Matthew Jones CeMAP
Matthew was the founding partner of Moneywatch in 2006. He has worked for Building Societies his whole working life having previously worked at the Halifax, Cheltenham and Gloucester and more recently for the Skipton Building Society in Solihull as area sales manager.
Matthew decided to go self-employed to make the best use of his extensive knowledge for the benefit of his customers in the now very confusing marketplace. He prides himself on being able to offer impartial advice to ensure his customers get the appropriate deal possible. He has also become a regular contributor on BBC Radio WM where his advice can be heard on several of their programmes talking about topical financial matters. He had been described as the West Midlands’ own money-saving expert. As a result, he has helped several BBC employees with their own finances.
He is also very passionate about ensuring that customers have the correct level of personal and family protection. With everyone living longer and being more susceptible to serious illness and employee benefits being reduced, it is imperative that they seek the most suitable advice and commit to some level of life and living insurance.
Matthew believes in treating customers as he would wish to be treated himself and has been heard to tell customers he's available 24/7……. although no one has phoned him after 10pm yet! Every customer gets his personal attention and he will go to extraordinary lengths to get them the most suitable deal possible. He will also tell customers what they 'need' to hear rather than what they 'want' to hear. If it is not achievable today he will help them put a plan in motion to make it possible in the future.
For the last 15 years Matthew has been the Regional Treasurer for the Wooden Spoon Society which has raised over £1 million over the years for disadvantaged children in the West Midlands. He has now passed that baton to others to follow in his footsteps, so he can focus more time on his new passion of building his own home. He is currently looking for a building plot to enable him to design and build a bespoke home that brings together all the ideas he and his wife have collated over many years. "In the perfect world it would cost nothing to run with the innovation of solar power and heat exchange heating and consumable power is only ever going to go up in price"
When Matthew has spare time, he lives for travel having been lucky enough to have been to New Zealand, Australia, South Africa, Asia and North America and recently having returned from the Canadian Rockies and Alaska.
Peter Hunt CII(MP)Cert PFS CeMAP
Peter joined Moneywatch Finance as a partner in January 2007. With almost 30 years’ experience in the mortgage/property market having spent 10 years as a Financial Consultant with Prudential and 7 years as the Financial Adviser within Shipways Estate Agents. He can guide you through our comprehensive range of mortgages and other associated services. In 2016 he was invited to be part of the very successful TV programme, Grand Designs Live show as one of their experts, he is now into his 5th year with Kevin McCloud & the team.
Peter was born in 1960 and at the age of 5 emigrated to live with his parents in Adelaide, South Australia returning to England in 1970.
On leaving school, he completed a 5 year engineering apprenticeship with Tube Products in Oldbury spending 13 years there. He then followed a change of career, moving to Prudential Assurance initially as the traditional door-to-door insurance man. After promotion to financial adviser and further promotion to financial consultant, he left Prudential after 10 years to take up a position of financial adviser within Shipways Estate Agents at Harborne and Hagley offices. After 5 years of successful performance, Peter was promoted to area sales manager.
He puts great importance on customer service, treating each client’s mortgage as if it was his own. This explains why existing clients continue to regularly return for his advice and recommend him to their friends and family. For further evidence of client satisfaction please read the Vouched For reviews from clients.
For further evidence of client satisfaction please read his reviews on vouchedfor.
Our Approach
Our objective, as comprehensive mortgage advisors is to provide a quality client-focused service. We appreciate and understand that your mortgage is likely to be the largest financial commitment you will undertake. Our role is to help you understand how a mortgage works and how control of the repayments is essential for prudent money management.
"We will issue you with a document "Key facts" outlining the services we offer and the fees that may apply. Please read this carefully.
We will seek to reduce the financial burden and where possible allow you to redeem your mortgage early. In addition, we seek to provide adequate protection for you and your family.
Throughout our association with you, we are committed to giving the highest standard of service and customer care both before, during, and after your mortgage is completed.
We will review the marketplace to identify the most suitable mortgage product for you. We constantly review the mortgage market conditions to enable appropriate advice to be given. However, in certain instances where a limited range or a single product only is recommended (e.g. in conjunction with a builder/developer's special scheme) we will explain to you the reasons for doing so.
We will also provide you with information relevant to your mortgage needs, covering such items as an explanation of the main repayment methods and the implications of taking a mortgage.
We will provide an explanation of the main relevant repayment methods available (for example capital and interest or interest only).
During our initial meeting, we will be completing a detailed mortgage/financial review questionnaire to enable appropriate advice to be given on your mortgage and other related insurance products. Once we have made our recommendations to you, we will confirm our advice in writing. You should keep this, as it will be an important record of our discussions. Details of the loan will also be confirmed in your lender's formal offer.
We will treat all your personal information as private and confidential (even when you are no longer a customer) except where the law requires us to do so or where disclosure is made at your request or consent in relation to arranging your mortgage, for example when instructing a financial adviser or insurance specialist.
You have the right to inspect any documentation we hold in respect of our dealing with you, We will keep copies of your records only for the duration of the selected product(s) as suitable for your requirement. They will be kept confidential and in accordance with the requirements of the Data Protection Act.
Contact us.
86 Hay Lane,
Shirley, Solihull
B90 4EQ
0121 745 3347
1 Hagley Street
Halesowen
B63 3AS
0121 503 0961