Financial Adviser Short-Listed For Property Award

Mr. Harris,  was surprised and delighted to be nominated: “I have worked really hard over the last couple of years to build my business. I started at Unividual as a technical specialist on the Unicademy Chartered Financial Planner training programme. It can take as quick as 6 months for most financial advisers to train up and qualify but this programme is 3 years long. This gave me a huge amount of experience and knowledge that most financial planners wouldn’t hold. Upon graduating I had already built up a network of people needing financial advise. Property is at the centre of most people’s financial worlds so on top of focusing on mortgage advice I trained up in areas in and around Equity Release also. Referrals came in quickly and this year I was able to focus on what I could contribute to the local community. I have been heavily involved in Bath Life Business Club Lunches, our business was nominated for a Bath Life Award in 2019, I became an ambassador for Insuring Women’s Futures and this year I also was awarded the Pension Transfer Gold Standard by the Chartered Insurance Institute.”

“When I found out I had been nominated for the Rising Star Award for the Bath Property Awards I was really pleased. Property matters to us all. It impacts on our finances, we work in it, live in it and take pride in it. Property plays a huge part in the advice I provide to my clients and I work with a huge variety of people at different stages within their lives from first-time buyers through to those looking for an additional home.”

The awards ceremony takes place at The Apex Hotel on 15th November, two other people have been short-listed in the category.

Date: October 2019

Author: Cherie-Anne Baxter