Financial Adviser adds Mortgage Team
Author: Mat Tillett, 06 August 2004.
Alan Boswell Group Expands Financial Services Division.
ABCO, the
financial services division of the Alan Boswell Group, has appointed Vicki Charles as Mortgage Manager. Her remit is to develop a dedicated
mortgage department, which will specialise in
independent mortgages: "ABCO's ability to research across the entire spectrum of UK lenders, and offer exclusive terms, will be major advantages for customers," she explains.
"It's about managing money to the best advantage for clients," she adds. "Many people don't realise how much they can make (or save) by cherry
picking the right mortgage for their needs.
"In addition, the portfolio within the Alan Boswell Group means we can select complementary products, including pensions and insurance, to maximise tax efficiency, protect wealth and manage money, not only better but also more easily."
Vicki Charles spent seven and a half years with Barclays in
Norwich as an Account Manager, advising on
mortgages and related products. The opportunity to develop a new department, based around
independent mortgages, was irresistible.
"I am really excited by the potential at ABCO. This is a very friendly environment; at the same time it is very go-ahead. I am passionate about the challenge: the Alan Boswell Group is known for quality of service, and we have an opportunity to enhance the service we deliver to customers."
Vicki Charles is 32 years old. A
Norwich girl, educated at the Hewett School, she enjoys a hectic sporting life and lists diving – both scuba and sky – amongst her preferred 'out of work' activities.
Alan Boswell Insurance Brokers Limited, Alan Boswell Insurance Services Limited and Alan Boswell & Company Limited are authorised and regulated by the
Financial Services Authority.