We are only as good as our people, so let us introduce you to our team members, whose personalities give Compass its direction
A veteran of three marathons, Simon has also proved his financial endurance over the last twenty years, specialising in Mortgages and Protection. With Mortgages, he has the hard-won knowledge and vast experience in this complex area, to help you to consider all of your possible options. And with regard to Protection, Simon is particularly proud of his success in securing cover for people with serious medical challenges, such as MS and high blood pressure, as well as those in roles where they are exposed to danger.
Don’t let the fact that Dave Mills played football for Brighton and the Tulsa Roughnecks put you off; he’s quite harmless really! With over 20 years experience, Dave specialises in pensions and investments for people of all ages, for example taking clients, who can perhaps be more adventurous with their money, through their life’s journey, as responsibilities grow and financial imperatives change – often, if desired, by means of a comprehensive annual review.
Equity Release & Mortgage Adviser
Nikki has been advising on equity release since 2003, and on mortgages for even longer, putting honesty and transparency at the heart of all that she does. She is passionate about giving people the right advice, happy to walk away if she believes that a particular course of action is not right for an individual. She cites one of her proudest moments as securing equity release for a widowed gentleman to invest in the domestic enhancements and mobility aids that enabled him to enjoy the use of all of his house, rather than just one room.
Since joining Compass in November 2017, already with decades of property experience behind her, Nicky has become our Customer Relationship Management system guru, taking over communication, administration, data input and operational support roles. Therefore allowing Dave, Simon, Nikki and Rhiannon to do what they do best, only better and faster. In her spare time, Nicky enhances her creative skills through painting and custom cake making and loves spending time with her children and grandson.
Customer Relationship Manager
Working with Compass since our inception, Justin provides invaluable support in ensuring our clients are given ample warning of when their existing mortgage deal is due to be reviewed. Expect a friendly call from him in the months leading up to your product end date to book your next review in!
Why not get in touch today?
For a friendly, confidential and without-obligation conversation
Thanks for getting in touch with Compass Personal Finance, we'll be in touch very soon. If you'd like to speak to someone in the meantime feel free to give us a call on 01489 578338.