Concise Financial Solutions was founded by Tom Jackson.
Barry’s background, upon gaining a diploma in Business & Finance, started within Residential Estate Agency. Following 6 years valuable experience gained in residential sales he changed career to Financial Services 12 years ago.
Barry advises on all aspects of residential mortgage finance along with non- investment based pure protection products.
He takes great satisfaction in helping and advising clients on their mortgage and protection needs in a clear and understandable way and is always on hand to help clients achieve their goals.
Sue has joined Concise after 23 years as Assistant Branch Manager at Barclays Bank, where she managed daily branch operations, while delivering excellent customer service to her customers.Sue’s role at Concise is to provide all our clients with the highest level of service at all times. She will liaise with lenders, insurance providers, estate agents and solicitors to ensure a smooth and hassle free process keeping all parties updated throughout.
She is very passionate about providing a warm welcome to all our clients and helping them realise their dreams. Sue is married with two children. She enjoys cycling, keeping fit, exploring the world and spending time with family and friends.
Concise Financial Solutions Ltd is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority (SOL1734). Registered Company Number: 8924695. Registered in England & Wales. Registered Office: Concise Financial Solutions Ltd, 4B The Quays, Burton Waters, Lincoln, LN1 2XG. Any initial consultation will always be at our cost with no obligation to proceed, however a fee may be charged for the arrangement of a mortgage. The precise amount will depend upon your circumstances but a typical fee would be £295.
"Thank you again for the work you have done for us. I'm really happy with the service you have provided and would be happy to recommend you to anyone".
"Thank you once again for all your help and advice along the way and for finally pushing it all forward yesterday. I'm very grateful for your patience and calm that you showed throughout. With thanks again and very best wishes".
"Tom, just a little note to say many thanks for all of your help and assistance in arranging our new mortgage and insurances".
"To Tom & all at Concise, thank you all for your help with getting us a mortgage we wouldn`t have been able to do it without you! Thanks for helping us with all mortgage problems that we had as well".
"Thank you for all your help Tom, I am very pleased to have our new mortgage in place. I will be happy to recommend you so will mention this to my friends and family".
Concise Financial Solutions are based in Lincoln and offer mortgage and protection advice across the UK. We specialise in providing whole of market help and advice on all aspects of property finance including residential and buy to let mortgages and equity release products. Our aim is to provide comprehensive but relevant advice in a clear and easy to understand way.
Concise Financial Solutions has a strategic relationship with Stonebridge Group, enabling us to search 1,000s of mortgage products across the whole of the market, some of which are exclusive to us and not available on the high street.
At Concise we also believe in protecting you, your home and your family if the worst was to happen. With access to the leading insurance providers we can make sure you are covered for any eventuality.
We are happy to meet to discuss your requirements further at a time and place to suit you. Our initial appointment is always at our cost with no obligation to proceed.
