Having previously worked as a graduate at Experian, Pete started working in mortgages at arguably the worst possible time, the credit crunch of 2008/9. It was a time that he describes as “fertile ground to cut his teeth”, with tight lending criteria and high unemployment making whole-of-market mortgage advice incredibly difficult. Despite this, Pete rose to become the most successful in the company (UK-wide) within nine months of becoming FCA regulated. Within 12 months, he was managing the branch as well as recruiting and training new staff, many of whom were decades his senior.
Pete later joined one of the biggest branches at Lloyds, taking it upon himself to step out and launch a campaign to refinance customers and staff across the Midlands and, within 12 months, he was one of the top 10 mortgage advisors in the UK. During this time, he founded an initiative that was rolled out across the group to ensure borrowers got the best financial and protection advice, and inviting wealth managers to join his customer appointments. This resulted in an unprecedented uplift in protected customers and earned him some real kudos throughout the group, as well as many happy customers.
With a hunger for helping the people who need it most, Pete founded Online Mortgage Advisor (OMA) with his friend, and company marketing director, David Bird. This saw him rejoin the whole-of-market mortgage broker world with a small brokerage, from where his love of training new specialist advisors began. Setting company records month-on-month, while training and supporting the growing team, Pete helped the firm transition from a six team single room office to a 30-plus-advisor strong hub of experts, and one of the most successful specialist firms in the Midlands.
To further develop processes and help more Online Mortgage Advisor customers get the right advice, Pete left to co-found Create Finance, alongside focusing on the growth of Online Mortgage Advisor, with the view of recruiting and training the UK’s best specialist mortgage advisors. Within three years, Create Finance grew from a team of three to 50-plus, with an in-house training academy allowing new advisors and trainee apprentices to join the industry, as well as helping experienced advisors understand specialist markets.
Pete designed, planned, and project managed the implementation of Online Mortgage Advisor’s heralded Salesforce-automated broker platform, harnessing technology with an understanding of broker and customer needs that few others share. Pete also headed up the UK’s first API integration with a mortgage lender, allowing customers to opt in for pre-approval direct from a mortgage lender.
He has also created, designed, and published Online Mortgage Advisor’s LIBF-accredited development program, the OMA Academy, which is the UK’s only online specialist mortgage broker training platform. It is the academy that forms the backbone for recruitment and training of the specialist mortgage advisors. Brokers can only access Online Mortgage Advisor’s customers once they have earned the right to, having completed the demanding 25-module course and obtained the appropriate license to do so. The OMA Academy not only offers brokers an insight they’d get nowhere else, but for many, it opens the door to a career in specialist mortgages.
Throughout his career, Pete has had a passion for writing (having written a 6-month travel blog as well as documenting his team’s successful charity climb up Mt. Kilimanjaro) and is the drive behind most of the words you read on the Online Mortgage Advisor website, marketing information, and training material. He has written articles for trade and national press and is seen across the industry as an expert in mortgages.
Pete has since assembled his own team of financial journalists and content experts, who have the pleasure of reaching out to new customers. He also writes regularly for Mortgage Solutions and Mortgage Introducer and is the mortgage expert for LOVEMoney.
When Pete is not helping customers get the right advice about mortgages, he freely gives his time and support to a charity that is very dear to his heart, Georgie’s Gift. Georgie’s Gift Ltd was set up in memory of Georgie Hall, who was only 23 months when she fell ill in February 2015. Days later she passed away after being diagnosed with Meningitis and Septicaemia. Pete also supports World Clarity Foundation, who have the vision of eradicating chronic psychological suffering globally, by 2030, and arranges keynote speakers and experts in the three principles to speak to staff and their friends and family.
- CeMap (Merit)
- BSC (Hons) Degree (Nottingham Trent University)
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