Closer Financial Partners was formed in 2013 in Canterbury by five long standing friends who had for many years been working as financial consultants within the banking sector. It became apparent that having worked together for many years within financial services, they all shared a common goal.
The goal was simple, to be able to devote our time into what's important, our customers, and to be able to understand what our client's goals and aspirations really are.
With over 100 years combined experience in financial services, we acknowledge that each and every client's needs can differ and are personal to them. We will always provide our advice after fully understanding our client's ambitions and will deliver it tailored to each and every individual.
Stewart has worked in financial services for over 20 years and worked across all of London and the South-East with the last 10 years being based in Canterbury. Stewart spent many years within banking specialising in providing advice to high net worth individuals, developing and maintaining long standing relationships.
Stewart is a founding partner of Closer and has numerous industry qualifications including the Certificate for Financial Advisors (CeFA) the Certificate in Mortgage Advice and Practice (CeMAP) and holds a level 4 Diploma in Regulated Financial Planning (DipPFS).
Stewart is also a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing (SPS.) Stewart is also continuing his studies toward chartered status.
Having worked in the financial services sector for over 12 years, Mark has gained the trust of many clients during this time who value his professionalism and honest approach to giving financial advice.
Also a founding partner of Closer, Mark has obtained many financial qualifications throughout his career to ensure that his advice is of the highest quality, these include the Certificate for Financial Advisors (CeFA), Level 4 Diploma in Financial Planning (DipPFS) and the Certificate for Mortgage Advice (Cert Cii (MP)). He is able to give advice in the areas of Savings, Investments, Protection, Mortgages, Retirement Planning and General Insurance.
Mark is also a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing (SPS), he will also be continuing his studies toward chartered status.
Glyn, also a founding partner has worked in the financial services industry for more than 20 years around the Kent region. Glyn has built up a reputation for giving full holistic advice to customers in a plain English manner and maintaining long standing client relationships.
Glyn is qualified to level four diploma in regulated financial planning (Dip PFS), is a member of the Chartered Insurance Institute, holds the Mortgage Advice Qualification (MAQ) and also holds the Statement of Professional Standing.
Della is a Mortgage Specialist for Closer Financial Partners and has worked within the financial services for over 18 years.
Della has built up an in depth knowledge of the Mortgage Market having worked as an independent mortgage advisor for the last 9 years.
During this time she has built up a loyal portfolio of clients by making sure the client has excellent customer service and maintaining a good client relationship.
Della has qualifications in CEFA 1,2 and 3 and Mortgage Advice Qualification(MAQ) and is able to advise on Mortgages, Protection and General Insurance.