can also find out all the latest from elsewhere in the team and hear about some of the wonderful things you have been saying about us, as we take a closer look at some of our latest Google reviews.
But first, let’s meet Joe,
Fingerprint’s Joe Holmes “In the Spotlight”
Name: Joseph Homes
Job title: Review team adviser
Experience: 12 years in independent financial advice.
What attracted you to the financial planning industry?
I have been in financial services since the day I left school. In fact, I was still planning my school “leavers do” when I started my trainee adviser role in Sevenoaks. The role had been posted to the news board in my school. I went for the interview and the rest is history.
My Dad worked in financial services and I was always interested in the stories he brought home from work.
In addition, I studied business and finance so I have always been working towards a career in financial services.
What do you like most about your job?
Few careers allow you to help people in the way that we get to. And we get to do it daily.
During the course of a review meeting, we will cover all areas of a client’s personal and financial circumstances. In doing so, I can provide an ongoing monitoring service which means they are looked after from the beginning of their journey with Fingerprint, right from the way through.
This could be helping with a mortgage that has come to the end of a fixed term or reviewing pension provisions to ensure they are on track to retire when they want to, and with the level of income we have planned for!
What does your day-to-day look like in the office? How do you help our clients?
I will generally have a client review meeting every day of the week (sometimes two a day).
First, I’ll prepare for the day’s reviews to make sure the client gets the most they can from the meeting. I want to be sure that I can answer any and every question they may have.
Then, after the meeting, I will update all of the files to ensure the client’s details are correct. If there are any action points from the meeting I will get onto these straight away. I find this works best as everything is fresh in my mind and the client gets the best service.
Can you give a stand-out example of a client that you have helped recently?
One of the outcomes of a recent client review meeting was that the client required a withdrawal from his pension urgently. This was to help with the cost of living, as well as a one-off emergency expense.
As soon as the meeting was over and I was back at my desk, I drafted the suitability letter and actioned the income withdrawal immediately. The letter and application forms arrived in the client’s inbox before he got home from the meeting.
It’s a small thing but the client reached out to say how pleased he was with the speed of my actions and that I had listened to every word of his concerns.
Fingerprint reach a massive 239 five-star Google reviews
Client feedback is always greatly appreciated and Google reviews and “Refer a Friend” recommendations are a great way to grow our business and improve the service we can offer to you.
That’s why we’re so proud of our 239 five-star Google reviews. Here is just a selection of some of the nice things you have been saying about us!
“I had a one-month time constraint on buying my first property. It seemed impossible at first. But Jonathan would pick up my calls and answer my questions well into the evenings, early mornings, and even weekends!
“I honestly couldn’t be happier with the service both he and his team provided, from how fast, high quality, supportive and all-around just lovely they were.
“I will recommend Jonathan and Fingerprint Financial Planning to anyone who needs an advisor!!”
– Ellenah
“We have recently used FFP for a variety of financial services and Paul and the team are fantastic. We have worked with many of the team there and all have been a pleasure to work with. They really do focus on trust and make the process far more enjoyable, and interesting, and challenge you in the right way to really think about your investments, future, and the options available.
“We will continue to work with this team of experts for a long time and will continue to tell friends and family alike to book in with them to focus on your life plans. Massive thank you FFP!”
– Samantha
“I was lucky enough to be introduced to Ben early in my property career and since then I have used Fingerprint for numerous mortgages, financial advice, and investment discussions. Every time I’ve worked with them it has been a smooth process with clear communication and guidance along the way.
“In recent times, I’ve worked closely with both Vicki and Millie who have continued to deliver that high level of service. They not only meet the needs and requirements of the customer but they anticipate any problems that could occur and ensure that there is a clear action plan to still get to the desired end goal. A big thank you to them both on our most recent transaction.
“I have recommended Fingerprint to numerous friends and wouldn’t hesitate to do so again.”
– Joseph
“Vicki, Natasha, and Millie have been of great service, and have helped every step of the way with getting our mortgage sorted in these worrisome times. They all have been ready to help at any time and always happy to answer any of the questions that we may have had. An exceptional experience for us.”
– Eliot
“I have been working with fingerprint for many years now initially with mortgages and more recently financial investments. I have just recently completed a new mortgage with them. The whole team is friendly communicative professional and efficient. The answer is YES what’s the question. Could be their motto.”
– Chris
“I have used Fingerprint for a number of years and never had any problems. This time around, purchasing a new property proved to be incredibly difficult with various different issues, including Covid leading to substantial delays.
“The support that we received from the team was above and beyond what I expected, even giving regular updates on how the legal side was progressing. Would definitely recommend.”
– Paul
“I have been dealing with this company for about a year and they have patiently listened to me even when I have asked stupid questions. They respond to correspondence and return calls quickly. They have a brilliant team and I must say I have been very happy with the service. I was recommended to them by a friend and I am not disappointed. Would definitely recommend this company. Thank you.”
– Judith
“Buying a home is difficult, and even more so when you’re a first-time buyer. Thanks to Fingerprint, this process was so much easier!
“From the initial meeting with Helen, I was impressed by the company’s professionalism and hospitality. My mortgage advisor, Jonathan, was always on-hand to support, offer advice, explain the confusing world of mortgage applications and interest rates, and process key actions urgently. Jess was also particularly helpful in providing updates and helped speed the purchasing process along.
“I would highly recommend using their services. The team are very attentive to your requirements and go above and beyond to advise and guide you through the process.”
– Ijeoma
“We have used Fingerprint Financial Planning for over 10 years now for remortgage and life insurance policies.
“We have always found Ben Beslic to be extremely knowledgeable with a friendly manner who takes a genuine interest in his clients and finding them the best deal. No question is stupid and he will happily explain things In layman’s terms.
“His whole team are very helpful and keep you updated during the process. What can be quite a stressful process is made all the easier with this company. I wouldn’t hesitate to recommend them.”
– LB
“This wonderful company found us a great mortgage offer when we found ourselves in very unexpected and unforeseen circumstances.
“We weren’t even considering buying a house but when our rental situation suddenly changed, we had the opportunity to purchase and Fingerprint has been there for us the whole way through.
“Our advisor, Will, has been amazing throughout and has been on call when we’ve had any questions or needed clarity on anything we didn’t understand.
“We hadn’t realised that sourcing buildings and contents cover and life insurance were also part of their service and are thrilled that he has found us the products that match both our circumstances and affordability.
“Will and his fantastic colleague Hanife have completely taken the pressure off us and turned what would have been a very stressful situation if we did this on our own into a much more relaxed process as they took on all of the work for us.
“I must admit we were very sceptical about using a third party company and paying a fee for the service but it really is well worth it!!
We would recommend Fingerprint without hesitation and would like to thank you all so much for getting us through to this point and are looking forward to the completion of the sale in the very near future.”
– Maxine
All of us at Fingerprint would like to thank all of you for taking the time to leave us a review – we really appreciate it!
Remember, that as we have with the satisfied customers above, we can help you across any area of your finances. Whether you are looking to buy a first home, plan for your retirement, or both, we can help so get in touch now!
Eve and Ellie are hitting the books ahead of their next exams
Finally, as part of the whole Fingerprint team’s commitment to ongoing professional development, we’d like to mention Eve and Ellie.
Eve is currently studying hard for her R02 Investments Principles and Risk exam, while Ellie is studying for her CF1 UK Financial Services, Regulation and Ethics exam.
We are sure you will join us in wishing them both all the best and good luck!
