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. Our aim is to ensure that we find the perfect product for your circumstance.
Joe has over 23 year’s experience within the financial services industry. He is level 4 diploma qualified and holds his CeMap mortgage qualification. He has specialist knowledge in pensions & investments and prides himself in delivering an exceptional client experience.
In his spare time, Joe enjoys spending time with his wife, children and grandchildren. He plays squash and can also hold his own on the golf course.
Steve joined Clear Finance in 2015 and brings with him a wealth of experience within the financial service industry. He has previously had an extremely successful career within retail banking including senior bank management roles. He has gained national recognition as the top performing customer consultancy adviser in the country, on many separate occasions. His expertise lies within the mortgage and protection general insurance markets.
As well as being a fully qualified mortgage adviser Steve is also qualified to provide specialist advice to clients seeking equity release solutions.
In his spare time, he enjoys spending time with his family and is an avid Manchester United fan.
Mortgage & Protection Specialist
Zie is CeMap Level 3 qualified and has nearly 7 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 specializes 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.
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.
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.
Connor Joined Clear Finance in 2022 as a financial apprentice after leaving college. He is very enthusiastic about working within the financial services sector and strives to deliver perfection daily. He is currently undertaking his financial qualifications to assist clients with their mortgage & protection needs.
Connor is an extremely organized individual with excellent communication and interpersonal skills and is a great addition to our team.
We wish him all the best in his new career!