About Us
“Our family business has helped generations feel financially secure”
Why?
In 2005, Jenny wanted to become an independent adviser, who could offer a more comprehensive service and a better personal fit for her customers. Since then the business has grown and the rest is history!
Our promise
We’re committed to putting your needs first. With honest advice, tailored solutions, and ongoing support, our promise is to guide you through every stage of your mortgage journey
Clear, Jargon-Free Communication
We’ll explain things in a way that makes sense to you—no confusing jargon, just straightforward advice.
Relevant,
Tailored Advice
You’ll receive guidance that’s specific to your needs, ensuring it’s always relevant and actionable.
Honest, Transparent Expectations
We’ll keep you informed at every step, setting realistic expectations and delivering on promises.
Meet the team
Jenny Ward
Partner
About Jenny
With nearly 40 years in financial services, Jenny blends deep expertise with a personal, friendly touch. Known for her lateral thinking and love of a good challenge, she’s as comfortable talking mortgages as she is watching her event horse compete. Ask her about her trip to cowboy country—or her legendary cooking.
David Lewis
Partner
About David
David brings over four decades of calm, methodical thinking to financial advice. A master at simplifying the complex, he’s meticulous without ever being stuffy. When he’s not supporting clients, you’ll find him walking George the cocker spaniel or championing the English countryside he cares so deeply about.
Angela Anstey
Personal Assistant
About Angela
Angela keeps everything running smoothly with warmth, humour, and flawless organisation. She’s your go-to for quick answers and a friendly voice. Outside the office, she’s wrangling her kids or perfecting her brownie recipe (which is award-worthy).
George
Director of Chaos
About George
When George is not napping under desks or stealing snacks, he’s busy boosting office morale and ensuring no meeting goes uninterrupted.
