Fowler Smith's Founder and Managing Director, Jonathan Fowler, shares some notable mentions about firm performance in April 2024.
"April was an important month for Fowler Smith Mortgages & Protection. We were shortlisted as finalists for the 'Best New Business' award in Colchester, and celebrated a first anniversary within the firm for one of our Mortgage & Protection Advisers - Tara John.
It was also a month where interest rates seemed to continue to climb, so I was exceptionally proud of how quickly our team of Advisers and Client Account Executives ensured the right outcome was reached for each client. Our values focus on us being Client-Centric, Solution-Oriented and demonstrating Expertise & Persistence - all of which were evidenced by our team's performance.
We also have been developing a new segment of our business that will add value to more and more clients locally, and further afield - which I am incredibly excited to be launching in the coming weeks.
Some individual mentions now, for the month of April. Our newest adviser, Travis Legge, achieved his career best for the amount of business submitted. An incredible feat, considering Travis has been working with Fowler Smith for just under six months so far.
Furthermore, Joanna Everett also achieved a career best - for the amount of business completed. Joanna, since joining us in late 2022, has continued to further develop her knowledge, and is always willing to tackle even the most complex of client requirements.
All in all, I'm incredibly proud of our team's performance in April, which leads us in to our final month of our financial year's second quarter. The nearing summer season promises to be one to watch; with a new member joining our ever-growing team, and further developments of the business starting to get underway."
If you'd like any assistance on mortgage and protection advice, please contact us on 01206 635 550 or email info@fowlersmith.co.uk