Meet The Team
Mortgage & Protection Adviser / Director
Peter began working in the finance industry over 35 years ago. Starting at the Prudential as a District Agent advising on pensions, investments, bonds and mortgages.
He then decided to branch out on his own creating The Financial Consultancy to offer more holistic advice across the full range of financial services after becoming an Independent Financial Adviser.
Mortgage & Protection Adviser / Operational Director
Hannah has been working with The Mortgage Consultancy since July 2018. Her background started in Media & Communications at Sussex University.
Since graduating, Hannah has worked with charities and local authorities to support vulnerable adults into permanent accommodation. She then joined the family company in 2018 and obtained her CeMAP shortly after.
Business Development Manager
Craig has been at The Mortgage Consultancy since May 2017. After completing a degree in Business & Marketing he began my career in retail management. He moved into mortgage advice in 2006 and over the last 13 years has held a range of roles from Sales Director of a London brokerage before progressing to senior positions in two property consultancy firms. As a landlord with his own portfolio, and having been involved in property and finance for many years.
Broker Support Manager
Harry joined The Mortgage Consultancy in July 2019 after completing his German degree and spending some time abroad working for Japan’s largest bank in Düsseldorf, as well as a large pharmaceutical company in Italy.
When he’s not supporting brokers or travelling around the world to places like South Africa or India, Harry likes to spend his time watching and playing football and cricket.
Joanne started working in financial services with Royal Bank of Scotland, working in Clearing as well as Branch and Corporate Payments. After taking a break to have her two wonderful children, Joanne started at The Mortgage Consultancy in 2015 as a Case Manager and keeps track of the progress all the mortgage applications we process.
Katrina started working at The Mortgage Consultancy over 8 years ago, after spending 25 years as a General Nurse. When she’s not managing the office, Katrina enjoys cooking, dog walking as well as spending time with the family and friends.
Kim has been at The Mortgage Consultancy since May 2018 after working for Woolwich Building Society/Barclays Bank for 29 years in various roles which included Commercial Lending, Delayed Completions, Insurance Department and Specialised Accounts. Since then she worked as a Finance Assistant in the Club Quarters Hotel as well as Townley Grammar School.
Mortgage & Protection Adviser
Roja has been working in the finance industry for the past 13 years. After completing a degree in computer science, she began her career in banking, working for Santander UK for 9 years. After spending 3 years doing various roles in retail banking and 6 years as a mortgage and protection adviser, Roja joined The Mortgage Consultancy 3 years ago.
In her spare time, she loves to ski, swim and spend time with the family.
Mortgage & Protection Adviser
With over 30 years experience, Monika joined The Mortgage Consultancy in 2015 after beginning her career as a Branch Manager for an Estate Agent. After being a Manager at a Building Society, Monika progressed to become a Financial Adviser after achieving her Financial Planning Certificate. She has also spent time as the Business and Compliance Development Manager of mortgage and protection advisers over London and Kent.