Mortgage Offices

Kay joined the company in 2005, having previously worked as a local Building Society Manager. She has worked in the financial services industry for over 20 years and provides mortgage and insurance advice. Married with 2 children, Kay spends most of her spare time chauffeuring her eldest son to various golf matches up and down the country.

Richard joined the company in 1997 having previously worked as a Building Society Manager and has worked in financial services since school. Richard specialises in Mortgage and Protection advice, obtaining most of his clients from referrals and recommendations and works closely with local estate agents, solicitors and accountants. When not at work, Richard enjoys cycling, walking and spending quality time with his family.

Christine joined the company in 2012 as an administrator, with well over 20 years’ experience in various clerical support roles. She currently works in the Mortgage Department and has recently passed her CF6 mortgage advice qualification. In her spare time she likes to keep fit at the gym as well as walking miles with her spaniel.

I consider myself to hold an important and, in many ways, privileged role. Many of our clients are with us for many years and we play an important part in ensuring their finances are robust enough to work for them throughout their lives. As such, I take great pride in getting to know each and every one of my clients personally, understanding them and their families, and always doing my very best on their behalf.

Financial advisers tend to be needed at the key moments in someone’s life, some of them during joyous events and through times of success, and others around sad events and troubled periods. It's one thing helping clients with their finances from a positive starting point, but a good adviser must also be able to help when situations are less positive too.