MEET THE TEAM
When you come to us for mortgage or protection advice, you can be sure you’ll receive all the information you need to make an informed decision. We have a great team of experienced advisers, case managers and administrators and we’re here to help you.
The reason we consistently get great reviews from our clients is simple – we hire great people who genuinely care about their clients. We know that if you’re happy, we’ve done our job well.

MONICA BRADLEY – CeMAP
Managing Director

PHIL LEIVESLEY – CeMAP
Sales Manager

SHAUN DE MOURA – CeMAP
Mortgage & Protection Adviser

LESLIE MORRIS – CeMAP
Mortgage & Protection Adviser

NEIL STANDRING – CeMAP
Mortgage & Protection Adviser

JAMES WATSON – CeMAP
Mortgage & Protection Adviser

DECLAN O’BRIEN – CeMAP
Mortgage & Protection Adviser

DEAN ASHTON – Cert CII (MP)
Mortgage & Protection Adviser

AMIRAH NAWAZ – CeMAP
Mortgage & Protection Adviser

STEVE DALE
Equity Release Specialist

NICK CARTER – CeMAP
Protection Specialist

NICK STEWART – R05 & Cert II (MP)
Protection Adviser

KIRSTY LAMBERT
Office Manager

HELEN LINDFIELD
Case Manager

LESLEY POPE
Case Manager

PEGGY FALCONER
Case Manager

PETRANKA GEORGIEVA – CeMAP
Case Manager

JEFF SMITH
Estate Planning Consultant & Will Writer

SHARRON SMITH
Will Writer & Asset Protection Consultant

JAMES WICKS
Trainee Paraplanner

JAMES WEBB
Trainee Paraplanner

KIERAN O’SULLIVAN
Trainee Paraplanner

CHRISTINA NEAL
Content & Marketing Manager