Meet our advisers
Trish Green Cert II (MP)
Mortgage & Protection Adviser
I’ve been working in financial services some 25 years now and specialise in Mortgage and Protection Planning. Working towards my Diploma in Financial Planning I am currently Cert II (MP) qualified.
It’s so satisfying helping my clients obtain their financing for a home, taking the headache out of trying to find the best deal to suit their individual circumstances.
I advise on all types of mortgages, be it first time buyers to often complex Buy To Let solutions for the smaller landlord or the larger portfolio customer. To complement mortgage planning I also advise on all aspects of personal protection planning to counter life’s unexpected turns and provide peace of mind for clients.
Based in East Yorkshire but cover Nationwide UK.