Yasir has been offering Independent Financial Advice since 2010 and has been an appointed representative of 2Plan Wealth Management since 2016.
Palm Financial Services was formed in 2017 with a very simple goal; always seek to understand the financial market so as to offer the very best advice to our clients.
And that philosophy seems to have worked very well.
Yasir now advises clients all over the United Kingdom, helping them work towards their personal financial goals.
Yasir became a chartered financial planner in 2017 and gained this qualification independently.
More recently he has gained industry recognition with becoming Mortgage Broker of the Year 2021 from the Yorkshire Financial Awards. And over the last 5 years Have also been recognised as Protection adviser of the year. Whilst making the finalist shortlist of other prestigious awards.
Palm’s aim now is as it has always been; to provide a service to all clients to ensure they have the right financial products in place from buying their home to ensuring they have sufficient retirement income in place to ensure their long term life and financial goals.
Leanne graduated from Northumbria University in 2005 BA Hons in international and European Business BA Hons. She is CeMap qualified and currently studying to gain paraplanner status for investments and pensions.
Leanne worked in various different roles within the banking sector from 2004 until 2020 where she was a fully qualified Mortgage adviser and worked for Yorkshire Bank from 2007 until Feb 2020.
Leanne’s main role is to pre-qualify customers to ensure we can help them, correspond with them to ensure we have all information required and maintain relationships throughout the mortgage application process, informing the estate agent to chasing solicitors and ensuring your completion happens swiftly.
Sara is a mortgage and protection adviser who has worked in the commercial and private banking sector for the last 10 years with the last 7 years as a Mortgage Advisor.
Sara is CeMap qualified and currently in the process of obtaining her protection RO5 qualifications to develop further with her Protection Advice to her clients.
Sara joined the palm financials services family in October 2022 as an independent adviser.
Sara loves the process of getting to know her clients and she aims to provide the ultimate mortgage and protection service experience by delivering the highest standards and meeting her clients needs.
To book a consultation please call our office on 0797 927 0573 or use the form to supply your details and we will contact you to arrange an appointment.
We are fully qualified to assist with commercial mortgages and lending.
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