Meet the Team

Our Mortgage & Protection Adviser Patrick is backed up by his office manager Laura, and two paraplanners Adam & Chris. The team do an outstanding job of ensuring we are able to manage the volume, whilst maintaining the excellent reputation we hold, ensuring there is always someone available to speak to, when Patrick is in a meeting or otherwise engaged.

We are also lucky enough to have the support of our advisers and friends based in Chorley. Faz & Ian head up the team, with the support of Sheila providing unrivalled advice, but more importantly experience, dedication and service. The Chorley team have Natalie as their paraplanner to help with maintaining service levels. Last but not least, Kath who is the office manager in the Chorley Branch ensures that the overall running of both the Chorley & Appleby office is as efficient as you would expect from a top class reputable broker like ourselves.

If you still need further clarification of just how well you will be looked after, give us a call or drop us an email or even better check out our Facebook page and let our customers explain.