Concise Financial Solutions was founded by Tom Jackson.
Tom is from a farming background and achieved a degree in Agriculture before changing career to Financial Services 15 years ago. His passion is property and he advises on all aspects of property finance, gaining great satisfaction in providing solutions to client’s needs in what can be a difficult and challenging market.
Recently Tom obtained the Diploma in Financial Planning to add to the Certificate in Mortgage Advice and Practice and Certificate in Equity Release that he already held. His experience has come through 12 successful years at Pygott and Crone Estate Agents as a mortgage advisor and supervisor followed by 3 years as a Financial Consultant at Thompson & Richardson Independent Financial Advisors.
Tom is married and has a son, Samuel, who he enjoys spending time with. He also follows most sports including cricket, rugby, football and formula one plus he plays golf to a poor standard!
Barry’s background, upon gaining a diploma in Business & Finance, started within Residential Estate Agency. Following 6 years valuable experience gained in residential sales he changed career to Financial Services 12 years ago.
To add to his Member of The National Association of Estate Agency certification Barry secured the Certificate in Mortgage Advice & Practice. As well as 12 successful years as a Mortgage & Protection Advisor at Pygott & Crone Financial Services Barry also gained supervisor status in recognition of his achievements.
Barry advises on all aspects of residential mortgage finance along with non- investment based pure protection products.
He takes great satisfaction in helping and advising clients on their mortgage and protection needs in a clear and understandable way and is always on hand to help clients achieve their goals.
Barry is married and enjoys spending quality time with his family. A former racing cyclist he still enjoys cycling and running to keep fit and always targets a new high break every time he picks up a snooker cue!
Sue has joined Concise after 23 years as Assistant Branch Manager at Barclays Bank, where she managed daily branch operations, while delivering excellent customer service to her customers.Sue’s role at Concise is to provide all our clients with the highest level of service at all times. She will liaise with lenders, insurance providers, estate agents and solicitors to ensure a smooth and hassle free process keeping all parties updated throughout.
She is very passionate about providing a warm welcome to all our clients and helping them realise their dreams. Sue is married with two children. She enjoys cycling, keeping fit, exploring the world and spending time with family and friends.