— SUCCESS STORY
Tony Kay
Owner, The Mortgage Maestro
Joined in 2021
“From a cold start I am now regularly writing 20+ mortgages and banking in excess of £20K per month. Linear Financial Solutions = my saviour.”
Career journey
- Joined to start and grow own business
- Gained higher-level management support
- Regularly writing 20+ mortgages
- Gained FCA authorisation
- Better work/life balance and more financial freedom
— THEIR STORY
“I’ve got a better work-life balance and it’s given my family so many more opportunities, including my children’s first skiing holiday”
Career before joining Linear Financial Solutions
I worked as a Director for another financial services company under PRIMIS for the last five years.
Why did you join Linear Financial Solutions?
I wanted to get FCA authorisation while writing lots of business with Linear Financial Solutions. It was a great medium to get me going before that FCA approval, while being a business owner.
How did you find the transition?
No problem. There was great support and training. Donald Fraser could not do enough to help with the transition side and helping me grow the brand. I couldn’t have done it without him.
What career progression have you made during your time with Linear Financial Solutions?
I have become a business owner. I previously was only a manager of a business for someone else – there is a massive difference and Linear Financial Solutions have helped me through this transition brilliantly.
How has the ongoing support from Linear Financial Solutions helped you achieve your goals?
Great training support, including higher-level management support to help build my brand to help me support more clients achieve their financial ambitions.
Dave Woodbridge is so approachable and friendly and happy to help whatever the situation and is very knowledgeable. Lucy Hollis has been amazing in the background helping support all the admin side of any issues that I or the business may have moving forward.
How has your time with Linear Financial Solutions impacted your personal life?
It’s given me a better work/life balance and given my family so many more opportunities, including my children’s first skiing holiday.
Linear Financial Solutions = My saviour.
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