RomaTalks

Built on Friendship: Tom & George’s Specialist Finance Story | RomaTalks

Roma Finance Season 1 Episode 36

🎯 Meet Tom & George – Tom, Director at Beat Finance, and George, Senior BDM at Roma Finance, share their story of friendship, partnership, and success in specialist finance.

🤝 From Schoolmates to Colleagues – Friends since they were 11, Tom and George have grown up together, worked side by side in previous roles, and now collaborate as broker and lender—built on trust, respect, and shared values.

🏦 The Beat Finance Journey – Tom explains why he launched his own brokerage, navigating the challenges of starting up before Covid and building a strong reputation in the specialist market.

🔍 Working with Roma – As a whole-of-market broker, Tom reveals what he looks for in a lender and why Roma consistently delivers through its service, flexibility, and relationship-driven approach.

📈 Market Insights – They discuss recent shifts in borrower habits and lender appetite, and what these trends mean for brokers in the evolving finance landscape.

🚀 Looking Ahead – Tom shares his vision for Beat Finance’s future, continuing to grow with integrity, expertise, and long-standing partnerships like the one he and George have built.