I qualified as a Chartered Surveyor at East London University. After working in various sales driven roles, I decided to off work and travel for one year in the Far East & Australia the best time of my life. After refreshing my soul, I decided to join the financial world with dad in mind which started in the Co-op then St James Place and obtained full qualifications for Mortgage Advice and Financial Planning were obtained - FPC 1,2,3 & CeMap Bridge for mortgages.
I then joined Dad 13 years ago where I began to specialise in Mortgages for Residential & Investment Properties and Insurances. I then went on to further my knowledge and succeeded by obtaining Level 4 DipFa and more recently Level 4 DipMAP. My dream is to build the company to include all my family members. I have adopted and refined dad's philosophy in treating everyone as we wish to be treated and so endeavour to maintain the same high standard of advice & services for each and every one of our clients. As the ever changing industry became more involved in specialising in all fields, I chose to select one area of real expertise although maintaining to offer advice & knowledge in all areas of Financial Services. My confidence is that of making a difference in people's lives and pride myself in succeeding to help relieve financial pressure and helping clients grow their property ladder and finances.
I studied at Studied at Scotland University where I decided to work in my family's business for 5 years in their translating agency. I then joined corporate banking for 7 years moving to the private client side specialising in wealth management, mainly with foreign clients. I have worked with private clients ever since, mainly overseas. I have travelled extensively because of work and spent periods living in Cameroon, Luxembourg, Switzerland and Spain. In 2011 I qualified as Independent Financial Adviser having decided that I needed to do so if I was going to work with UK clients. I then joined my Network New Leaf Distribution in September 2013 as an Appointed Representative where I also teamed up with Deen Financial Services. My main areas of expertise are savings, investments, pensions, and retirement options and Auto-Enrolment.
I Studied at Middlesex University after which I joined the banking industry as a Personal Loan Advisor then a Network Analyst for T-Mobile. After years of recovering from a horrible accident, I joined my brother Richie and dad voluntarily to help alleviate the mundane but necessary administration. As I learned the industry over the years I qualified in CeMap1 and became the Protection Advisor specialising in the offering whole of market non-investment insurances from Buildings & Contents insurance, Private Medical, Life, Critical Illness, Business & Income Protection. My ethos is to ensure each client fully understands their insurance needs & benefits where I work with them to a budget that they are happy to utilise, also providing a hand held service to ensure the processes are fully understood. I provide a fully advised solution also safe guarding our clients to make sure that their financial pressure is reduced in the event of an eventuality occurring. I provide support during claims as this can be quite daunting when something happens, also ensuring that our clients best interest is always priority.
Perri is an head of our Mortgage Para Planning. The Team consists Laura Wright & Lynn Taylor who ensures that the administration and progression of applications at Deen Financial Services runs smoothly.
Deen Financial Services is a trading style of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority : FCA number 460421
Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.