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:

https://yoursafeandsecurewill.co.uk/

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

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 after your application has been completed.

Client Relationship Manager

“Over 90% of our clients are referrals from other customers we have helped… we must be doing something right"

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“Over 90% of our clients are referrals from other customers we have helped… we must be doing something right" —