| Disclosures: |
Jenny is a vastly experienced WoM Mortgage and Protection advisor. Currently self-employed working for Connect, authorised by Openwork. Jenny will be joining us on our self employed with support. Due to length of time in role Jenny has over 1100 clients within her client bank, she will continue to service these within M1. Jenny will also require an Equity release licence and we arranging for a meeting with Gavin to review the lifetime mortgage process. Long term Jenny’s client bank will be moved over to our existing adviser Danny Sykes ( Son in law) and Jenny will then focus solely on Lifetime, this is a 2 + year plan. Jenny is moving to M1 as a long term exit strategy to focus and will support M1 as our first Lifetime authorised adviser. Nothing declared. |
