David Eggison – Independent Mortgage Consultant and UK & Overseas Mortgage Specialist
David joined the deVere Mortgages division in June 2014, bringing with him nearly 25 years of financial services experience and a passion for delivering client service.
Specialising in expatriate, overseas and buy-to-let property transactions, David undertakes the daily challenges of his position with the highest standard of professionalism, satisfying clients’ requirements with individually tailored mortgage solutions.
Being part of one of the world’s largest independent financial consultancies is a fitting progression in an independent financial consultant career that spans over a quarter of a century – one that started after he left the Royal Air Force in 1991.
In the intervening years, David worked for some of the UK’s best known financial institutions including Lloyds TSB, HSBC and the Investment Management division of Legal & General, giving him the broadest introduction to the world of financial planning at the highest level.
Along the way, it’s not only experience that David accrued. He also has qualifications in Financial Planning from The Chartered Insurance This enables him to fully understand the bigger picture of a client’s financial affairs.
Joining deVere Mortgages was a significant event in David’s career, as he explains: “They say all roads lead to deVere and in my case this couldn’t be more true. My role as mortgage specialist brings me into daily contact with high net worth clients and expats who rely on me for the best independent mortgage advice. It’s a challenge I relish and one that makes every day an exciting and fulfilling one as I help people realise their property ambitions.” In his spare time, David likes nothing more than to get on his bike – an interest that led him to become a Tour Maker in the Tour De France Grand De’part in 2014, when this prestigious cycling event visited Yorkshire.
Lee Adams – Independent Mortgage Consultant and UK & Overseas Mortgage Specialist
Lee brings professionalism, unwavering energy, and an unfailing commitment to provide the best independent mortgage advice to his wide portfolio of UK and worldwide high net worth and expat clients.
As a key member of the deVere Mortgages team, Lee also brings over 20 years of top level financial services experience, garnered through leading names in the financial services industry.
Along the way, Lee has backed up his expertise with industry-recognised qualifications in financial services, financial planning and the provision of independent financial advice. deVere Mortgages helps thousands of people to purchase and re-mortgage properties overseas and it was the company’s global client base that enticed Lee to take up his position within the organisation.
Lee explains: “Previously I’d been servicing UK based clients but the opportunity to join one of the world’s leading financial advisory companies and service a truly worldwide client base was irresistible.
I’m proud to say that with 20 years of experience in the financial services industry my opinion is now valued and sought after by a unique high net worth and expat client base that extends to each continent.”
Key to Lee’s professional work ethic is to be able to provide advice that is truly independent, something banks and building societies often find difficult to do. Through deVere Mortgages, and drawing on a database of some 200 lenders, Lee is proud to be able to truly deliver the most effective bespoke mortgage solutions to his clients.
Away from work, Lee likes nothing more than spending time with his wife Esther, daughter Iris and son Jonah – a commitment that ensures he’s always got two feet firmly planted on the ground.
Martin Grundy – Independent Mortgage Consultant and UK & Overseas Mortgage Specialist
Martin is a valued member of the deVere Mortgage team and, as an independent mortgage consultant with some 20 years’ industry experience, is a first call for expats and UK domiciled clients who want to secure the best mortgage solution.
Impartiality of advice, personality and drive has seen Martin receive many accolades from his clients who are impressed with the speed and efficiency in which he works.
Before joining deVere, Martin cut his teeth in a number of high profile positions within the UK based mortgage industry. He also has a number of specialist qualifications which reflect not only the quality of this experience but also his wider understanding of Financial Planning.
Martin has considerable experience in Buy To Let, Commercial Lending and Overseas Property and offers straightforward, easily understandable advice no matter how complex or demanding the mortgage project.
In his own words: “I firmly believe that customer service comes first. It is my job to seek the very best mortgage, re-mortgage or financing solution for the benefit of my clients. deVere Mortgages deals with more than 200 lenders allowing me to arrange unique solutions for my clients backed up with innovative ‘joined-up’ thinking.”
For Martin, independent mortgage advice is a passion and at deVere he has all the tools at his disposal to ensure, whether UK or overseas, he gives the best solution to his clients. Away from work, Martin cares about many causes including education, environment, health, poverty alleviation and social services.
Additionally, he actively supports Friesland School Of Performing Arts and Liverpool Football Club
Michael Cavin – Independent Mortgage Consultant and UK & Overseas Mortgage Specialist
With 13 years’ experience within the banking and financial services industry, Michael Cavin’s consummate, dedicated approach to customer services has built him an enviable reputation within the financial services sector.
Now, as an Independent Mortgage Consultant and UK & Overseas Mortgage Specialist within deVere Mortgages, Michael is able to expand his skill-base by helping overseas and UK-based individuals source and secure the best possible solution for their financial requirements, whether it be in the residential, buy-to-let or commercial property markets.
In 2002 Michael joined Halifax where he became a Financial Adviser before being made a Consultant Adviser in 2012.
Joining deVere, whose raison d'être has always been to provide the highest standards of professional independent financial advice, Michael says: “I feel privileged to have been chosen to become part of deVere Mortgages, which is designed to set new, higher standards of service and expertise in the sector.
“Whether my clients are looking to raise capital, buy property or re-mortgage, I can assure them of a first class service delivered professionally, efficiently and in a timely manner.”
Strong and dependable in business, Michael is equally as well shaped in his free time. He’s an avid fitness fanatic and has competed at the UKBFF championships. Carp fishing and motorsport also feature highly on Michael’s list of pastimes.
Jasmeet Surtees – Independent Mortgage Consultant and UK & Overseas Mortgage Specialist
Jasmeet Surtees brings considerable expertise to our mortgage advisory team.
She was educated at the University of Mumbai, India, where she gained a Bachelor’s and then a Master’s degree in Business and Commerce. Whilst studying she moved to the UK and worked for one of the largest UK banks as a financial adviser and consultant.
It was here that Jasmeet’s financial advisory career took flight. Assuming a senior status, her responsibilities included dealing with investments, pensions, family protection and wills. She became a fully qualified mortgage adviser and also managed and supported new recruits, helping them gain adviser status – all invaluable background experience for her Mortgage Adviser role here at deVere Mortgages.
Joining one of the UK’s fastest growing financial advisory companies was a natural career step for Jasmeet as she explains: “Over an eight year period before joining deVere, I not only gained the qualifications to take me forward in the financial industry, but the kind of substantial experience at the highest level that working for deVere demands.
“I apply myself 100 percent to everything I do and so does deVere - which makes us a perfect match. In fact, by sharing a total focus on excellence and hard work we are able to meet and exceed our clients’ requirements and expectations.
“Here at deVere we are a client centric team. Everything we do – our energy and focus – is directed at improving the financial prospects of our UK and overseas mortgage clients.”
Jasmeet is a certified mortgage adviser and a member of the Chartered Insurance Institute, and by joining deVere she is looking forward to extending her qualifications and developing new skills both personally and professionally.
One of her many unique attributes include a fluency in English, Hindi, Punjabi and Gujarati; language skills that now provide another important string to the bow of our UK and overseas mortgage division.