About Us

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

John Connor

Managing Director

John has been working in Financial Services as an advisor for over thirty years and as an Independent Financial Advisor since 2002. 

07730 070 097

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Emily Gordon

Mortgage & Protection Advisor

Emily has a background in all types of mortgages including, subprime, secured loans, residential, buy-to-let home and commercial finance.

01384 660 097

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Samantha Reilly

Mortgage and Protection Adviser

Sam has over 20 years mortgage and financial services experience and holds the Certificate in Mortgage Advice & Practice.

01384 660 097

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Linette Massey

Paraplanner

Linette has over 16 years financial services experience, holds the Financial Planning Certificate and is studying for the Regulated Diploma in Financial Planning having passed the Pensions and Retirement Planning R04 and Investment Principles and Risk R02 units.

01384 660 097

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