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Recruitment Other Opportunities

Stephen Worboys - Consultant - Southampton

Qualifications

Member of the Personal Finance Society

Chartered Insurance Institute:

  • Financial Planning Certificate:
    • Certificate in Insurance
    • IF7 Healthcare Insurance Products
    • CeMAP Mortgage Advice Qualification

Experience

Stephen started in his financial services career with Nat West Bank in 1986 rising through the ranks to Lending Officer. In 1991 he moved on to the mortgage side and spent 5 years in this role. In 1996, he had a brief spell with Teachers Assurance Friendly Society before moving to Bridle Insurance Brokers in 1997 as their new Life and Pensions Manager. In 2001 he successfully set up a new company, Bridle Insurance Consultants (Life and Pensions) Ltd staying with them until the client base was transferred to the LEBC Group in 2006.

Stephen works in both the corporate and individual market place using the various personal and business connections established through his close dealings with Bridle Insurance Brokers. The main area of specialisation is protection and mortgages, both conventional and also Lifetime.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity release refers to Home reversion schemes and Lifetime mortgages. To understand the features and risks ask for a personalised illustration.

You can choose how we are paid: pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender.

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