Declan has worked in the Asset Finance Industry for over 25 years as a qualified accountant (ACCA) before gaining his CeMAP qualifications and joining MB Associates in December 2019. He held a number of senior finance and management roles within Five Arrows Leasing Group, a former subsidiary of NM Rothschild. He was the Finance Director of one of the group subsidiary companies during his last 12 years with the company. His key tasks involved financial planning and modelling, budgeting, reporting and advising fellow managers and board members. His role at MB Associates entails working with both new and existing clients on their mortgage and protection requirements. His aim is to find the most suitable products and providers in the market for every client’s personal circumstances
Independent Estate Agents
06:02 Friday 19 April
Team taxonomy: Mortgage Advisers
Dean has worked as a mortgage adviser for eight years, after graduating with a degree in Economics and Politics. His time in the industry has been divided between a leading London-based estate agency and an award-winning London brokerage. He enjoys finding bespoke solutions for all of his clients, whether it be for a first-time purchase, moving house or a buy-to-let investment. Providing excellent service is at the forefront of everything he does, from that first initial chat with a client through to chasing third parties and ensuring that each mortgage application progresses smoothly.
Leslie has worked in Financial Services for over thirty years, having worked for a high street Building Society for 25 years as a Branch Manager then Underwriting Manager, prior to becoming a Financial Consultant nearly 10 years ago. Her previous experience of working with one of the UK’s largest financial institutions means that she understands what lenders look for, which enables her to ensure that the application process runs as smoothly as possible for her clients when she’s advising them on their mortgage. Having been Surrey born and bred, Leslie also has an in-depth understanding of the local property market having worked in the area for many years.
Shaun has been helping families move locally for over 7 years and understands the often stressful demands of buying a property, whether it’s as a home mover or investor. As a mortgage adviser, he understand the importance of communicating with other professionals, such as estate agency partners, solicitors and surveyors to ensure everyone is working together to achieve a common goal, which is to make sure that every case is handled as smoothly and as quickly as possible to attain a successful outcome. Shaun specialises in complex cases, such as high net worth and multiple income streams, both for residential purchase borrowing and remortgages, and also Buy To Let investors.
Phil has worked in the financial services industry for 10 years, gaining his CeMAP qualifications in 2007. Prior to joining Monica Bradley Associates in January 2015, he worked as a mortgage and protection adviser with Mortgage Advice Bureau for 8 years, and also spent some time in Shanghai assisting high net worth expatriates with their financial planning. Phil’s experience covers residential mortgages – either for purchase or remortgage – Buy To Let mortgages for those making their first investment or experienced portfolio landlords, and clients who require assistance with protection for their family, property and business.
Monica has been in the financial services industry since 1987. Prior to forming Monica Bradley Associates she worked with major brands, including Countrywide and Legal & General, advising clients on mortgages, protection, savings & investments, pensions, inheritance tax planning, and wills and trusts. Since 2001, Monica has specialised in mortgages and protection whilst still working closely with her network of trusted business partners who provide her clients with wealth management, legal and tax advice. Monica focuses her time on finding exceptional solutions for high net worth individuals or those with complex income structures, such as consultants, contractors, company directors and those who are self-employed, as well as clients seeking a mortgage to move house or to remortgage their existing property.