Hello from what was a very wet Penistone! We hope that the heatwave we had this Saturday helped you all to enjoy your weekend & hopefully get the long-awaited BBQs out!
We’ve all had a busy month here at Stepping Stones Financial Services. The weather hasn’t stopped us or our clients, and we’ve had some fantastic underwriting outcomes, very happy customers and some amazing reviews! The office definitely has a lovely aroma of coffee beans as Faye has mastered the beast of a coffee machine – finally. Ian and Steve had a trip over to the Birmingham NACFB EXPO. This was an opportunity to meet and chat with lots of Commercial and Finance companies. We continue to increase our Professional Development through attending training with mortgage intermediaries, and we had the pleasure of meeting our new Business Manager, Liz from Halifax Bank PLC this month, and were excited to learn of their speedy underwriting scheme and other changes. We’ve been baking home-made brownies, bike riding, running and loving family holidays in our spare time.
Ian has been busy arranging Shareholder Protection for two of his Director clients. He has had a very busy month helping his clients to transfer their mortgage product/rates; more specifically helping to raise funds on a re-mortgage for an extension. Helping a First Time Buyer buy their first home that is a New Build and helping clients to protect their mortgage and family with Life Protection and Critical Illness policies.
Steve has been helping to raise bridging finance for a pub landlord to buy new pub premises. He has also been busy helping his existing Residential clients to get fab mortgage deals as theirs come to an end.
Jo has been helping a Portfolio Landlord to re-mortgage and also been super-busy helping an Ex-Pat client to re-mortgage a Buy to Let property and is helping a client to buy a house with an historic and repaid Debt Management plan.
Faye has been busy supporting Ian with his Clients and mastering new skills and practises.
We are excited to see how many existing & new clients we can help in July and are praying we get some sunny dry weather to help us along our way!
Team Stepping Stones.