Marcus has been in financial services for 17 years, with experience in estate agency and bank environments as well as boutique IFA’s where many clients are high net worth and have different requirements. Previously, he worked with multinational firms, receiving a number of awards for best performing adviser.
He has attained his full CeMAP qualification as well as his FPC’s (Financial Planning Certificate).
Marcus set up Mortgage Style Ltd in 2006 and the goal has always been to offer the best advice possible with great service and communication.
In what spare time he has, he enjoys the gym, playing football and he recently put himself through an SAS-designed ‘Tough Mudder’ assault course which included diving into ice filled water and being electrocuted!.
Marcus says “I’d love to be a good golfer and play when I’m retired, but I’m concerned that I’ll have a heart attack very quickly with the frustration at my lack of any consistency or ability!”
On Mortgage Style Marcus said “We love helping people and it is particularly satisfying to say yes to someone when they have been declined by banks and through other independent brokers, I honestly believe that if we can’t find a solution for the client then no-one can.”
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Adrian has been working in the mortgage market since 1988 and has a wealth of experience and contacts in the industry.
His roles have included a successful career with Lloyds Banking Group as a mortgage underwriter, branch manager and regional sales manager.
Adrian has been an independent mortgage adviser with Mortgage Style since 2011 and has already built up a very large bank of extremely satisfied clients.
In his spare time Adrian runs a taxi service for his 3 teenage children, he enjoys all sports and participates in mountain biking on weekends.
Adrian is totally committed to providing an excellent customer service experience and saving his clients money!
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Peter has been working in Financial Services since leaving university. He started his career working within Retail Banks and rapidly progressed through the ranks. He ended up spreading his time between managing prestigious city centre branches and supporting struggling branches during difficult times.
Peter has a wealth of experience dealing with financial institutions and now uses his past experience as a Senior Mortgage & Protection Consultant to advise his clients on the best whole-of-market options tailored to their individual circumstances.
Outside of work Peter shares his time between his wife and their teenage son while maintaining a keen interest in fitness & wellbeing. Squash, Martial Arts, and Orienteering are all on the agenda not to mention a total of 8 skydives clocked so far with more to come!
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Carrie’s role is office manager, she ensures that applications go through as smoothly as possible and makes sure that our clients are kept informed of the progress of their mortgage application.
Carrie has come from a corporate background, she is a fully qualified accountant and previously headed up the finance team at Orange – Pay As You Go.
Her spare time is usually taken up by her young son who is always on the go.
Nicola has been in financial services for over 18 years, working within life offices, banking, independent mortgage brokerages and IFA environments. During this time, 12 years were spent in advisory roles, and 6 years managing a team of mortgage advisers. Nicola has provided advice on pensions, investments, protection and mortgages over the years.
Nicola is fully CeMap, Financial Planning Certificate and Diploma in Financial Planning qualified. In her spare time Nicola enjoys running, and cycling, but most of her spare time is spent with her 2 young daughters and husband. They enjoy their holidays in the sun and camping trips in the rain!
Nicola was tempted away from working for the big corporate giants, and started working for Mortgage Style in June 2014 as their client/case manager. ‘I really liked Mortgage Style’s proposition, their attitude towards advice and customer service, I felt I could work well with the team and add value to their customer service’.
Sam graduated from Cardiff University with a degree in economics and went straight into the finance industry, starting out in corporate banking working at Stroud & Swindon and Deutshce Bank.
In 2012 Sam moved into independent mortgage & protection advice, after a very successful period at London & Country he joined Mortgage Style with a view to becoming even more diverse in the advice and products he can offer clients.
In his spare time Sam play’s football for his local team in both Saturday and Sunday league’s and is also a member of the Bath squash league. In addition to this Sam has completed a few sprint triathlons and 10k races.
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Ceri has a diverse skill set, starting out as a receptionist and in a year working up to Site Manager of an indoor karting centre. Moving on to Security Support Manager at the University of Bristol for 9 years. Ceri managed a team of 5 responsible for card entry systems, biometrics and (for her sins) car parking management. After taking some time out, Ceri returned to work for a small but successful company in Clevedon. This included managing relationships with freelance writers, maintaining accounts, arranging travel for events and the day to day running of the office.
Ceri joined Mortgage Style in July 2017 as Executive Assistant to the Managing Director.
In her spare time Ceri enjoys spending time with her husband, young son and step daughter, photography, and family holidays.
Philip is an experienced Protection Adviser and well respected amongst his team of fellow experts. After graduating from Swansea University with a degree in Business and Accounting, Philip began his career in financial services.
Working in Cardiff as a Protection Advisor Philip worked his way up to Head of Protection. A member of the Chartered Insurance Institute and constantly developing his knowledge of the insurance industry and the Code of Ethics.
Philip joined Mortgage Style Ltd in October 2017.
When Philip is not working he can be found on a football pitch or golf course.
Lorna has been working in the financial industry since 1996 starting at Axa, having worked in Pensions, Mortgages and General Insurance. Most recently working at LV for 7 years in Motor and Home Insurance. Lorna worked as mortgage adviser for 4 years at Moneyextra. FPC1 and CeMap qualified.
Lorna joined Mortgage Style Ltd in October 2017 as a Case & Client Manager.
Outside of work, Lorna is married and spends her spare time ferrying her two young daughters to their gymnastics, street dance, swimming and rugby activities. Lorna also enjoys spending weekends away and holidays.
Heather has over 20 years’ experience working in the financial services retail network. As a Senior Financial Consultant she gave advice on mortgages, investments, savings, pension and protection plans.
She holds a full Financial Planning Certificate qualifications and a Certificate in Mortgage Advice and Practice (CeMap).
Most recently Heather has had 2 years’ experience working as a Mortgage Case Manager for an Independent Mortgage Broker specialising in new build.
Heather joined Mortgage Style Ltd in January 2018 as a Case & Client Manager.
In her Spare time she supports her husband and 2 children and when possible likes to watch rugby and attend music events.