Owner / Mortgage & Protection Adviser
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.
Client Relationship Manager
Michaela joined us in 2021, bringing a wealth of experience in client support and case management within financial services. Michaela is central to the delivery of our award-winning service; ensuring that our clients receive the support and updates they need, that applications are dealt with accurately and efficiently and that lenders/estate agents/solicitors are regularly chased.
Mortgage & Protection Administrator / Trainee Financial Adviser
We have exciting opportunities available for dynamic and client-focused individuals to join us in trainee/apprenticeship roles at Whittlesea Mortgages in Bridgwater, Somerset. We offer a great career within our Mortgage & Protection advice business; as an Administrator, Paraplanner or Adviser. Ensuring that our clients receive the best service requires slick administration and first-class attention to detail, problem-solving skills and the ability to manage multiple tasks. All of our roles incorporate elements of product research, client management, customer service, sales and compliance checking. We welcome applications to join us in 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.