ABOUT US
Meet the team
SIMON
Director & Advisor
CeMAP, CeRER, CeCM, DipFA, PETR, CeLTCI, MLIBF, CeMAP Diploma
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I started advising in 2004 within a family financial advice company. During this time I progressed through the qualification framework to become a fully qualified financial adviser but now specialise in mortgage & protection advice. Now more than ever it’s more important to review your finances to get the most suitable deal at the best rate. We can help ensure that
you are not paying any more for your mortgage than you need to.
Have you considered what would happen should the worst happen and you become too ill to work and unable to pay your mortgage or suffer a serious illness
What about a death in the family ?
Would you be able to remain in your home. We can help you find a solution to fit within your budget, helping you protect what’s most important to you. I have extensive experience in the following areas:
- Equity Release Mortgages
– Remortgages or house purchases.
- Residential mortgages
– Purchases and remortgages.
- Buy to let, including Ltd company.
- Holiday lets
- Building insurance for residential properties and landlords
- Personal protection including life, critical and income protection insurance.
Outside of work I enjoy travelling the UK, walking with the dog and spending time with my family. My No.1 passion is motorbikes having passed my test within the last couple of years and looking forward to the upcoming 2-wheeled adventures.
KATIE
Administrator
I have worked as an Administrator for One Life Mortgages Ltd with my husband Simon since September 2023. I am degree-qualified but new to financial services.
I am currently studying for my qualifications with the LIBF (London Institute of
Banking & Finance).
I have over 20 years of experience in the retail and public sector and have gained strong interpersonal, communication and customer service skills.
I am passionate about helping people and I look forward to applying my experience to support Simon and our clients through both an exciting and stressful life event.
I enjoy gardening, growing a variety of flowers and vegetables, going on long family walks (with our dog) or travelling and exploring the UK.
I also enjoy crafting, drawing and painting landscapes and wildlife.
