Gregor

Mortgage & Protection Consultant

Gregor is the company principal and specialises in complex mortgages, bridging, equity release, commercial finance and helping clients to protect not only themselves but also their families, homes and businesses.
When out of the office, Gregor loves being in the mountains on his bike or skis, or walking with his spaniel. He also follows Edinburgh Rugby and the Scotland team #AsOne

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Abi

Mortgage & Protection Consultant

Abi is often commended on her excellent knowledge of the mortgage market, very good listening and interpersonal skills, and high quality, customer focused approach. Outside of work, Abi enjoys reading, socialising, snowboarding and long walks with her husband and dog.

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Amy

Mortgage & Protection Consultant

Amy worked for a High St bank and has a lot of experience in mortgages and self-build mortgages. She has fantastic attention to detail and has excellent communication. Amy is keen on travel, keep fit and socialising.

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Andrew

Mortgage & Protection Consultant

Andrew is based in Perthshire.  He has a detailed knowledge and experience of bridging finance, Buy to Let and specialist lending. He worked as a Mortgage Broker for a number of years before moving to a Business Development role for a mortgage lender so he brings a wealth of experience for our clients. His ”Can Do” is a real asset to the team.

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Nicola

Mortgage & Protection Consultant

Over the years Nicola has helped many clients get on the property ladder, move to their dream home and through building a relationship with her clients keep in touch with them on a regular basis to ensure they are on the best rates by remortgaging when their current rate ends. For her later life lending clients, she helps them to use some of the wealth from their home for many things such as home improvements, paying off existing mortgages, clearing debts, dream holidays, second homes, school fees and helping with their children’s house deposits. The list goes on.

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Karen

Mortgage & Protection Consultant

Karen recently won the award for Best New Advisor in the UK. Her bubbly personality matched with her knowledge of mortgage and insurance and her dedication to customer service means she is a fab broker. When not working Karen loves spending time with friends, family and is particularly busy with her young daughter.

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Sean

Mortgage & Protection Consultant

Sean’s strong interpersonal and communication skills, pragmatism and a great sense of humour make him a great adviser. These skills were developed in his previous corporate hospitality career.
He is CeMAP and equity release qualified and working towards full competence as a mortgage and protection broker. Based in Perthshire, he serves clients across the UK and Europe. When he’s not in the office, Sean loves to cook, garden and explore the wilderness of Scotland, and is an avid traveller.

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Sam

Mortgage & Protection Consultant

Sam has over 20 years’ worth of experience working with mortgages, having worked for Barclays and Lloyds Banking Group (Bank of Scotland and Scottish Widows Bank), gaining expertise in all aspects of the mortgages process. Sam moved to a mortgage and protection advisor role in 2020 having completed 3 years of advisor training and mentoring. Sam is currently studying for her Chartered Bankers Institute diploma having gained her CeMap qualifications with the Institute. Sam enjoys days out with her family, especially the beach, visiting Northumberland regularly. She also supports her local football team (guess which one) and regularly attends games with her family.

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Sunny

Mortgage & Protection Consultant

Sunny works hard to ensure that you get the best mortgage deal on the market. He liaises with the clients, lenders, solicitors, surveyors and makes sure that the cases progress speedily, while making sure that everyone is kept informed. Outside the office, he likes playing 5-a-side and supporting his beloved football teams. Sunny also likes cars and enjoys socialising.

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Sue

Mortgage & Protection Consultant

Later Life Lending Adviser / Mortgage and Protection Case Manager. Sue specialises in later life lending for the over 55s and advises on Equity Release/Lifetime and Retirement Interest Only Mortgages. She also leads on the admin and case management for clients. In her spare time, when not enjoying spending time with her family, she enjoys various fitness activities including hill walking. She likes getting along to live music events and enjoys all the different festivals that take place in the city.

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Emily

Mortgage and Protection Co-ordinator

Emily makes mortgage and insurance easier for clients by doing the legwork – the admin and case management. She tracks the progress of applications and liaises with the lenders to make sure they have all they need whilst keeping clients up to date. She works part-time while studying for a management degree at Glasgow Caledonian University and plans to be a broker after she finishes uni. In her spare time Emily enjoys spending time with friends and family.

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Melanie

Office Administrator

Melanie enjoys playing squash and running, nature walks and camping with her family. Creative fun with her little girl, having friends for dinner and a bit of gardening.

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