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 joined 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
James (Jamie) Paul
Executive Administrative Assistant
“I spent years working for high-street banks and large national brokers, but I eventually realised 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 client journey & from application to completion while supporting the mortgage brokers through the process
Over two decades of industry experience.
“Never say never because you might, and never say always because you might not” – Francis Rossi
Josh Preece
Mortgage & Protection Broker
“I started my career in the fast-paced Fintech sector, but I quickly realised 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 help people navigate their own unique homebuying journeys.”
Specialisation — I work closely with clients to simplify complex financial products and supporting them through the process
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.