I’ve worked in the financial services profession for 19 years, starting as a PA and working my way up from administrator to paraplanner. I’ve worked for both large corporate financial companies as well as small boutique ones. I have the Certificate in Financial Services, Diploma in Financial Services and I’m currently one exam away from achieving Chartered Financial Planner status.
On a day-to-day basis, I undertake research and write the suitability reports for clients, liaising with the administration team and financial planner. I attend client meetings as and when appropriate and keep in contact with our clients.
Initially, I approached Paul for help with a mortgage, but we're now looking at where to best place my savings and my future planning for retirement. I've received sound and elaborate advice.
Paul has always worked hard to research the full market to find the right mortgage deal for me. Paul is not affiliated to any lenders so I always get the most competitive rates available. I receive completely impartial financial advice which is tailored to my personal needs.
Paul explained everything very clearly and took the time to find out about my financial history so he could better understand what would be the best option for me.
Paul was recommended to us to help with Inheritance Tax planning. The service exceeded our expectations and we have been pleased with the outcome.
Paul was very honest and open and made sure that I understood every step. There's nothing that he could have done better.
Fingerprint Financial deal with our pensions, insurances, mortgages, long-term planning and Inheritance Tax planning. Paul's experience and knowledge in all these areas has been invaluable in ensuring our financial outcome and future is secure, planned and constantly managed.
Shane, Helen and the entire team at Fingerprint was and have always been very helpful, honest, fair and kind. Thank you so much for helping me!
After some time worrying about my pension, Fingerprint Financial Planning has located pensions I would never have found. I'm very happy with the good service and would recommend to friends and family.
Absolutely fantastic service. The staff are amazing, friendly but very professional and quick to respond to any questions. We would thoroughly recommend Fingerprint to anyone requiring financial advice.
Excellent service. This isn't just a mortgage broker or a financial and wealth planner, this is a full service financial advisory service. The staff are friendly, efficient and work at pace. In today's world of ticking boxes and scripted replies, it's refreshing to get a personal touch.
Highly recommended. Professional, friendly people who are very knowledgeable and helpful. They put your mind at ease because they know their stuff.
Fantastic service, very professional, informative and probably the best service I have received in this field. Good people, ethical and would certainly recommend them as a business to anyone!
Truly friendly, professional, dedicated to one's strategy.
Very clear and concise, every step of the way when dealing with our remortgage requirements. Big thank you especially to Paul, and to Harriet. Highly recommended.
I have used Fingerprint Financial Planning a couple of times now to set up a new mortgage or to remortgage for a better deal. On every occasion, they have been professional and accommodating, and importantly carry out the donkey work of looking for the best deals on the market - all for a reasonable one-off fee. Highly recommended!
From start to finish the guys at Fingerprint Financial were incredible! They ensured my mortgage went through smoothly and continued with their professional support right up until I was settled in my new home. Responsive customer service from Victoria, who I highly recommend to all my friends and family and will continue to use in the future myself.
I received a very good service from Fingerprint Financial Planning and would recommend them to anyone.
Exceptional service once again, quick, efficient and smooth service as always.
I have been using Fingerprint Financial Planning for four years now. The team are extremely helpful and friendly and I would highly recommend them.
I cannot praise this company enough. Especially, Shane Brockwell - he is my hero! At a time when there was so much stress in my household, Shane arrived, calmed me down, almost immediately saved me £230 a month on my mortgage payments and has found a far better product for when I am ready to buy our new house. Thank you, Shane and Co. You rock!!!
Shane and the team are very knowledgeable and efficient, managing to find me a mortgage on a property that had its complications. I was very happy with the professional service and would absolutely use them again. Recommended!
I am a landlord with four properties as well as my own home and have used Fingerprint Financial Planning for all my mortgage needs for over 10 years. They are knowledgeable, efficient and incredibly supportive. I would certainly recommend them.
I thought I was fairly money savvy, but after speaking with the small, really friendly non-judgemental team, they gave me other options I had not thought about. Fingerprint Financial Planning's advice has put me in a great place. With very important financial decisions small or large you can trust Fingerprint for the very best advice and service.
Friendly and competent staff. Fingerprint Financial Planning treats you as a valuable customer. A pleasure to work with this company. Always available on the other side of the line. Regular feedback. I can highly recommend Fingerprint.
A great service that I have used a few times, and I can't recommend highly enough. Always someone who is happy to answer your calls and help you. They also get back to you in a timely manner...a refreshing approach to business.
Right from the beginning to the very end, Shane and his team have been very helpful. Giving me the best advice and looking for a suitable mortgage deal. Many thanks, guys!
Great team and very helpful. Made the process of buying our house a lot easier.
An absolutely outstanding company. I got introduced by a friend years ago now and I have been using them ever since. The team in the office are all very polite and helpful, nothing is too much trouble. If you’ve not used Fingerprint Financial Planning yet, it’s time you did!
They go out of their way to help and make you feel valued.
Excellent service; highly, highly recommend this company.
In the spotlight
The one thing I’m most passionate about is:
My three chocolate Labradors
On an ideal weekend, you can find me:
Running in the park, watching my hockey team, walking my dogs and spending time with my family
My favourite holiday destination is:
My favourite song to play in the car is:
The Killers ‘Mr Brightside’
The first album I bought was:
Now That’s What I Call Music 2
If I could be any fictional character, I would be:
Supergirl (as I’d love to fly!)
If I could turn any activity into an Olympic sport, I would win a medal in:
When the dessert menu arrives, I’m looking for:
The three qualities that draw me to new people are:
Sense of humour, honesty, humility
My pet peeve is:
The best gift I’ve ever received is:
An engagement ring
The three people at my dream dinner party would be:
Lee Mack, Phil Tufnell, Tom Bradby
The three small things that make my day better are:
Coffee, laughing, my dogs greeting me when I get home
The proudest moment of my career so far is:
Passing all my exams
The three things I love most about my job are:
Helping clients meet their goals, analysing information, working closely with others
The types of people I most enjoy working with are:
Helpful, friendly, knowledgeable
I enjoy keeping fit and have played hockey for Gravesend for a number of years, although having sustained a few injuries, I’m now mainly a cheerleader!
I’ve started participating in Parkrun on a Saturday morning (5K) in Shorne Woods and occasionally take my dogs with me. I have two chocolate Labradors which I breed with my partner, and we enjoy long walks in the countryside with them and our dog-loving friends.