meet the team

Company Director& Independent Financial Advisor

Chartered Banker, DipIP, CeFA, CeMAP, CeRER

Geraint is the visionary founder and driving force behind our company. As the Company Director and an Independent Financial Advisor, Geraint established the firm in 2009 with a commitment to helping clients achieve their financial goals.

With a background in banking, having worked at Barclays and Halifax, Geraint brings a wealth of experience and expertise to the table. His extensive knowledge in financial services has been instrumental in building a firm that prides itself on personalized client care and financial success.

What Geraint loves most about his job is the satisfaction of helping clients achieve their goals. His passion for financial planning and dedication to his clients’ success is evident in every aspect of his work.

Outside of the office, Geraint enjoys spending quality time with his wife and children. Whether it's a family outing or a quiet evening at home, these moments are what he cherishes most.

Geraint’s leadership, expertise, and genuine care for clients make him the cornerstone of our firm’s success. His commitment to excellence and client satisfaction continues to inspire our team and drive our mission forward.

Company Director & Mortgage & Protection Advisor

CeMAP

Dave has been an integral part of our team since 2017, rising from a trainee mortgage advisor to Head of the Mortgage Team and Company Director. His journey with us showcases his dedication, expertise, and leadership in the mortgage industry.

Before joining our team, Dave worked at Co-op Bank as a personal banker and mortgage advisor, honing his skills in financial services. Prior to his banking career, he spent 8 years managing several city bars and nightclubs, where he developed his knack for customer service and problem-solving.

Dave's favourite part of his job is getting a 'yes' from mortgage lenders, helping clients secure their dream properties. He thrives on problem-solving, enjoys the variety of challenges each day brings, and loves meeting people from all walks of life. Outside of work, Dave enjoys spending time with his wife and two sons, running, eating out, and spending time in West Wales.

Dave's passion for helping clients and his dynamic approach to leadership make him an essential part of our success. His enthusiasm for problem-solving and commitment to excellent service continue to inspire our team and clients alike.

Office Manager

Simone, the mastermind behind our office smooth operations. With her versatile skill set and over 24 years of experience in the financial industry, Simone is the backbone of our team, ensuring smooth functioning and efficient workflow.

As our office manager, Simone wears many hats, and you'll often find her tackling a variety of tasks with ease and grace. From coordinating schedules to resolving logistical challenges, Simone is the go-to person for just about everything.

What Simone loves most about her job is the element of surprise—each day brings new challenges and opportunities, keeping her on her toes and her mind sharp.

Outside of work, Simone's heart belongs to her boys, who keep her busy cheering them on at football and rugby matches, and when she's not on the sidelines, Simone indulges in her passion for wine!

Simone's dedication and versatility make her a vital part of our team, excelling with passion both in and out of the office.

Financial Advisor

DipPFS

Meet Brendan, a Financial Advisor with vast experience in managing client accounts and portfolios. Brendan specialises in wealth management and investments, ensuring his clients' financial success.

A strong communicator, Brendan establishes excellent relationships with clients and stakeholders, whilst staying up to date on regulatory obligations and industry best practices.

Outside of work, Brendan enjoys golf, rugby and staying physically active. He finds rejuvenation in nature walks with his wife and their Great Dane, hitting the gym, and participating in sports. He also enjoys reading and staying current with financial trends.

Brendan's dedication to financial excellence makes him an integral asset to our team.

Mortgage & Protection Advisor

FPC1,2 & 3, MAQ, ER1, FIT

Meet Michael, our experienced Mortgage & Protection Advisor based in Kent. With a remarkable 45-year career in the industry, Michael’s journey began with Prudential, affectionately known as the "the man from Pru." His extensive experience and deep knowledge make him a trusted advisor for clients seeking to achieve their home ownership dreams.

Michael is passionate about client interactions, enjoying the opportunity to meet both new and returning clients. While he might not be keen on paperwork, his dedication to helping clients navigate the path to homeownership is unwavering.

Married with two grown-up daughters, Michael values family time. Outside of work, he is an avid sports enthusiast, enjoying cricket and golf. A former football player, he now channels his love for sports into other activities. Michael also loves spending time with his two dogs, often taking them for walks to the local pub.

Michael’s dedication to his clients and his personable approach make him an integral part of our team. His enthusiasm for helping clients achieve their goals is truly inspiring.

Accounts Manager

Lucy is our dedicated Accounts Manager. With a background as a previous business owner and currently pursuing her accounting qualifications, Lucy brings a unique blend of entrepreneurial spirit and financial expertise to her role.

Lucy's favourite aspect of our company is the close-knit team and the family-like atmosphere. Outside of work her greatest passion is travelling with her family, exploring new cultures, cuisines, and experiences.

As our Accounts Manager, Lucy is committed to excellence in managing our financial affairs. Her background, coupled with her dedication to learning and growth, ensures that she brings a fresh perspective and innovative ideas to her role.

Compliance Support

Caroline plays a vital role in our compliance team, providing invaluable support and expertise in ensuring our organisation meets regulatory standards. With a rich and varied background that spans teaching, nursing, and law enforcement, Caroline brings a wealth of experience and a diverse skill set to her role.

What Caroline loves most about her job is putting smiles on our clients' faces. She finds immense joy in engaging with them and providing exceptional service.

Outside of work, Caroline’s passion lies in collecting shoes, a hobby that reflects her appreciation for attention to detail. When she's not immersed in compliance matters, she can often be found exploring unique finds to add to her collection. Additionally, Caroline cherishes spending lots of time with her grown-up daughter and visiting her son in London.

Caroline's zest for life and dedication to excellence make her an invaluable member of our team.

Financial Administrator

Rhiannon, our meticulous Mortgage and Protection Administrator. With a background in estate agency work and a passion for helping clients secure their dream homes, Rhiannon brings a wealth of industry knowledge to her role.

What Rhiannon finds most rewarding about her current role is the opportunity to expand her knowledge and skills in the mortgage and protection industry. With each new challenge, she embraces the chance to learn and grow, ensuring she can provide the best possible support to our clients.

Outside of work, Rhiannon enjoys attending live music events and watching bands perform, where she finds joy in experiencing the creativity and energy of live performances.

Rhiannon approaches everything with dedication and efficiency, this makes her an indispensable member of the team.

Financial Administrator

Michelle brings over 18 years of financial expertise to her role as a Financial Administrator. With extensive experience at Barclays Mortgages and Legal and General, Michelle has a proven track record of managing teams and delivering exceptional results.

Michelle is driven by her love for her colleagues and the family-oriented atmosphere of her workplace. Outside of work, she enjoys cooking, staying fit with CrossFit, socialising, and planning her next holiday adventure.

Michelle's dedication and leadership were recognised when she received the Manager of the Year award in 2019 at the Contact Centre Awards, presented by Sir Lenny Henry.

Michelle is a valued member of staff; her contributions are integral to our organisation's success.