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 & Equity Release 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
ANTHONY BLAINE – CeMAP
Mortgage & Protection Adviser
NICK CARTER – CeMAP
Protection Specialist
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
MORGAN-JADE FISHER
Trainee Paraplanner
CIAN JAMES-SMALL
Trainee Paraplanner
CHRISTINA NEAL
Content & Marketing Manager
JEREMY RICHARDSON – AssocRICS, MRPSA, DRSV, CPEA, BA Hons
Property Expert
ANDREW RICHARDSON – MNAEA Member
Independent Property Adviser
MARGHERITA RAZZA
Financial Health Coach