Meet The Team
The experts that make up the Clear Finance team
Our close knit team consists of highly qualified and experienced members of staff. Offering a friendly and transparent service in financial services, with our aim of ensuring that we find the perfect product for your circumstance.
Principal & Independent Financial advisor
Joe has over 20 year’s experience within the financial services industry he is level 4 diploma qualified and holds his CeMap mortgage qualifications and is member of the London institute of banking he has specialist knowledge in pensions & investments and is a very technical and knowledgeable advisor whose prides himself in delivering an exceptional client experience.
In his spare time, Joe enjoys spending time with his wife and 5 children and playing squash and he can also hold his own on the golf course.
Protection Specialist
Steve has 17 year’s experience within the financial service industry. He has previously had an extremely successful career within retail banking conducting various roles such as senior bank manager and customer consultancy advisor where he gained national recognition as the top performing adviser in the country his expertise lies with the protection and general insurance markets.
In his spare time, he enjoys spending time with his children and is an avid Manchester United fan. As you can see, he has a cracking pout.
Mortgage & Protection Specialist
Zie is CeMap Level 3 qualified and has nearly 4 year’s experience within the financial services industry providing advice on mortgages and protection products. Following an 8 year’s stint in retail management, Zie decided to return to the financial services sector and now specialises in providing mortgages for new build purchases, re-mortgages and buy to let purchases. He also provides specialist mortgages for first time buyers, investment properties and Government schemes, like Help to Buy.
He is also passionate about offering his clients advice on protecting their mortgage and home with the various policies that are available in the market to ensure that even if the worst happens, their property is not repossessed.
Insurance Consultant
Alison has 34 year’s experience in General insurance including Office Manager for 20 year’s in a local bank. She prides herself in placing her clients with the best policy to suit their needs and has the ability to offer a personal service no matter what challenge is put in front of her.
She has a passion for travelling and spending time with family and friends.
Insurance Consultant
Nikki has worked closely with Alison for the last 22 year’s and between them have a great understanding. She too has a vast knowledge of the General insurance market.
Nikki also has a passion in travelling and is an avid Manchester United supporter, most of her time though is spent with her two daughters and socialising with her friends.
Mortgage/Protection administrator