Slide SETTING NEW STANDARDS IN THE FINANCIAL SERVICES MARKET THE MORTGAGE SQUARED TEAM A friendly, family run mortgage broker, able to guide you every step of the way towards your dream home.
Managing Director

SIMON

Simon started his career in the military and has been serving since 1998 between the regular British Army and continues to serve in the Army Reserve as a senior non-commissioned officer in the Rifles regiment.  He has over 12 years industry experience having worked as an offshore financial adviser, an independent mortgage broker and at one of the UK’s major banks; both as a Mortgage manager and a Banking Manager.  He started Mortgage Squared in 2017 and is working on developing the SQUARED brands and delivering our award winning service to more valued clients. Simon is a proud husband & father to two sons and owner of two stupid French bulldogs Pepper & Bear.

Full English or Continental? Vegas style all you can eat!

Red or White? Red wine and the occasional Port!

Summer or Winter? Either as long as its dry and sunny!

Holiday Abroad or ‘Staycation’? Fan of a staycation but want to travel more!

Fiction or Non-Fiction? Fiction – Anything with a sword in it!

Creative Director

ABBY

Abby is Mortgage Squared’s Creative Director, her role is to design and oversee the social media side of the business.

Abby brings a wealth of experience with her, having worked within the financial industry for 20 years.

Highly organised and massively customer focused, she is a huge asset to the business.

 

Full English or Continental? I can’t decide – story of my life

Red or White? White

Summer or Winter? Summer all day long but I do love the sound of rain when I am sat next to a fire place mmmmmmm

Holiday Abroad or ‘Staycation’? Staycation

Fiction or Non-Fiction? Fiction all the way

Operations Manager

CAROLYN

Carolyn has had a good stint in financial services – over 20 years and counting.  She has held roles from Administrator to Marketing Manager and now keeps everyone at Mortgage Squared in check in her role as Operations Manager.  Currently studying towards CII Cert MP (1 exam down, 2 to go), she is extremely client orientated and thrives on implementing processes and ensuring everyone is singing from the same song sheet to ensure a smooth client journey.  Out of work she is a whizz in the kitchen and enjoys being a football mum and taxi service for her son.

Full English or Continental?

Full English, bacon’s got to be crispy though

Red or White?

Red in Winter, White in Summer

Summer or Winter?

Both!

Holiday Abroad or ‘Staycation’?

Abroad – soak up the rays and drink cocktails

Fiction or Non-Fiction

Fiction – cheesy chicklit

Mortgage & Protection Adviser

CHRIS

Chris had served 6 years in the British Army in the Royal Engineers and is a qualified mortgage a protection adviser. He understands the importance of feeling secure in your own home. Having experience in a commission based role before, he appreciates the difficulties people have when applying for a mortgage who don’t have a standard form income (self employed/ bonus’s related) Fun fact – He collects coins and is a mean Chess player.

Full English or Continental? Full English, but I’m a vegan so a full English(ish)?

Red or White? Rosso !

Summer or Winter? Summer ! everything seems that bit better when there’s a bit of sunshine.

Holiday Abroad or ‘Staycation’? Abroad , although I feel I take what the UK has to offer for granted.

Fiction or Non-Fiction?  Non-Fiction nothing better than a true story

Mortgage & Protection Adviser

BARRY

Barry joined us after 9 years within the financial services. He has spent the past 4 years in the RAF where he was based in Belgium and the Falklands. He’s 31, married, has a beautiful little girl who is a year old and he loves cricket. Unfortunately he supports West Ham but it hasn’t been a deal breaker as of yet! lol.

Full English or Continental? Full English

Red or White? Beer!

Summer or Winter? Summer

Holiday Abroad or ‘Staycation’? Holiday Abroad

Fiction or Non-Fiction? Non fiction

Mortgage & Protection Adviser

AIDAN

Aidan is a fountain of knowledge having been in Financial Services for over 20 years in total with 10yrs being a mortgage adviser and the rest in Management.

He has dealt with all aspects of the mortgage industry from prime, sub-prime and BTL and enjoys being able to give his clients a helping hand to achieve their goals whether its buying their first property or adding to their BTL portfolio.

He has 2 wonderful daughters that keep him busy.  Outside of work his hobbies are Muay Thai, MMA, Surfing and Football.

Full English or Continental? Full English

Red or White? Neither

Summer or Winter? Summer

Holiday Abroad or ‘Staycation’? Holiday Abroad

Fiction or Non-Fiction? Fiction, although I do like an autobiography

Mortgage & Protection Adviser

KAREN

Karen has worked in Financial Services for 6 years, starting her journey as administrator and then gaining her CeMAP qualification. She enjoys getting to know her clients and helping them achieve their goals whether that’s purchasing their first home, reviewing their current mortgage arrangements or helping them buy their dream home.

