Proud to be included in the VouchedFor Guide to the UKs Top Rated Financial Advisers Sam is our Mortgage & Protection Adviser, focused on providing the very best financial advice to our clients. Within an advice and guidance career spanning more than twenty years Sam moved into personal financial advice in 2011 with a leading firm of Independent Financial Advisers. In January 2018 Sam launched Whittlesea Mortgages and continues to provide a personal service, ensuring clients get the best outcomes for their individual needs. Through expertise, thorough research and access to the widest range of lenders he makes home ownership dreams come true and saves his clients’ money. Of equal importance is the financial protection planning service he provides; focused on protecting clients against future hardship and unforeseen events through expert use of insurances such as Income Protection, Critical Illness Cover and Life Insurance.
Case Manager / Mortgage & Protection Administrator
We have a new opportunity for a dynamic and client-focused individual to join us as a Client Manager / Mortgage & Protection Administrator. Ensuring that our administrative processes are slick and maintaining an excellent client experience requires first class problem-solving skills and the ability to manage multiple tasks. With a remit that incorporates elements of a Personal Assistant, Estate Agent, Finance Assistant and Compliance Officer the ideal person will play a key role in Sam helping more people to achieve and protect their home ownership dreams.
Poppy is our office dog! Joining the business in 2019 she is full of enthusiasm and loves attention, playing happily with any visitor who shows an interest (especially young children!) and bringing a bit of giddy magic to our office. Currently Poppy does not provide financial advice.