A Broker’s Diary

Just before the pandemic, I made one of those career decisions that looks either incredibly brave or highly questionable, depending on your perspective.

I left the legal industry.

After years working in law, I decided to make the move into financial services and, more specifically, mortgage broking. The decision came from bringing together three long-standing passions of mine: business ownership, property and finance. While corporate law was challenging and rewarding, I found myself missing the direct client contact and genuine relationships that I valued most.

I took the plunge and joined a directly authorised brokerage as an appointed representative (AR), effectively starting again from scratch, rebuilding my professional identity from the ground up.

I had no established client book, no overflowing inbox and certainly no queue of people waiting outside my imaginary office door asking for a mortgage. What I did have was enthusiasm, a willingness to learn and the rather important realisation that, if I wanted clients, I was going to have to go and find them.

Read the full story in B&C Magazine, here.