
Since joining the financial services industry in 2007, Andrew has prided himself on providing a quality mortgage and protection planning service with many of his historic clients returning for subsequent needs and then referring him to both colleagues and family members. No two cases are the same, which makes the industry much more interesting to be part of.
Andrew has looked to broaden his service and advice levels by undertaking and passing the advanced mortgage diploma voluntarily. This has given him more insights to further his service proposition and in today’s difficult mortgage market it has saved numerous clients both time and money by allowing him to help them. Facilitating clients is not only to obtain the house they desire or to lower their costs for their current home, but also creating an individual protection plan to keep them in their property – the main focuses and goals with each and every case.
Tom Grist
Personal Assistant
Tom Cox
Client Service Assistant
Peter Thomas
Group Engagement Manager
Natasha Neal
Paraplanner
Melanie Dean
Group Operations Director
Mark Turner
Financial Adviser
Mark Rose
Senior Financial Adviser
Louise Formaggia
Client Engagement Assistant
Lloyd Hammond
Trainee Paraplanner
Jordan Atkinson
Group Operations Manager
Jess Hencher
Personal Assistant
Jamie Mellor
Financial Adviser
Hannah Little
Accounts & Projects Assistant
Gary Rollison
Senior Financial Adviser
Emily Sykes
Personal Assistant
David Adamson
Mortgage & Protection Adviser
David Webb
Senior Financial Adviser
David Dean
Director
Dan Barnard
Financial Adviser
Ben Pegler
Financial Adviser
Andrew Little
Financial Adviser
Andrea Barnard
Client Engagement Assistant
Aimee Morris
Client Service Manager (Warwick)
James Bryce
CEO
Alasdair Carroll
Mortgage & Protection Adviser
Taran Sidhu
Client Service Assistant
Steve Jevons
Senior Financial Adviser
Andrew Burton
Financial Adviser
Martin Pegler
Financial Adviser
Chris Deeming
Financial Adviser
Simon Battle
Financial Adviser
Sajid Khan
Financial Adviser
Rachel Shrubsole
Personal Assistant
Richard Holland
Financial Adviser
Macy Birch
Personal Assistant
Alex Attwood
Trainee Paraplanner
Blake Ellis
Paraplanner
Dan Godfrey
Mortgage Adviser
Ed Bryce
Financial Adviser
Karl Mardell
Personal Assistant
Hannah Ingram
Client Service Administrator
Simon Mynall-Wood
Financial Adviser