Meet Lesley-Anne Jones

Co-Founding Director for Business Growth

Her Background

Experienced, qualified mortgage professional for over 30 years, Lesley-Anne is a member of the CII (Chartered Insurance Institute) and holds qualifications FPC (Finance Planning Certificate) and MAQ (Mortgage Advice Qualification).

Working for high street lenders, in a senior capacity with a mandate to approve mortgage loans, as well as for independent mortgage brokerages, has given her a world of knowledge and expertise that she cannot wait to share with you today.

She started her career working for a local estate agent and went on to manage an estate agency chain, so she knows a little something about buying and selling properties too.

Out of the office you are likely to bump into Lesley at a live music gig, a supercar event or enjoying coffee & cake (preferably coffee walnut!) in a National Trust cafe.

Meet Richard Martin

Co-Founding Director & Specialist Broker Consultant

His Background

Meet Richard, your go-to mortgage maestro with over 30 years of experience in the financial services arena. Richard’s qualifications CeMAP (Certificate in Mortgage Advice and Practice ) and Certificate in Regulated Equity Release (CeRER) means he is your trusted guide through the maze of property finance, offering expert advice for every situation.

Richard’s deep understanding of property transactions means he’s always ready to tackle any challenge head-on. He’s known for his hands-on approach, keeping clients in the loop at every stage and ensuring they’re fully aware of any potential bumps in the road.

With a stellar reputation among accountants, solicitors, financial advisers, and insolvency specialists, Richard is well-respected for his dedication and expertise. He thrives on the variety and challenges that come with mortgage and property finance work.

When he’s not crunching numbers, Richard is nurturing his green thumb in the garden or perfecting his moves at Tai Chi Chuan class.

They both believe that sharing knowledge isn't just a professional requirement it's part of life. Their mission is to ensure that no-one is disadvantaged due to a lack of up to date and correct information.

Why You deserve advice that is right for your individual circumstances.

Tailored Advice

Richard and Lesley have been helping homeowners sort out their property-related finances for over 35 years. During that time, they never subscribed to the ‘one size fits all’ approach. Each person’s plans are unique and their financial solutions should reflect this.

Expertise

Knowing the industry inside out, they pride themselves on being solution providers. Matching the lender and their criteria to the client.

Independent

They are ‘whole of market’ advisors, with access to all lenders, they are not restricted to a ‘representative panel’ which means you can be sure that the solution you are presented with is the very best available in the marketplace for your circumstances.

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