Meet Our Team
Andy
Director & Over 55s Finance Specialist
Andy has more than 25 years of experience. His specialist area of advice is helping manage the finances of those aged over 55.
He also runs his own Will and Estate Planning company for people aged over 55, which you can find here:
Dan
Dan has more than 15 years of experience helping hundreds of clients. His specialist area of advice is helping people to buy their first home.
Director & First Time Buyer Specialist
Nikki
Case Manager & General Insurance Specialist
Nikki is responsible for processing all mortgage and insurance applications from the time they are submitted all the way through to a successful completion. She keeps our clients informed of the current status of cases and is available to answer any questions.
She is also our General Insurance Specialist, specifically home and contents insurance.
Hannah
Hannah is our client relationship manager and she will look after you once your mortgage has completed, so you will always have someone to talk to for the life of your mortgage. She will introduce herself shortly and also call you once your application has been completed.
Client Relationship Manager
Helen
Helen is a case processor, working closely with Nikki. Her role is to assist in progressing every case through to completion, as quickly and efficiently as possible
Case Processor
Pixie
Pixie’s role is to help us promote our services to existing and new clients on social media.
Social Media Marketing Manager