License Number : 399229
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I’ve spent 18 years working for myself as a mortgage broker, and in that time I’ve come to know how to best support clients as they go through the lending process. It’s about more than just a sharp home loan rate, it’s about becoming a part of the client’s financial team and helping them to identify financial opportunities that they might not see themselves. I also saw the value (for the client and for our team) in staying in regular contact with clients to make sure their loans are working for them and their financial situation. While I started in the industry with a major lender, after 2 years I became a broker where I could access a range of lenders and could match my clients with the best products to suit their needs. I genuinely love helping my clients into their properties, or helping people to refinance to adjust to their circumstances. I really enjoy coaching people along the way with tips and habits to help them pay off their loan quicker or identifying other financial opportunities that they might think is applicable to them. Education is critical, and over the years I’ve become a financial coach of sorts, showing clients the importance of budgeting and financial management and how it can benefit their financial wellbeing in the long term. My biggest recommendation is to write down your financial goals (1-3 years goals and 3-5 years goals) and patiently work towards them. It’s the small things that make a big difference. I also really value staying in touch with clients over many years, seeing them through different life stages and helping to adjust their lending to suit each new stage. When I’m not working with and for my clients, I love keeping fit, spending time with my young family, supporting my local football club and catching up with friends/family – and watching my beloved Glasgow Celtic play either on TV or live back in my country of birth, Scotland.
My partner and I as first home buyers had a great experience with Barry and the team at SW Brokerage. Natasha was extremley helpful and ensured the process from looking for a house to submitting the contract was seamless. Tracey was also a great help in finalising the process and assisting us with the banks requirements. I highly recommend SW Brokerage.
Barry Wilkinson of SW Brokerage is your man! From the bottom of my heart I can not recommend him highly enough for all your brokerage needs. Barry Wilkinson recently helped me secure a refinance of my current loan. It was not easy nor simple as I am a female business owner who?s over 50 and in the middle of a divorce. This is not something the banks looks at favourably In this economic climate, even though I am a high income earner. Nevertheless brokers and banks had declined my requests to have my ex husband removed and refinanced in my name only! I had been making all the repayments for a long period of time already and more than capable of servicing the loan.... The banks lost all reason and sensibility and I had almost given up after 3 banks said NO! Then came Barry Wilkinson who assured me he would be able to get it approved and he did and on my terms too!!!! Barry?s personality, product knowledge and communication skills are second to none! When push comes to shove, Barry will have your back and secure you the best possible deal with a lender. Well done Barry and SW Brokerage. I can not ThankYou enough.
Very professional service from Barry and his team. As first time buyers they really simplified the process. A special mention to Peter and Tracy for all their hard work and support.
I engaged SW Brokerage in late 2020 to assist me with moving my mortgage and new investment opportunities. From the first moment I sat with Barry in his office I knew I had the right broker despite his bad taste in football teams. His trusted sidekick Ruth was absolutely fantastic and communicated throughout the process. I would highly recommend their services to anyone. Looking forward to future opportunities with them in 2021. Thanks Colin&Jodie