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Manager of the month – November

Top Of The League is an industry recognition scheme in association with Woolwich mortgages from Barclays. The aim is to recognise two outstanding individuals each month who will be named Player of the Month or Manager of the Month. Top of the League nominees have all delivered excellent service in their company or community, for colleagues or clients. Each month during the football season Woolwich talent scouts will be hunting out star players and managers in all major networks, clubs and brokerages. They will then be whittled down to a short list of five names, before the winners are chosen by our panel of judges. Winners will be presented with the same Barclays Premier League Player or Manager of the Month trophies that the football greats receive and other exclusive prizes.

Name: David Thomas
Company: Chadney Bulgin
Job Title: Joint managing partner

Manager of the month
Name: David Thomas Company: Chadney Bulgin Job Title: Joint managing partner

What does being dubbed Top of the League mean to you?
It’s recognition for running a winning, successful, business.

In her nomination of you for TOTL Barclays’ Nicky Phillimore said you have created an ethos of putting the customer at the heart of everything you do, how have you done that?
All of our internal meetings from partnership to management to operations have Treating Customers Fairly as a standing agenda item. Any strategy we develop takes immediate account of the client needs.

How has your company adapted to the market downturn?
It’s not easy, we had to let some poorer-performing advisers and support staff go, which arguably strengthened the business. We then took the opportunity to diversify further into financial planning, which resulted in the company being awarded chartered status by the Chartered Insurance Institute.
You’re based in Fleet in Hampshire, how is the market in your local area at the moment?
It’s prime commuter territory, Fleet has expanded rapidly in recent times, with some 2,500 new homes. While the market has not been buoyant, the increased overall supply of property has helped.

What’s the best part about being a mortgage broker?
The dynamism of the role. It is ever challenging, and I really enjoy the need for creativity to find solutions.

If you could be the head of the FSA for a day, how would you improve the market?
I would create a securitisation framework for all lenders to subscribe to within a regulated process. The market yearns for funding in a controlled area.

Finally, if you could be any footballer for a day, who would you choose and why?
Sadly he’s passed away now, but unquestionably it would be West Ham and England player Bobby Moore. He was an inspirational leader, articulate, and showed exemplary behaviour both on and off the pitch.

Why judges picked…

  • He has ensured all customers are written to following completion, by way of a customer satisfaction survey
  • Referrals from existing customers are the firm’s main source of new business
  • Ensures all staff are engaged in giving five-star customer service

November’s short lists:

  • Rob Starr, Seico
  • Ken Anderson, One Mortgages
  • Arash Nassiri, Leap Finance
  • David Thomas, Chadney Bulgin
  • Paul Merrigan, Lifetime Wealth



Lending in an age of uncertainty

Next year is going to be another tough one in the industry, according to the movers and shakers at a recent round table hosted by HML in London. The consensus was that we need more lenders to do more lending and the regulator needs to create an environment to facilitate this. By John Murray


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