Salli is Mark’s Case Manager at XL Financial and joined us in May 2019.
Salli has 30 years’ experience in administration, working in various roles within the pensions industry, private sector and education.
Bringing her friendly and efficient customer focussed approach, Salli supports Mark on a part time basis managing the needs of his many clients.
Our relationship with our clients is at the heart of all we do. They need to know that, throughout their mortgage and protection planning journey, they will be fully informed and supported.
To ensure this, Salli’s role is to liaise with all parties involved in this journey, from their initial contact to completion of a mortgage or protection application, ensuring that each case progresses smoothly to its conclusion.
Salli moved from Kent to Somerset in 2002 and, when not at work she spends time with her family enjoying the countryside walking her dog or cycling.
She loves to read and watch a good TV drama or Harry Potter film (something that she and Mark have in common!)
XL Financial Services is authorised and regulated by the Financial Conduct Authority reference number 487823.
There may be a fee for arranging a mortgage for you. This is dependant on your needs and circumstances and the maximum fee we charge is £495.
Your home may be repossessed if you do not keep up repayments on any mortgage or loan secured against it.
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