That’s a real weight off my mind

We enable financial advisers to qualify the credit standing of their customers prior to or during an advisory process. This will assist advisers in determining the most appropriate recommendations whilst reducing advisory time and costs. Contact us to find out more

About us

The Click2Check Credit Assess Service was designed by individuals with extensive experience in developing solutions for the financial services sector. Aware of the responsibilities placed on advisers when undertaking regulated advice, we have developed a solution that empowers the customer whilst delivering important information to an adviser when selecting and recommending the most appropriate mortgage or loan option as part of an advisory process.

The Team

David jones
David has 18 years’ experience supplying business solutions predominately to the mortgage sector. David his first insight into the mortgage market was working for John Charcol Ltd, being part of the team responsible for managing the scaling of satellite offices from 4 to 10 in an 18-month period. During this time he also worked for Bradford & Bingley. David subsequently started a small FinTech, Dashboard Software Ltd, building an ASP CRM Solution for mortgage advisors, Mortgage Networks and Mortgage Packagers. He took the company, through consistent growth over a 5 years period and exited following a sale. Since then he has successfully worked in the cloud technology sector for the finance market working as a consultant for various high calibre companies. In 2016 David co-founded Click2Check. Developing the solution has been a challenge but his wide experience in the market have been put to good use when dealing with the FCA and developing our credit profiling and open banking proposition for the mortgage market. When not working Dave spends time with his family and attempting to keep fit with various sporting activities.

Nick Berry
Nick worked for fifteen years in the lending industry in a number of management roles with high street lenders. He also spent over five years in the financial services intermediary sector working on specialist lending and mortgage initiatives and improving customer service. More recently he has worked in the FinTech sector for a number of software companies. His diverse background has given him an excellent holistic understanding and insight into mortgage and lending industry requirements. He has applied this knowledge in the technical design and development of the Click2Check service and contributed towards the strategic approach of the companys' offering to market.

Mike Taylor
Michael injects a wealth of business and consumer financial experience and success to the team. His expertise is central to directing and driving Click2Check's success and growth going forward. He is a highly experienced Executive Sales Director with a portfolio of UK and international based roles. His career thus far has seen him work across a wide range of high profile brands within the financial services and sports sectors. These have included the FSA, Trigold, TSB and The PGA as well as running his own highly successful mortgage brokerage for many years. He brings 30 years of industry recognised experience building both businesses and relationships. This qualifies him to understand the nuances of our clients' businesses and he is ideally placed to work with them to develop and implement solutions. “We are seeing more Financial Retailers trying to get away from allowing the computer to simply say no to their clients. We are also seeing more lenders keen to lend. I believe passionately that with our technology we can bring to an end an era where it takes weeks trying to place the implacable case. That’s why I am so committed to C2C’s innovative technology which allows Financial Retailers to qualify the credit standing of their customers prior to or during an advisory process. This will greatly assist advisors in determining the most appropriate recommendations whilst simultaneously reducing significant time and costs. With our “Black Box” solution alongside the full credit file score and file content disclosure we will finally be able to put the right tools in the toolbox”
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