Our Team

Kathryn is a Chartered Financial Planner who holds Fellowship in the Industry, having worked in Financial Services since 1998. She is committed to helping her clients achieve their goals and is passionate about education. 

Kathryn has worked in all areas of Financial Services since 1996, and has a vast knowledge and experience in whole of market mortgages, including buy to let both personal and corporate/portfolio and protection. 

Matthew is a specialist in mortgage and protection, very energetic and excited for the future. Taking a keen interest in helping clients with their needs, very highly regarded by our team and his clients.

Julianne is practice manager here at the office, and brings a strong operational and client-focused approach, ensuring smooth running of the day-to-day business operations.

Working closely alongside Julianne, Linda helps coordinate the client journey from initial enquiry through to completion and ongoing support.