Meet the Team

Or need to find the details for your contact you can find more about us below. We are a pretty friendly bunch, so why not drop us a line as we would love to hear from you.

He prides himself on the high service levels he provides his clients with and loves to see people returning for future mortgages or referring him to their friends, colleagues and family members. For him, it shows we are truly doing a good job.

As Managing Director, Adam is responsible for the all operational aspects of running a mortgage brokerage as well as advising on and processing applications. He also works with other local businesses to establish positive and reciprocal working relationships.

With an Italian mother, Adam is currently improving his spoken Italian and would one day love to own a property in Northern Italy.

Dan has worked in the mortgage and financial services industries for 8 years having previously worked as a mortgage adviser at a local estate agents.

Dan believes that his best asset is his keen eye as he is experienced at finding criteria or products that meet the client’s needs to the letter. He believes that, at Your Mortgage Expert, he will be able to search thousands of mortgage products to help more clients purchase the property they want.

Dan tends to be passionate about what he loves- whether lifting weight at the gym or playing hockey. His favourite travel destination is Greece where he loves the laid back attitude (not to mention the food!).

Joining us from working within various banks and building societies, Nicola has nearly 18 years of experience in financial services, more recently specialising in the mortgage and protection markets. She is looking forward to working at Your Mortgage Expert because they have access to over 12,000 mortgages from more than 90 lenders, some of which are exclusive.

Nicola enjoys getting to know her clients and helping them with their mortgage. Whether it is to buy their first home, move to a new house or reviewing their current arrangement to find a more suitable deal. She prides herself on being trustworthy and passionate about providing the best possible service and putting herself in her clients’ shoes.

A big fan of rugby, Nicola is an avid follower of Bath and England rugby and regularly attends games. She has two dogs and loves spending time with her husband walking on the coast.

He finds it refreshing to work for a company that prides itself on delivering good advice and great customer service. He believes that the fact that so many customers go on to refer their friends and family to Your Mortgage Expert speaks volumes about the company’s core values. Dan particularly enjoys helping clients that have struggled to find mortgages in the past achieve their dreams of owning a home or saving money.

Dan has great attention to detail. He likes to spend time researching a client’s options thoroughly before making a recommendation, to make sure they are getting the best possible deal based on their circumstances.

In his spare time, his favourite travel destination would undoubtedly be France. He is a lover of seafood and the occasional glass of red wine and he very much enjoys travelling around the French coast and soaking up some sun. Dan grew up around Poole harbour and when he’s not talking mortgages, you can often find him in a wetsuit exploring the Dorset coastline.

She liaises between all the necessary parties right through to completion including solicitors, estate agents and lenders. 

Vicky likes helping people to own their own home and trying to make the experience as stress-free as possible. 

She enjoys working for Your Mortgage Expert because she believes the company truly does help the customer and she likes helping to make the customer experience a top priority. She also likes the friendly atmosphere. 

Outside of work, Vicky enjoys reading, going to the theatre and spending time with her children.

She is an optimistic person who loves being part of the team. She likes the mortgage industry because she enjoys helping people make their dream a reality. Sue admires the ethics of the company. She believes that both clients and staff are treated fairly and compassionately, with their best interests at the core of everything.

In her spare time (and sometimes in the office) Sue loves dancing. The opportunity to combine creativity with keeping active and being social ticks all her boxes. Her children love to dance too so her family often make up routines together.

Her role at the firm is to ensure that we continue to attract new clients, that the office is a welcoming place for clients to visit and to ensure we have positive financial relationships with clients and suppliers. 

She loves working at Your Mortgage Expert as running her own company means we can do things the right way; with honesty and integrity. She also thinks it’s great to have a closer and more personal relationship with our customers because we are such a small firm. 

Abby likes all aspects of wine and travel. And is never happier than with a glass in hand, overlooking the ocean.