We invite you to meet our team of mortgage advisers. Marcus has been in financial services for 17 years. He has experience in estate agency and bank environments as well as boutique IFA’s. Many of these clients are high net worth and have different requirements. Previously, he worked with multinational firms. He received 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. His 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, and playing football. More recently he put himself through an SAS-designed ‘Tough Mudder’ assault course. This 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. 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.”
Follow Marcus on LinkedIn for the latest in both company and industry updates here
Adrian has been working in the mortgage market since 1988. He 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. He 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!
Join Adrian on LinkedIn here
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. He now uses his past experience as a Senior Mortgage & Protection Consultant to advise his clients. He provides advice 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. He also maintains a keen interest in fitness & well-being. 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!
Stay up to date with the latest information, and join Peter on LinkedIn here
Carrie’s role is office manager. She ensures that applications go through as smoothly as possible. She also 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 family and her young son who is always on the go.
Nicola has been in financial services for over 18 years. She has worked within life offices, banking, independent mortgage brokerages and IFA environments. During this time, she spent 12 years in advisory roles. She also spent 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 just as much as camping trips in the rain!
Nicola was tempted away from working for the big corporate giants. She joined out team of Bristol mortgage advisers 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 as well as adding value to their customer service’.
Sam graduated from Cardiff University with a degree in economics and went straight into the finance industry. He started 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. He arrived 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. He is also a member of the Bath squash league. Additionally, Sam has completed a few sprint triathlons and 10k races.
Follow Sam for the latest updates and industry advice on LinkedIn here
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. She also arranged travel for events as well as 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. Additionally, she enjoys 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 as well as the Code of Ethics.
Philip joined our team of mortgage advisers at Mortgage Style Ltd in October 2017.
When Philip is not working you will find him on a football pitch or golf course.
Lorna has been working in the financial industry since 1996 starting at Axa. Here she worked in Pensions, Mortgages and General Insurance. Most recently she worked at LV for 7 years in Motor and Home Insurance. Lorna worked in the field of mortgage advisers 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 enjoys married life. She spends her spare time ferrying her two young daughters to their gymnastics, street dance, swimming and rugby activities. Additionally, Lorna 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. Her position here was as an Independent Mortgage Broker specialising in new build.
Heather joined our team of mortgage advisers in January 2018 as a Case & Client Manager.
In her Spare time she supports her husband and 2 children. Meanwhile, whenever possible she likes to watch rugby and attend music events.
In 2007 he decided on a complete career change and entered the world of financial services, first spending time as a face to face mortgage broker before moving on to a very successful period of time at London and Country as a telephone based advisor.
Tony joined Mortgage Style Ltd in March 2017, he is looking forward to being able to give a more personalised holistic service to the advice he can offer his clients within both the mortgage and protection areas ensuring the journey is as stress free as possible.
In his spare time Tony enjoys renovating properties and managing his small Buy to Let portfolio.
Away from the world of property and finance Tony enjoys visiting the beaches of the Gower Coast in his VW camper with his weimaraner dog, Charlie.
Emma spent 7 years working at a local school as a Learning Mentor, supporting children of various ages. Prior to that she had worked for RBS and Hill House Hammond in their Personal Injury departments.
Emma was looking for a complete change in career when she joined Mortgage Style in February 2018. Currently she is working as an administrative assistant but is keen to progress and obtain her CeMAP qualification.
Outside of work, Emma is married and has 2 teenage children whom she quite often ferries around to various sporting activities. Emma enjoys spin classes and running in her spare time.
Kelly has been working in financial services for 20 years in total, with the last 12 years being in mortgages and protection. Her mortgage experience started within the retail bank industry, until 10 years ago when she became an independent mortgage and protection advisor.
Previously, Kelly was based out of the Ministry of Defence in Bristol and Police Federations all over the South West. Because of this, Kelly has worked a lot with the armed forces and the police as well as other types of clients. She has a full CeMap qualification and in 2016 passed her R07 Advanced Mortgage Qualification.
Kelly is a Mortgage and Protection Advisor here at Mortgage Style and joined us in April 2018. She joined because she wanted to deal with more complicated scenarios which is what Mortgage Style excel in. In addition to this she wanted to be able to access more lenders and exclusive deals.
In her spare time, she loves to spend time with her 2 children, going to the gym, eating out and spending time with friends. Kelly has her own horse and enjoys going horse riding when she can.