As an accredited team of industry experts, we have professionals stationed in a range of locations throughout Teeside & Yorkshire. We help clients of all ages and backgrounds, as we understand the difficulty that the complicated property market poses. Find your nearest advisor in the list below.
Lisa has worked in Financial Services for more than 20 years. She started her career in pensions at Sun Alliance aged 16. Facing redundancy at aged 18, she moved into mortgages at Yorkshire Bank, where she first trained as a mortgage adviser at the tender age of 19. People questioned whether she would be successful at it so young. Would she be taken seriously? Having bought her own home at 19, she knew the process and quickly showed that she had the maturity and problem-solving expertise to go on to be very successful. After taking a year out to travel South East Asia, Australia, and the South Pacific, Lisa joined Leeds Building Society and completed her CeMAP qualifications. She then realised that working for a single company had its drawbacks, as it limited her capacity in securing best deals for her clients. So, at just 25 years old. she set up her own mortgage brokerage, working alongside local independent estate agents and by word of mouth in the Yorkshire area. Lisa then took a break from advising, opting to teach the next generation of advisors whilst she got married and had her two children, Dylan and Megan. She returned to advising in 2015, where she met the rest of the team at a large estate agency network. Lisa has a wealth of knowledge in all areas of mortgages and the house-buying process, as she also advises on and arranges both personal and property protection products.
Hi my name is Jason Murgatroyd, my specialist area of work is Mortgage & Insurance Advice. I have been advising clients in Financial Services for over 25 Years. My first job in the industry was with The Cooperative Insurance Society which then led in to The Cooperative Bank, I left the bank as Area Manager after 15 years, then went on to work with various Banks, Building Societies and Estate Agencies. This experience has given me a great deal of knowledge and expertise in what I do. I am a proud Yorkshire man, and it’s in my nature to look at ways not to spend more than I must, which is where I can help you most. I will always strive to get you the best possible outcomes and to give the highest level of service possible.
Shamraze has overseen in managerial positions, the growth and success of businesses within both the retail and letting sectors. His success led him to operating a successful consultancy business, where he was in a position to share his expertise and knowledge with others. Shamraze has always had a keen interest in the world of finance, thus he set out to pursue a career in financial services in 2011. He swiftly attained his Diploma in Financial Planning, and has since attained the necessary qualifications for Mortgage & Protection Advice. Somewhat of a self confessed workaholic, but when he does find the time he likes to wind down with a book, a quick catch up with the latest television programmes or a game of snooker. If what you seek is a personalised, convenient and informative service then Shamraze will most definitely check all the boxes.
Ieva graduated with a degree in Economics but soon moved into financial services. She started her career at Santander Banking Group and has since worked with other large financial institutions, including a market leading estate agency as a Senior Mortgage Consultant. Ieva has a wealth of knowledge across all types of mortgages. In addition to her experience in providing mortgage and protection advice, Ieva has also ample knowledge in processing mortgage cases, which is beneficial as she can share her experience on the process that takes place post advice. Ieva is currently attaining further qualifications so she can cover the full scope of financial advice in addition to mortgages and protection. When Ieva isn’t busy seeking the best deals for her clients, she enjoys to travel and experience new cultures. Ieva has a great passion for cooking and enjoys cooking for friends and family, although she professes her culinary skills are not completely perfected. Ieva has a warm and flexible approach, and endeavours for a smooth and pleasant process for all her clients.
Siobhan started working in the finance industry shortly after leaving college. She quickly found an interest in finance and property and started her career working for Barclays Bank. While working at Barclays, she learnt a lot about the mortgage market and passed her qualifications to become a fully qualified mortgage advisor. From there, she worked for a market leading estate agency and was promoted to mortgage manager for her success and achievements. She has a vast knowledge of mortgages, protection, and the house buying market. Anyone dealing with Siobhan will like her open, easy to understand and caring approach. This helps you buy your dream home or investment property, while also helping you to save money through a remortgage.