Will has a natural ability to understand his clients and relate to their situations. This, combined with his ability and passion to learn makes him a force to be reckoned with in the industry. He has an eye for detail and is a superb listener. He has created a very loyal and longstanding relationship with his clients, which is a testament to his hard work, honesty and fantastic advice. Will is a fitness fanatic, enjoys boxing and socialising with family and friends. He is keen to seek new challenges for charity events in his quest to give back to people and the community
Ryan is very hard working and develops great relationships with his clients. He is straight talking and always delivers on his promises. Having advised in the industry since 2003, he has developed much experience with the mortgage and housing market. Ryan is always seeking to develop himself and over the years has gained qualifications Equity release and has a diploma in financial advice. Ryan is keen to ensure our staff are cared for and developed to be the best they can be and has trained in neuro linguistic programming and performance management to ensure his promises are met. Outside of advising, he has a creative flair that will support us in moving the business forward. He is a family man and very genuine. Ryan enjoys; Golf, football and spending time with his 2 children and wife Natasha.
Luke is a breath of fresh air. Having started his career path in mortgages only a few years ago, you wouldn’t be able to tell the difference between him and an adviser with 20+ years experience. His knowledge of the market is incredible and this is shown by the high volume of applications he processes every month. Friendly, personable and honest are but a few words we can use to describe Luke. In his previous experiences, Luke boasts a fantastic CV with BMW and GKN Aerospace, holding down roles roles requiring immense attention to detail, which has proven a fantastic attribute in his role as an adviser. In his spare time Luke enjoys staying fit, socialising with friends……and working!
Having worked in the financial services industry since 2010, Lottie joins us as our Client Relationship Manager, supporting us and our clients on their journey to making finance easy. Lottie is always keen to develop her knowledge within the industry and is fully CeMap qualified, along with qualifications in Regulated Financial Planning.
Outside of work Lottie enjoys spending time with her daughter, Poppy and partner Tom. She is a fitness fanatic, enjoys going to CrossFit and running. She has run various distances, including half marathons, full marathons and an 80km run in 2018, in support of various charities.
Macey joins us as our first ever apprentice. She blew our socks off during her initial meeting with us. Her confidence, energy and knowledge was astounding given she is completely new to industry.
Having been unsure of a career path to take, Macey used lockdown to research different employment fields and stumbled across finance and property and made a brave phone call to us to see if we would be interested in speaking with her. That spoke volumes for us!
We are overjoyed to have Macey in our team and she will be starting her apprenticeship in certification in financial services administration, leading onto CeMAP 1, which will see her enter the industry as one of the youngest mortgage and protection advisers in the UK.