your friends in finance

My Journey – Derek


My name is Derek Carroll and I have been working in Financial services for 30 years. Similar to Mark I started my journey with Lloyds TSB and worked for them for 22 years. I was a specialist lending manager with them where I gained a wealth of experience of working with customers and underwriters in the bank. This experience gave me the opportunity to understand how financial institutions make lending decisions and how they perceive risk. In 2007 I decided to work as a self-employed mortgage adviser to offer clients a service which was always going to be customer centric.

In 2014 I was approached by Colin to join Lifelong Financial Planning as a mortgage specialist within the company, as the business was expanding rapidly and as mortgage lending was becoming much more challenging. He wanted a full time experienced  professional to provide a superior level of service to clients. I had known and worked with Mark previously and who I had always shared the same ethical values as. After meeting with Colin a few times and understanding his aims for the company and clients I did not hesitate to join.

I hold the Institute of financial services Certificate In Mortgage Advice and Practice (cemap) and now starting my journey to become a Level 4 Financial Adviser. If you need quality, professional Mortgage advise that you can trust then please get in touch with me today.

 

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