Exam Success for Daniel

Success has come to CDG administrator Daniel Skinner. In November he gained an NVQ Level 3 Advanced Diploma in Business Administration. He was mentored by Christine Chegwidden from the ESG Group. CDG Managing Director Phil Wort said “Daniel has worked very hard and his success is richly deserved. It also demonstrates CDG’s commitment to staff career progression throughout the business”.

Congratulations!

Well done to CDG Financial Adviser Katherine Ashton. Her efforts have gained her the certificate in Equity Release as recognised by the Chartered Insurance Institute. Along with CDG Mortgage Adviser Lee Tabreham she becomes one of the few financial advisers to obtain the certificate. Katherine said “Along with my qualification in Long Term Care planning, this will allow me to offer my clients a greater range of expertise and services”.

CDG Financial Services has launched a dedicated mortgage advice service in response to growing client demand.

As part of the move, we have appointed mortgage adviser Julia Hoyes who has more than 20 years’ experience in residential and buy to let mortgage advice.

Julia, who was a personal relationship manager for NatWest for many years, has also worked as a self-employed mortgage broker.

In her new role she will assist Lee Tabreham, CDG’s resident mortgage expert, in growing the mortgage team’s client portfolio which   features lettings agents, property developers, solicitors and accountants as well as residential borrowers.

Over the next two years, we also plan to appoint a further three experienced mortgage advisers, taking the team to five.

Julia, who is originally from West Bridgford but now lives in Wilford, has seen a steady rise in the number of new home loan inquiries as more products come on to the market.

She said: “There’s definitely been a change. A few months ago, remortgages accounted for a higher proportion of  my workload but  now they make  up about fifty per cent of it. I’m also dealing with more borrowers looking to buy to let.”

Although  lenders are making it easier for parents to help their children  buy a first  home,   most first time purchasers are entering the market without  parental financial assistance, Julia added.

“In my experience, they are  are saving up for the deposit themselves although there are  now a lot more financial products available to help families.   Most first time buyers are leaving it a little later though before taking that initial step on the housing ladder, with most waiting until they’re in their late twenties or early thirties.”

Julia,  a Nottingham Forest fan, recently became engaged to partner Phil, who is a lifelong Notts. County supporter.  However, as the daughter of the late former Notts County footballer Colin Guyler, Julia is happy to watch both teams.

CDG has further strengthened its team with the appointment of another Independent Financial Adviser.

Katherine Ashton, who was previously with The Oval Group in Tollerton, is the first female IFA to join the rapidly expanding business on Castle Boulevard.

A graduate of Nottingham Business School, Katherine has a degree in Accounting and Finance and has worked in the Financial Services sector for 10 years. She is also is a member of the Chartered Insurance Institute.

She provides advice in the areas of investments, pensions, and retirement planning, and holds a specialist qualification in long- term care planning.

Katherine, who is 32 and originally from Cambridge, said she, was looking forward to being part of CDG’s expanding and dynamic team.

Katherine, who lives in Basford, is a keen hockey player.  Involved in the sport since the age of 11, she currently plays for Nottinghamshire’s Redhill Ladies Hockey Club.

CDG managing director Phil Wort said: “We’re pleased to welcome another experienced IFA to our team and to have appointed our first female adviser.  Katherine is the third senior adviser we’ve taken on in the past four months and her appointment gives us greater scope to extend the range of services we offer to clients.”

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.”

Daniel Skinner has been hired by the CDG team as our apprentice. Daniel who recently completed his A levels has joined us on a one year placement. He will be helping keep our client data up to date as well as learning the ropes in the world of financial services. Phil Wort Managing Director of CDG said ” We are really pleased to be giving Daniel this opportunity. It will give him the chance to understand the business and get a feel for what the industry is all about”  

CDG are delighted to announce that Richard Jephson has joined our growing ranks as Business Development Director. Richard has over 25 years experience in the Financial Services industry. Over the  years Richard has held several senior positions in both regional and national IFA companies.His appointment heralds the beginning of our ambitious expansion plans.CDG Managing Director Philip Wort commented “We are delighted to have Richard on board. He will help drive the business forward to next stage. He will be primarily be looking to increase our profile in the Solicitor and Accountant market as well as heading up our latest recuitment drive for new advisers”