Ocreas Financial North Limited

12/10/2024

🦁 **Reflection alert** 🦁

This was a good way to end this career on a high back in 2022, also awarded in 2021.

I thoroughly loved what I was doing, loved working with the people I did and the wonderful relationships I had with my clients over those eight years.

The pandemic, however, affected my mental health to the point I hated just about everything in my life. I'd never had so many mortgage difficulties, people getting declined left right and centre even with weeks of work on my behalf, and the anticipation and anxiety the clients had to endure. Being on the phone to lenders (Barclays the worst) for half a day just for the call to drop and we had to start again with a new lender or persevere with another attempt to call.

I was so fed up with the difficulties of the economy, the impact it was having on my lovely clients, especially when the "Trussecomics" kicked in and my clients were seeing hikes in their mortgage payments and it was totally out of my control.

I think I was an adviser in quite a 'golden era' where the vast majority of the time I was saving people money year on year and financially protecting those clients and their families.

I don't know why I woke up and this was on my mind 😂 but even though I'm working on a career change. I am proud of those eight years, the relationships and friendships I built and the success I had, appearing in The Times for being a Top Rated Financial Adviser my last two years in business.

What a great post to reflect on! Wishing everyone who supported me over that time all of the best!

Any of my clients who were still in need of an adviser I recommend with no hesitation the highly qualified Lindsey Gallagher from The Original Mortgage Company Ltd to look after your financial needs. She has already been helping my client base and I cannot recommend her and The Original Mortgage company highly enough.

20/05/2022

Best news ever!

One of our company core brand values is ‘loyalty’ and we have been in touch with this client over the course of two years whilst they decide what to do.

We’ve been patient, we’ve advised and we’ve stood by them.

Today they have completed on their mortgage and are new and proud home owners.

This makes us love what we do day in and day out 😊

Your adviser,

27/01/2022

13/01/2022

Another great meeting this week with 37 referrals being passed between members! 👏

This week the feature presentation came from John Mac UW our Utility Warehouse partner. As well as sharing ways we can all save money on our bills John also shared his knowledge and advice on how best to handle the current energy bill crisis.

If you need help with your bills or have any questions regarding the current energy bill situation then John is somebody you would definitely benefit from speaking to.

Come and meet him along with the rest of our members at our next meeting on Wednesday 19th February at 9.30. We love meeting other local businesses to find out how we can help each other!

Message us now for more information.

Enterprise Made Simple Equilibrium preventative health Forrest Digital DS Wills & Estate Planning Our Hospitals Charity Instacargoltd Sarah Walker Writing Services Tad Web Solutions Ocreas Financial North Volta Electrical Solutions Horizon Sales & Lettings Beyond Bubbles The Original Mortgage Company Darren Smith Graphic Design

07/01/2022

Linked In showed me today that our business had been running for 4 years this month!

Two years of building momentum.

Two years of Covid.

This is the year of rebuilding, refocusing working smarter and not harder.

Watch out 2022!

Your Adviser

03/01/2022

More great reviews! This season’s certificate.

Massive thanks as always to our clients and prospects who leave these reviews.

All the very best for 2022.

24/12/2021

Thank you to all of our friends, family and clients who have supported us in 2021. We hope that 2022 brings you health and happiness.

Special thoughts to those serving away from home and the emergency services who will be operating throughout the Christmas and New Year holidays.

10/12/2021

Our director Issac Greaves is currently on a fully European Union funded business growth course today and over the weekend!

Great for networking, and he has already met some other local and fabulous businesses.

01/12/2021

Afternoon all.

The 99p special offer for the Kindle version of my business colleague Alastair Thompson’s book is live now. Link below...

Feel free to share the link with friends, family and business associates.

It's a perfect Christmas gift for people you don't like very much too... 😉

Amazon jack the price back up in just 7 days, so don't hang about if you're interested.

It's the best 99p you'll spend all week...!

How to Build a Better Business Plan: A hands-on action guide for business owners.

I’ll be getting my copy today.

How to Build a Better Business Plan: A hands-on action guide for business owners eBook : Thomson, Alastair: Amazon.co.uk: Kindle Store

29/10/2021

It’s about time we received this mortgage offer. Another lender not got to grips with the fact the pandemic is over.

We were patient and we got there!

Massive congrats to our first time buyers here 🙌

20/10/2021

I want to share because I am proud of the work that we do and was over the moon to get this email this morning:

“Congratulations Issac!

Your 35 reviews since January 2021 and 5.0 average rating currently meet the qualification criteria for the 2022 Guide to Top Rated Financial Advisers, which will be distributed nationally in The Times in March.

With consumers doing more due diligence on advisers than ever before, achieving Top Rated status based on your client feedback has never been more important.”

Onwards and upwards. Have a great day 😊

03/10/2021

Great news to wake up to this morning. Still keeping our 5/5 Star Rating with Vouched For.

As always thank you to our clients who continue to leave us such positive feedback!

Have a great Sunday everyone whatever you’re doing!