The team
You will know exactly who has your case.
One adviser leads throughout, from the first conversation to drawdown, supported by an experienced team who keep the case moving behind the scenes.
John Yates
Director
Steve Smith
Strategic Advisor
Rhiannon Tandy
Mortgage & Protection Manager
Manjeet Boparan
Mortgage Advisor
Tracy Clayton
Protection Advisor
Henry Wright
Business Development Manager
Hollie Beardmore
Client Relationship Manager
Harry Plaistowe
Mortgage Advisor
David Grant
Operations Manager
Ryan Derry
Compliance & Operations Officer
Nivine El-Jamal
Financial Controller
Mr Bojangles
Morale Officer