She is wife to a military veteran who served 23 years in the Armed Forces and have been lucky to have been able to live in different parts of the UK.  Also a Mother to 3 boys, Karen enjoys doing martial arts, reading and going to the Theatre.

Full English or Continental? Continental breakfast love having so many different choices

Red or White? Red my favourite has to been a full bodied Merlot

Summer or Winter? Summer love the longer evenings and sitting in the garden with a glass of wine

Holiday Abroad or ‘Staycation’? Aboard love seeing different places and meeting new people

Fiction or Non-Fiction? Non Fiction I enjoy reading autobiography’s

Mortgage & Protection Adviser

DAN

Dan has come from both a musical and financial background having worked in banking, insurance and as a guitar teacher. Both being both an adviser and a teacher has allowed him to hone his skills on really helping people something his is hugely passionate about; that’s the reason he chose mortgage advising as a career – what bigger thing is there than to help people with owning their  home and protecting their life and family!

Other than playing in his band, Xander and the Keys (shameless plug) he enjoys life by the beach, taking his dog for walks with his girlfriend and sipping a beer or two in the sunshine!

Full English or Continental? Full English all the way

Red or White? Red, even though it makes my teeth black!

Summer or Winter? Summer because you can do so much more, and the air smells amazing.

Holiday Abroad or ‘Staycation’? Holiday abroad for some guaranteed sun!

Fiction or Non-Fiction? Used to be fiction but nowadays I prefer non-fiction as life itself is pretty fascinating

Mortgage & Protection Adviser

KERRY

Kerry is no stranger to Financial services having been in the industry for 25 years. Starting her professional career with a well-known Building Society, Kerry has gained all round experience from administrations to becoming branch manager. After gaining her CeMAP qualification Kerry has excelled as a Mortgage and Protection Adviser for many years. Her ability to build strong and lasting client relationships is second to none and because of this she has an extremely high percentage of return clients! An adviser with strong ethics and family values! Kerry is kept busy out of work by a family of football mad boys.

Full English or Continental? Full English

Red or White? White

Summer or Winter? Summer

Holiday Abroad or ‘Staycation’? All inclusive abroad!!!!

Fiction or Non-Fiction? Fiction

Mortgage & Protection Adviser

DEAN

Dean has spent two decades within Financial Services and managed to gain varied background, from Advising on financial products to supporting large institutional Blue Chip organisation with project based roles within protection, investments, pensions and mortgages. Dean is well placed to give support and advice to our clients.

Dean has a keen interest in landscaping and passion for winter sports.

Full English or Continental? Full English

Red or White? White

Summer or Winter? Summer

Holiday Abroad or ‘Staycation’? Aboard

Fiction or Non-Fiction? Fiction

Mortgage & Protection Adviser

HELEN

As a Mortgage and Protection Adviser, Helen on helping people get the homes they want. Saving clients money and time when they remortgage is so rewarding.

Before qualifying as a Mortgage Advisor, she juggled raising her son alongside her career in accounting and built up a successful self-employed business helping Company Directors with their Accounts and so understand the need to balance attention to detail with finding her clients the best mortgages in a timely manner.

Helen enjoys looking after her health and so it has become a passion of hers and looks forward to helping you and your loved ones to achieve the lifestyles you want whilst ensuring that you can be protected against the unexpected.

In Helen’s spare time, she loves spending time in nature and running obstacle races with her reluctant son! Growing up she was also a Surfer and probably explains why she now enjoy living close to the beach.

Full English or Continental? Smashed avocado on rye, hash brown on the side please!

Red or White? Bubbles Darling!

Summer or Winter? With warm, long evenings, it’s got to be summer.

Holiday Abroad or ‘Staycation’? You can find me exploring the sea life in an ocean bay in Greece.

Fiction or Non-Fiction? I love living someone’s fictitious life through a captivating novel.

Social Media and Marketing Executive

JON

Jon is a recent graduate of BA Media Production, and MA Sound Design for Film and Television from Bournemouth University. With a passion for telling stories and making them across video, radio, online content and through live events, the opportunity to work with Mortgage Squared on telling their story through their marketing and social media presence was an exciting one for him!

In his spare time, Jon works on various projects with local filmmakers and radio producers by day, and plays Dungeons and Dragons with friends by night! (Musical soundtracks usually playing in the background. Les Mis, anyone?)

Full English or Continental? Ahh I don’t know enough about geography to answer this… Let’s go continental!

Red or White? Rainbow!

Summer or Winter? Summer – love the summer months!

Holiday Abroad or ‘Staycation’? Holiday Abroad! Excited to travel more!

Fiction or Non-Fiction? Oh, fiction all the way! Found out Game of Thrones wasn’t a documentary halfway through season 3. Devastated, but gained a deeper appreciation for fiction!