Gregor

Mortgage & Protection Broker

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 Broker

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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Andrew

Mortgage & Protection Broker

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 Broker

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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Sean

Mortgage & Protection Broker

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 Broker
Winner – “Protection Adviser of the Year 2024” at The TMA Awards

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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Claire

Mortgage & Protection Broker

I started out in 2002 working as a negotiator within a busy estate agency sales team. After 10 years, I became a qualified Mortgage and Protection adviser. I now work on behalf of my client with Estate Agencies, assisting clients through the house purchase journey from start to finish, removing any stress along the way. It’s important to me to be part of that journey so that my clients feel supported. Outside of work I enjoy spending time with my family, taking my 2 French Bulldogs out for walks.

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Shirley

Mortgage & Protection Broker

With a client-centric approach and a comprehensive background in all types of mortgages, including equity release, Shirley is particularly passionate about assisting foreign nationals and skilled visa holders to secure and protect their homes and futures in the UK. She aims to simplify the complex financial landscape and provide tailored mortgage and insurance solutions designed to protect what is important to you and your family, aligned with each unique situation. When Shirley is not at her desk, she enjoys walks with her partner and their dog, cold water swimming, and is a keen traveller. This is her pub quiz specialist subject!

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Karen

Mortgage & Protection Broker
Winner – “Rising Star Broker of the Year 2021” at The TMA Awards

Karen’s bubbly and helpful nature is a really welcomed by clients. This and her “can-do” attitude and willingness to go that extra mile helped her with the Rising Star Broker UK award in 2021.

She loves helping her clients to purchase their dream home. She prides herself on giving the best service to clients and always being on hand to navigate the journey with them.
Whether you are purchasing your first property or you are looking to expand your property portfolio, she would love to help.

Karen also has a busy social life with her partner and their daughter Tilly and gorgeous little dachshund called Sidney.

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Gordon

Mortgage & Protection Broker

Gordon lives in beautiful East Lothian and is one of our broker team. With expertise in the self employed market, he advises business owners on how to best finance their plans and protect the business and families involved.

Gordon ran his own successful mortgage brokerage from 2002 to 2009 and then focused on building his own property portfolio. As a portfolio landlord himself, he is ideally placed to help property investors with their plans.

His enthusiasm and professionalism is often commented on when he helps clients achieve their own objectives and goals within the mortgage market.

Gordon is a keen golfer but plays very poorly and feels that his best years are still to come.

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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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Susana

Mortgage & Protection Administrator
Finalist – “Best Mortgage Admin 2024” at the TMA Awards

In her spare time, Susana enjoys travelling around the world visiting different countries and discovering new cultures. Also she loves socializing, going out with friends and meeting new people. She tries to have a healthy lifestyle despite sports aren’t her greatest passion.

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Claire Easson

Mortgage & Protection Administrator

Claire is an experienced mortgage and protection administrator who makes sure all our cases move along as speedily as poss and keeps clients updated on progress. Outside of work, she can often be found either in the garden or trampling through the wilds of Perthshire (but only if it’s sunny).

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Shiralee

Admin

Our cheery admin whizz, Shiralee, is usually the first person to chat with clients on the phone. She supports our broker team by providing excellent customer service and having a “can do” approach to life.
Shiralee enjoys swimming, reading, walking and spending time with family. She also likes time at home enjoying arts and crafts activities, and motor racing!

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Bear

Morale Manager & Head of Post

Bear has 7+ years experience in creating a postive environment, providing support to staff and ensuring a relaxed atmosphere for all. In addition Bear is responsible for collecting and distributing of all mail. Bear will likely greet you with his favourite orange ball and a waggy tail.

You

If you’d like to work in an award winning mortgage brokers please send your CV to [email protected]

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