0113 238 5321
Based in Leeds
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 20 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
24
Recent Client Reviews
Verified reviews: 100%
Simon has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Last checked: 23 September 2024
Simon can advise across a wide range of mortgage products in the market. It is important to ask if Simon checks lenders’ direct-only deals.
2
Qualifications Uploaded
2 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 20 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
24
Recent Client Reviews
Verified reviews: 100%
Simon has received 24 client reviews in the past 12 months; 100% of these have been verified
Independent Mortgage Adviser
Last checked: 23 September 2024
Simon can advise across a wide range of mortgage products in the market. It is important to ask if Simon checks lenders’ direct-only deals.
2
Qualifications Uploaded
2 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am an experienced and approachable Mortgage and Protection Adviser and Director at Vista Financial Management Limited (https://www.vfmg.co.uk). I have been with Vista since we founded the business in 2007, guiding my clients through the whole process from finding the property of their dreams, to getting handed the keys on moving-in day. Having previously worked for the Skipton Building Society in their mortgage department, I have over 15 years' experience, as well as earning my qualification as Independent Mortgage Adviser CeMAP – DipFA in 2009. I am passionate about helping out in any way I can, ensuring that my clients understand all of the various types of mortgages available to them so that they’re in an informed position to pick the right one. I work with first-time buyers, home movers and current homeowners, helping educate people looking to move up the housing ladder and those seeking to remortgage their homes, offering impartial advice and guidance about deposits and mortgage rates. I also provide advice regarding personal and business insurance, specialising in mortgage, family and income protection, along with shareholder, relevant life and key man insurance for businesses. I will always take the time to put clients at ease with my knowledge and experience, getting to know and understand their individual circumstances so that I can offer the very best tailored advice. Outside of work, I am an avid sports fan, (I have a degree in Sports Science), so you’ll often find me watching the game or enjoying quality time with my family, travelling and socialising as well as beach walks in Bamburgh with my two black Labradors.
Offers available through VouchedFor
Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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