About Us

"The world is changing very fast. Big will not beat small anymore, it will be the fast beating the slow" - Rupert Murdoch

We recognise the financial services industry has been through some tough times as of late and people are now more than ever seeking good honest advice.

With many years of experience within the financial services sector we pride ourselves on our professional, honest, solution based approach to your circumstances.

We don’t believe in the ‘average customer’, we believe that everyone is different. Therefore we will look to build a solution that fits you.

We are upfront and transparent regarding fees with no charges for initial consultation.

As well as the mainstream mortgage providers we have access and links to a number of private sources of finances that you won’t find on the high street. Plus we will be working alongside you every step of the way throughout your transaction to make sure the process runs as smoothly and quickly as possible.

Meet the team

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Dave Townsend

David has 14 years experience working in the financial services sector, most recently as Associate at Savills Private Finance where he spent 5 years as a residential mortgage broker. During his time at Savills he was predominantly arranging residential and buy to let mortgages and protection for high net worth clients. He has also been heavily involved with commercial funding and a wide variety of often complicated and unusual finance generation requirements.  Prior to Savills, David was a Private Banking Manager at Natwest where he managed a portfolio of the banks high net worth clients. David has also worked for AXA and the Bank of Ireland Group dealing with mortgages, protection, pensions and investments along the way. 

Qualifications include: FPC 1,2 & 3 and CeMAP

Stephen Wrigley

Stephen has 9 years experience working within the financial services sector, most recently as a Business Development manager for a subdivision of the Nationwide. Prior to Nationwide, Stephen was a residential mortgage broker with Chase De Vere. During his time at Chase he was predominantly arranging and advising on various mortgage and protection solutions for clients. Stephen has also worked for Bradford & Bingley and Norwich Union dealing with mortgages, pensions and investments.

Qualifications include: FPC 1,2 & 3, CeMAP, ER1 (Equity Release) and CF2 (Investment & Risk)

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Dale Parry

Dale began his career with MLP where he gained experience in financial planning and providing financial advice to high income professionals. Dale then moved on to work for Savills Private Finance where he provided both residential and commercial property finance to high net worth individuals. Most recently he has returned from working in Dubai where he was involved in building and developing a new international mortgage department for Holborn Assets Ltd, a large Middle East financial advisory company.

Qualifications include: BSc Hons, CeFA 1,2 & 3 and CeMAP