About Us 2018-04-06T17:51:32+00:00

Trustworthy Advice

We aim to be your Adviser of choice.

Mayfair Financial

We take our time to both understand and correctly identify your mortgage and insurance goals, so that we can put in place a structured and flexible approach to improve your prosperity. Our aim is to ensure that you clearly understand every aspect of the commitment that you are about to undertake. We are here to make sure that we offer a clearly understandable solution to cover many eventualities during the term of your mortgage commitment. 

We are about individuality and this means that we offer a personal service. No two clients are ever the same. Meetings are scheduled around you; before, during and after work. They can be held here at our Epsom Office, at your home or at our secret London location near to Tower Bridge. 

We don’t charge for initial appointments. This doesn’t mean that it subsequently impacts on the products or services which we later recommend. However, we do charge a Broker Fee if you ask us to arrange your mortgage. We would charge this only after the transaction has actually completed. 

We believe in clarity of information and this means that all aspects of your dealings with us are fully discussed. We spend as much time as you require to make sure that you completely understand and are comfortable with every detail throughout the process and also later on, should the need arise. 

Client confidence can only be obtained through us fulfilling your expectations. This is central to us as we rely solely on word of mouth referrals for all of our new business. We endeavour to be clear, fair and accurate in all our written correspondence with you. 

Mayfair Financial has been based in Epsom for the last 6 years. Before that we spent 16 years in Central London. It follows that we have both a Community based focus and also a sizeable number of Clients, who often work in the City and West End, but live across a wide swathe of London and South East England. Our business continues to grow through satisfaction and recommendation. 

We are also pleased to have the strength of First Complete, one of the U.K’s largest award winning Networks behind us. 

Our role is to provide you, our clients, with specialist advice. We are dedicated to helping you make informed choices.

Your property may be repossessed if you do not keep up repayments on your mortgage.
Our typical broker fee is £397 which is only payable following completion of the mortgage.

Meet the team

We are made up of a vibrant team of experts offering mortgage & protection advice.

Barry Francis ACIB CertFPS MAQ
Barry Francis ACIB CertFPS MAQ Director and Financial Adviser
Barry created Mayfair Financial when he left HSBC Bank in 1995. He is an Associate of the Chartered Institute of Bankers and had been in Management with HSBC for 19 years. On leaving HSBC, Barry passed his Financial Studies Diploma and subsequently decided to concentrate on mortgage planning. A further qualification was later obtained when he also gained the Mortgage Advice Qualification set by The Chartered Insurance Institute.
Mayfair relocated to Epsom from Central London in 2010 with the major aim of creating a more locally focussed business than had previously been possible. However, Mayfair continues to serve a large number of clients throughout London and the Home Counties. Barry advises on a comprehensive range of products offered by a large panel of lenders. The major emphasis remains with the Client. He doesn’t believe that he is in competition with the High Street banks who can only offer products from their own limited ranges. “It’s my job to listen and then create the ideal package to meet the needs of my client. lts’s about both now and the future. I want to make sure that we have put the correct financial protection solutions in place should things go unexpectedly wrong”.
Barry Francis trading as Mayfair Financial is registered with the Financial Conduct Authority under reference 435576.
Jamie Beer CeMAP
Jamie Beer CeMAP
Jamie joined Mayfair in 2005, having previously worked for Bank of America Merrill Lynch in London. He initially commenced working as a trainee paraplanner and quickly became qualified as a Mortgage Adviser upon completion of his Certificate in Mortgage Advice and Planning accreditation.
A close attention to detail and research, coupled with an extensive knowledge of the ever changing criteria of our Panel Lenders now enables him to manage an extensive portfolio which encompasses numerous sports professionals, Contractors and City based clients.
Jamie explains “I am delighted to work within Mayfair as they have allowed me to grow my Client base and at the same time enjoy working within their highly compliant team. I always continue to obtain great enjoyment in seeing my clients complete their house purchases and feel that I have done my part in helping them to fulfil their aspiartions”.
Sarah Dawe
Sarah Dawe Administration Manager
Sarah joined Mayfair in 2012 having previously worked in the Events Management Team of Reed Business Publishing in Sutton.
She primarily looks after all aspects of Mayfair’s post completion liaison with clients. In addition she interacts with suppliers, ensures the efficiency of all internal working practices and has a role in the interview processes for the recruitment of new members of staff.
Sarah explains “I was delighted to find that the skills I obtained whilst working in a far larger corporate environment have enabled me to fulfil a much wider range of duties at Mayfair. I particularly enjoy liaising with Clients before and after completion of their house purchase”
Connor Sullivan
Connor Sullivan General Insurance Adviser
Connor Sullivan
General Insurance Adviser
Connor heads our General Insurance proposition. He joined Mayfair in September 2015 and during that time has also completed an external Diploma in Business Administration. His comprehensive knowledge of the market enables him to assist many of our clients in finding the correct cover to meet their individual circumstances.
Connor says “I work alongside both Barry & Jamie in a paraplanning role and with their encouragement I am now qualified to speak directly with our clients to discuss their unique requirements and prepare acceptable solutions”
The next phase of Connor’s career development will be in becoming trained and authorised to give advice on a range of life and critical illness products. His long term aim is to commence a course of studies for the Certificate in Mortgage Advice and Practice which will ultimately lead to him becoming a fully qualified mortgage adviser.
Jessica Silva CeMAP
Jessica Silva CeMAPMortgage Administrator
Jessica joined Mayfair in August 2016. Her main role is in the processing and general administration of all of our mortgage business. She has also completed an external Diploma in Business Administration.
“I wanted to join Mayfair in the summer of 2016 but later decided to undertake a further full year in Education. I was, therefore, delighted that another vacancy occurred one year later and I was fortunate to be accepted from a number of applicants. I now speak with Clients on a daily basis and feel that I learn much in resolving outstanding issues. My long term aim is to manage a portfolio of my own clients”.
Jessica completed the Certificate in Mortgage Advice and Planning qualification in December 2017. She speaks fluent Portugese and is happy to conduct interviews in Portugese if requested.
We offer a fresh approach to mortgage and protection planning and putting people before paperwork!
PLEASE CALL US FOR AN INFORMAL CHAT