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.

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MONICA BRADLEY – CeMAP
Managing Director

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PHIL LEIVESLEY – CeMAP
Sales Manager 

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SHAUN DE MOURA – CeMAP
Mortgage & Protection Adviser

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LESLIE MORRIS – CeMAP
Mortgage & Protection Adviser & Equity Release Adviser

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NEIL STANDRING – CeMAP
Mortgage & Protection Adviser

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JAMES WATSON – CeMAP
Mortgage & Protection Adviser

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DECLAN O’BRIEN – CeMAP
Mortgage & Protection Adviser

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

Anthony Blaine

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ANTHONY BLAINE – CeMAP
Mortgage & Protection Adviser

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NICK CARTER – CeMAP
Protection Specialist

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KIRSTY LAMBERT
Office Manager

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HELEN LINDFIELD
Case Manager

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LESLEY POPE
Case Manager

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PEGGY FALCONER
Case Manager

Petranka Georgieva

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PETRANKA GEORGIEVA – CeMAP
Case Manager

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JEFF SMITH
Estate Planning Consultant & Will Writer

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SHARRON SMITH
Will Writer & Asset Protection Consultant

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JAMES WICKS
Trainee Paraplanner

Morgan Fisher

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MORGAN-JADE FISHER
Trainee Paraplanner

Cian James-Small

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CIAN JAMES-SMALL
Trainee Paraplanner

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CHRISTINA NEAL
Content & Marketing Manager

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JEREMY RICHARDSON – AssocRICS, MRPSA, DRSV, CPEA, BA Hons
Property Expert

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ANDREW RICHARDSON – MNAEA Member
Independent Property Adviser

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MARGHERITA RAZZA
Financial Health Coach