skip to main content

I’ve worked in the financial sector, most of my adult life, initially with the Halifax group in various roles before becoming a regional manager. The training was excellent, as I learnt every role in depth meaning my understanding of a client’s needs and wants became my focus and became second nature to me. I moved branches quite regularly within the group and this further added to my learning and the lessons learnt have been invaluable in building relationships with my clients.

I managed and worked with many talented individuals, including the investment and mortgage specialists which was of great interest to me and has led me to where I am today.

My role within the Bank was becoming more admin and less client focussed and the areas I enjoyed were becoming more restricted with a demand that we could only sell one product, i.e. the Banks own, and that didn’t fit with my own personal ethos of putting the client first.

I already had all the qualifications and took the leap to join a National Estate Agent as a mortgage broker. It was great knowing that I could make a difference again and quickly established myself as the leading broker in the region. The role suited me, and my clients were delighted that I could offer them real choice as an independent whole of market mortgage broker.

During this time, I mentored many aspiring mortgage brokers including a certain Shaun Sturgess. It became clear he would go on to achieve great things and his acknowledgement of my help and support in his early years are reward itself.

I wanted another challenge, especially as the Estate Agency chain I was associated with were bought by a corporate rival. Shaun and I had always stayed connected and when he offered me a role utilising my experience and skills, it was an easy decision to make.

Phil Harries Large Image
"Building Sturgess into the Number One brand in Wales is within reach and being a part of that is a truly inspiring thought and a great challenge that I look forward to."

Get Expert Financial Advice

Sturgess Mortgages Solutions Ltd provide professional mortgage services to customers in Swansea, Wales. Please book an appointment or come and visit us at our office. Alternatively, you can book a callback.

AMI SMP Three Best Rated Vouched For