MEET OUR TEAM
Expert Mortgage & Protection Advice
Meet Our Team: Learn more about our team
Learn more about our team backgrounds, areas of expertise, and how we can help you secure your next home or protect your family’s future.
Jenny Holt
Principal, mortgage and protection broker
“I was trained by a corporate & didn’t enjoy as it was so impersonal so jointed the broker world where I can build real relationships with my clients & enhance their homebuying process.”
Specialisation – I work closely with older first-time buyers & self-employed borrowers from Sole Trader, CIS works & Ltd Co Directors
Over a decade in the industry experience.
“Well behaved women rarely make history” – Eleanore Roosevelt
“I spent years working for high-street banks and large national brokers, but I eventually realized that the corporate ‘conveyor belt’ wasn’t for me. I’ve returned to the industry in a new capacity because I value the real, behind-the-scenes support that allows a team to truly put their clients first.”
Specialisation — My focus is on the engine room of the business. I specialise in all things technical, from navigating AI technology to ensuring our Teams-based collaboration is seamless, ensuring the team has the digital tools they need to succeed.
Over two decades of industry experience.
“Never say never because you might, and never say always because you might not” – Francis Rossi
James (Jamie) Paul
Executive Administrative Assistant / Office Manager / Resident Pond Dweller
Josh Preece
Mortgage Broker
“I started my career in the fast-paced Fintech sector, but I quickly realized that I preferred building genuine, long-term relationships over simply hitting corporate sales targets. I moved into the broker world to use my financial expertise to actually help people navigate their own unique homebuying journeys.”
Specialisation — I work closely with clients to simplify complex financial products. My background in Fintech means I am highly skilled at finding modern financial solutions and managing client relationships with a high level of detail and care.
Two years of Financial Services experience.
“Someone’s sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett
Ready to Start Your Journey?
The right mortgage can change your life, and the right advice makes all the difference. Let’s have an honest conversation about your goals and how we can turn your property dreams into a reality.
Serving Our Community & Beyond
While we are based in Lincolnshire, our reach extends across the UK. We are proud to be a local business with a national outlook, combining our knowledge of the regional property market with the digital tools necessary to help clients wherever they are.