Our People
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Stephen Henry Surtees, Director/Senior Financial Adviser
Tel. 01709 821967
Email. stephen.surteeshomeworks.uk.com
Email. stephen.surteeshomeworks.uk.com
I started in financial services in 1993 and have gained the industry recognised Diploma in Financial Services . I have spent the last 23 years building my experience and expertise in all area of financial planning with continued work on professional development such as Chartered Financial Planner status.
Helen Surtees, Director/ Office Manager
Tel. 01709 821967
Email. infohomeworks.uk.com
Email. infohomeworks.uk.com
I joined the family business in 2011 having spent 22 years in Local Government. I now run the administration for Homeworks.
Connie Nicholls, Business Support Officer
Tel. 01709 821967
Email. connie.nichollshomeworks.uk.com
Email. connie.nichollshomeworks.uk.com
I joined Homeworks in October 2011, I deal with all day to day administration, and am the resident expert on Buildings and Contents. You will speak to me for all your on-going mortgage updates. Whilst working with Homeworks, i have completed NVQ's in customer service and business administration.