75point3: New team members at North Wales’ offices will meet demand for Help to Buy – Wales home purchase scheme
A prize-winning financial advice firm in North Wales has taken on two new members of staff to fulfil an anticipated increase in demand for information about the recently launched Help to Buy – Wales home purchase scheme.
75point3, which provides services on all aspects of financial planning for pensions, life assurance, investments and mortgages to individuals and businesses, has appointed Elaine Lloyd and David Jones as its new mortgage advisers.
Elaine Lloyd, who will be based in the Caernarfon office covering, Bangor, Anglesey, Holyhead and Llangefni, holds a certificate in financial planning (Cert PFS), an advanced financial planning certificate (AFPC) and a certificate in mortgage advice (Cert CII (MP)). Having worked in the industry for 21 years informing on all aspects of independent financial advice, Elaine eventually found her niche as a mortgage specialist and established her own brokerage, which she sold as a going concern prior to joining 75point3.
David Jones’ route into mortgage advice started when he became a landlord and wanting to know more about the business aspects of property ownership, decided to sit the relevant exams. He now holds a certificate in regulated equity release (CeRER), a certificate in mortgage advice and practice (CeMAP) and a certificate in regulated general insurance (CeRGI). He will be based at 75point3’s Colwyn Bay office.
Launched on 02 January this year Help to Buy – Wales is a Welsh Government shared equity loan initiative to help first time buyers and existing home owners purchase a new-build property up to a value of £300,000 with as little as a 5 per cent deposit. It applies to all eligible buyers in Wales.
Elaine and David will report to75point3 director and head of lending and agency business, Mark Bonsall, who commenting on the new appointments and Help to Buy – Wales, said: “Even though, according to the latest research only about 40 per cent of eligible people in Wales are aware of the scheme, we have received a constant stream of enquiries since its launch in January. Where, in some cases, potential clients were not eligible we have discussed the various other options available including the UK-wide Help to Buy – Mortgage Guarantee Scheme. Elaine’s experience combined with David’s first-hand knowledge of the market, places us in a very strong position to provide the best advice and information.”
Picture: (left to right) David Jones, Mark Bonsall and Elaine Lloyd, 75point3.
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About 75point3
Established in 1999, 75point3 is a firm of independent mortgage and financial advisers which provides advice to both individuals and companies on all aspects of financial planning, such as pensions, life assurance, investments and mortgages. The firm has offices throughout North Wales including Abergele, Caernarfon, Colwyn Bay, Gresford, Llandudno, Llanrwst, Pwllheli and Ruthin as well as Chester in England.
75point3 is authorised and regulated by the Financial Conduct Authority, firm number 418618. Its employees are regularly recognised with industry accreditations for their work and in 2013 managing director Stephen Jones won Financial Planner of the Year at the Money Management Awards.
For more information about 75point3 Ltd, contact:
Stephen Jones, managing director
Tel: 01244 320221
Email: stephenjones@75point3.com
www.75point3.com
