Meeting Update: 10 January 2019

Welcome

A warm welcome to our visitors and subs this week: Caroline Barton from Smart PA, Clare Moorhouse from Moorhouse Digital, Ian Spink from IPS Coaching, Kate Dawes from Paxton Access Control, Marc Bott from Centric Lighting and Sonia Burden from Careersat.


Education Slot

The Education Slot this week was all about Chapter vacancies, currently we are looking for members to fill the following roles: mentors, ed-slot coordinator and membership committee.


Notable Networker

The Notable Networker for January is Dan Pala from Ixis for the amount of referrals he has given, the amount of 1-2-1’s he has held and his excellent attitude.


Renewing members

Renewing members, Mike Snape from Bennett Brookes and Liam White from Capstone Financial Management


60 Second Cup

The winner of the 60 second cups this week is Matt Bains from Acorn Electrical Services


10 Minute Speaker

The 10 minutes speaker this week was Ross Jones from Home Financial..

Ross helps his clients by offering tailored guidance whether they are first time buyers are seasoned investors. He also specialises in helping people will complex needs, this could be self-employed or business owners. He offers workplace and home visits.

Case study: Help to buy – the first wave of people who used this incentive will find it is coming to maturity. These people now need advice on how to best repay the equity loan and plan for the future.

Ross holds extensive qualifications to complement his years of experience and they include a Foundation degree in financial services, an equity release qualification as well as the standard mortgage qualifications.

Ross is looking for: Business owners and self-employed, other mortgage advisors, estate and letting agents, property developers, work place benefits, home builders, solicitors, barristers, doctors etc.


60 Second Cup

Sue Richards from Enriched International won the door prize this week, well done Sue!


Figures for the last 7 days

Referrals: 10
1-2-1s: 13
Visitors: 3
Testimonials: 1
TYFTB: £9737