We are really excited to add Neil Zaayman to our growing team. He is a dynamic young advisor who brings a lot of experience with him and will add significantly to our client experience.
Traditionally, London Private Wealth has referred clients to external mortgage advisors when this service was needed. This approach worked well because it created no confusion or uncertainty for our clients regarding our core competency of financial planning. Over time, however, we have come to realise that no matter how carefully we pick the referring advisor, the experience clients have at external providers is not always what we would have provided.
Earlier in 2017 we met Neil at an industry conference and immediately liked him. We started by referring a few clients to him and received such good feedback that we decided to make him part of our team. From September 2017, our clients will have the added choice of using our in-house expertise for their mortgage advice needs.
Neil will also be doing his financial advisory exams over the coming months and we are honoured to be involved with this ambitious progression of his career.