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Our team of trusted and professional financial advisers based in Gloucestershire will help you make informed choices about financial strategies for you and your family.
Managing Director - Blueprint South West Ltd
I've been in and around financial services for 25 years. I've seen how big businesses can be very efficient but impersonal and lose touch with their clients and how small 1 or 2 man bands can struggle with the demands of regulation and keeping up with a fast moving and at times highly technical industry. What I believe we have at Blueprint is the best of both worlds.
Compliance Director - Blueprint South West Ltd
I have 36 years industry experience, covering all aspects of financial planning, Protection, pension's investments, mortgages, building & contents and other insurances. I have a large client bank that started with friends and family and has grown through referrals and business contacts.
I work with the other directors and advisers to maintain Blueprint's approach to clients and, with my specialist role as compliance Director, I am in the best place to ensure that the standards we have set ourselves are maintained across the whole business.
I started in the Industry in August 1983, 29 and bit years ago.
I advise on Mortgages and Protection and specialise in the ever demanding Equity Release Market. I totally enjoy what I do, looking after Clients who need my help and advice.
I get complete satisfaction when I know I have helped someone achieve their goals or put them on the right footing towards them.
I enjoy my sport very much especially golf and I now enjoy looking after my New born grand daughter.
James qualified as Mortgage advisor in 2002 having worked and studied in mortgage and protection work for one of the large high street banks. He went on to further roles with in the bank offering specialised support to large broker networks before deciding to put his knowledge to good use helping customers directly.
I have been involved in the Protection Industry for over 20 years, being involved in all sides of the business from Underwriting to Sales. I have a passion for protection; I believe everybody, no matter their budget, should have some form of protection policy in place. Whilst my base is in Gloucestershire, I am happy to help anyone in any area over the phone.
My other passions in life are my Daughter, Chickens & Ducks, Photography and Dogs - I very often have emergency Foster dogs staying with me along with my own Dog, Tess.
I have over 27 years experience in a variety of roles in Financial Services. Over this time I have built a client base mainly on personal introductions from satisfied mortgage and protection customers. I believe a successful client/adviser relationship is based around trust, clear communication and regular contact.
I'm excited to be joined by my son Liam who will be working with me under the go2mortgages name to build further on these relationships
I am a recently qualified protection adviser. I help oversee the protection side of go2mortgages within Blueprint South West, working alongside my father Phil, who has been providing financial advice to individuals and businesses for the last 28 years. I am very excited about my new career path and feel I have built a well rounded understanding of protection solutions.
Away from work I am a keen hockey player. However, as my experience has grown, and I come to understand the different needs individuals have, I find work and sport becoming more entwined.