CDG continues expansion with appointment of mortgage broker and a further IFA
Nottingham based financial services group CDG is now offering in-house mortgage advice and extending its geographical reach following the appointment of two more senior advisers.
The growing business which moved into new offices in Castle Boulevard last November, has taken on a mortgage broker and another experienced independent financial adviser.
Lee Tabreham, CDG’s resident mortgage expert, began his career as a mortgage adviser in 2006 after working in the circulation department of a national newspaper for 14 years.
Before joining CDG he worked for a Sheffield-based firm and is among only a few mortgage brokers qualified to advise on Equity Release products.
Lee, who was offered the job after a local solicitor recommended his services to CDG, said he was impressed by the firm’s ambition and the support it showed its advisers.
He added: “It’s a good time for CDG to be moving into dedicated in-house mortgage advice. The sector is definitely improving with far more mortgage products now on the market than there were 12 to 18 months ago.”
Lee, who shares his Ilkeston home with wife Cheryl, four children, two cats and a cocker spaniel, likes walking the dog and playing five a side football. He also coaches Stanton Ilkeston FC’s under 7’s team.
Lee Perry, who has worked in financial services for 20 years, joins CDG from Lloyds TSB in Wolverhampton.
Based in Burton upon Trent, he will drive the firm’s expansion of its IFA services into the Burton and Derbyshire areas.
A fully qualified IFA, his main role involves helping clients with their longer term investment and retirement planning.
He added: “CDG takes an holistic approach to financial planning and in this role I’m now able to offer clients products from the whole of the market.”
Lee, who is married to Tracy and has a young daughter Maia, is a keen skier. He also enjoys helping out at his daughter’s school, Holy Trinity in Burton, and is member of Burton Round Table.
CDG, which launched its recruitment drive at the end of 2012, is in the process of taking on two more IFAs. It also plans to appoint another one by the end of this year, bringing its team of experienced advisers to seven.
CDG’s business development director Richard Jephson added: “Our two latest recruits bring a wealth of experience to CDG and will allow us to expand in the East Midlands as well as being able to provide clients with immediate access to sound mortgage advice.”