Ian created the business in 2023 after studying and passing the Certificate in Mortgage Advice and Practice (CeMap) during 2022.
Prior to 2022 he was a Quantity Surveyor for nineteen years, cost managing large multi million pound projects for volume builders and large plc brands such as Bellway, Kier and Lovell, amongst others.
The career change was prompted by a desire to set up a business in his home town where he still plays cricket and coaches rugby and cricket all year round. A proud Dad who loves the sea and the incredible beauty and contrast of forestry, beach and dunes that living in South Wales affords.
I am proud of the business and proud of my career change at the grand old age of 47. I felt like I was getting stale and had more to offer. It was a big step to leave an established career behind and all that came with that but I felt the time was right for me to try something new and I could not have been happier by the move and how quickly the business has grown.
While studying for the qualification and undergoing the process of creating the company I had a chance to consider what I wanted the company to 'be'. A few options would come and go but I kept coming back to the same five elements...open, honest, trustworthy, excellent communication and helpful. I think they are minimum requirements dealing with other people's finances but it is something I endorse and qualities that I am proud of in myself.
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