After graduating from university, I spent several years working in a successful estate agency with offices in Frome, Trowbridge, Midsomer Norton and others. I was subsequently invited to join Friends Provident to undertake my financial adviser training, which I successfully completed. In 2001 I decided to specialise in providing mortgage advice, and joined a national high street IFA as an independent mortgage adviser. This gave me an initial grounding in providing mainstream purchase and remortgage advice as well as advising on buy to let advice. I also began advising on equity release mortgages at this time.
After four years, I decided to move away from this company, and from 2005 worked with a smaller local IFA practice as their specialist mortgage adviser in Frome and Chippenham. This not only gave me more time to spend looking after my clients, but also enhanced the range of services I was able to offer, including commercial mortgages, bridging finance and more complex large loans. During this time, I went on to complete the Advanced Certificate in Mortgage Advice and Practice to help me achieve this goal.
Over the years, I have established relationships with hundreds of clients, not just locally, but stretching across the whole of the UK, many of whom have asked me for help on several occasions. My clients have included property developers and professional landlords, as well as first time buyers, home movers and remortgage customers, who need help in finding the most suitable and competitive products available. I have also developed business partnerships with a number of estate agencies , solicitors and financial advisers across the South West who ask me to help their clients with their mortgage needs.
They say that moving house is the most stressful thing that you do, EVER. This is correct to a point, but when we moved 2 years ago, Dave made the financial side of it a breeze, and completely stress free. We went to banks/building societies and the people we spoke to were useless. Dave quickly found us a superb deal, even though I work in sales and have commission make up part of my package, and my wife is self employed.
Dave has been so helpful all the way through our house-buying process even though it all took such a long time! He was always available to chat when we needed him and replied to emails very promptly. He gave us such good advice and support and we really couldn’t have done it without him. We thoroughly recommend him.
We weren’t totally sure what was possible, or indeed what we’d be able to afford. Dave was incredibly helpful at every stage of the process, explaining everything clearly and making sure that we were happy. He was able to get everything setup extremely quickly, and efficiently. I would highly recommend his service to others without hesitation. Many thanks…
Dave has provided a service that can only be described as 1st class. Efficient, knowledgeable and decisive, Dave inspires confidence throughout the entire process. It is hard to imagine how he could improve upon it.
In the last 24 hours Dave has helped me explore my options, clarify potential possibilities and supported me through a very emotional couple of days. At no point did I feel pressurised to make a decision, so much so that I have decided not to sell my house at present!
Dave offers a professional, practical and knowledgeable approach to the world of mortgages, but includes a very human, approachable, empathetic manner; he could almost take up counselling as another career. A very big Thank You, and I will be back in 5 years time so do stick with Mortgage advice.
Dave Rees has been amazing. I have complicated circumstances and Dave has helped me at every stage of the process making it as painless as possible. I recommend him to everyone I know and will definitely use him for my next purchase.
I found Dave extremely helpful and sympathetic at a time when I needed expert advice to get a good mortgage deal. I would certainly recommend him to others
“Dave provided sensitivity and great mortgage advice for me in an extremely difficult situation whereby I needed a much larger mortgage after the death of my partner. I am completely happy with the new mortgage deal that Dave got me. I would and have recommended him to my friends.”
Highly recommend…Very helpful and nothing was too much trouble for them, got me a fantastic mortgage deal and I will definitely use them again in the future. 🙂
Dave was helpful and seemed to be available 24/7 – just when we needed him most. I’m pretty sure we got a good mortgage deal in a difficult climate. Thanks Guys!
Dave helped us with a number of financial issues we had been putting off for ages. He helped us identify our main requriements and was able to give us a range of options and clearly explain the pros & cons of each. We were able to make an informed decision about the best route forward for us and if we had any queries no matter how small Dave was always easily contactable and happy to help. I recommend his services to everyone I know.
Dave was very helpful, made it all very straight forward and simple, and was always available for a chat. Very good!
We have used Dave for many years. He has always been very helpful and very professional, understanding our requirements and meeting our needs within short timescales.
| I’m here to help
Whether you are an IFA, an estate agent, a solicitor or an accountant, you will come into contact with people needing mortgage advice. I already work with several professionals in each of these fields and aim to provide them and their clients with a professional and reliable service. In addition, I am in a position to remunerate you for business referred, to help generate additional income streams for your business, as well as the possibility of reciprocal business.
Many IFA’s find they don’t have the time or the day to day knowledge to advise their clients on mortgages. I have several IFA’s who regularly refer their clients to me. I provide a professional and speedy service to these clients, along generous remuneration to the IFA for written business. I appreciate how important it is that you are able to trust that the mortgage adviser is able to provide a professional service that reflects on you as well as being able to trust that the clients you pass across to me remain ‘your’ clients for all other aspects of financial advice and I have a long and proven track record with regards to this.
