About Dave

Dave Rees mortgage adviser

After graduating from university, I spent several years working in a successful estate agency with offices in Frome, Trowbridge, Midsomer Norton and others.  I was subsequently invited to join Friends Provident to undertake my financial adviser training, which I successfully completed.  In 2001 I decided to specialise in providing mortgage advice, and joined a national high street IFA as an independent mortgage adviser.  This gave me an initial grounding in providing mainstream purchase and remortgage advice as well as advising on buy to let advice.  I also began advising on equity release mortgages at this time.

After four years, I decided to move away from this company, and from 2005 worked with a smaller local IFA practice as their specialist mortgage adviser in Frome and Chippenham.  This not only gave me more time to spend looking after my clients, but also enhanced the range of services I was able to offer, including commercial mortgages, bridging finance and more complex large loans.  During this time, I went on to complete the Advanced Certificate in Mortgage Advice and Practice to help me achieve this goal.

Over the years, I have established relationships with hundreds of clients, not just locally, but stretching across the whole of the UK, many of whom have asked me for help on several occasions.   My clients have included property developers and professional landlords, as well as first time buyers, home movers and remortgage customers, who need help in finding the most suitable and competitive products available.  I have also developed business partnerships with a number of estate agencies , solicitors and financial advisers across the South West who ask me to help their clients with their mortgage needs.

To date, I have successfully advised on and arranged over 2,000 mortgages totalling more than £308 million.


Are you a professional and looking to refer a client?

Whether you are an IFA, an estate agent, a solicitor or an accountant, you will come into contact with people needing mortgage advice. I already work with several professionals in each of these fields and aim to provide them and their clients with a professional and reliable service.

In addition, I am in a position to remunerate you for business referred, to help generate additional income streams for your business, as well as the possibility of reciprocal business.

Click here for more information