The People that make Mortgage & Money Management Ltd
All Mortgage & Money Management brokers are fully qualified, authorised and regulated. We monitor works to ensure the best possible level of advice and service is provided and our clients are treated fairly throughout your dealings with us.
Simon has worked in the financial services industry since 1985 and set up Mortgage & Money Management in 1996. Apart from being the Company Director he is also one of our advisors. He is based within our Head Office in Puckeridge.
Tom joined Mortgage & Money Management in 2009 after previous experience at mortgage lenders, mortgage packagers and a conveyancing firm. Fully qualified adviser based in the Puckeridge office and lives in Sandy, Bedfordshire and can cover the A1 and the A10 corridor. Specialising in mortgages including residential, help to buy, shared ownership and buy to let. Tom will also review all of your mortgage & lifestyle protection needs.
Edd joined Mortgage & Money Management in 2010 after gaining experience in different areas of the financial services industry. Qualified adviser, covering the 3 branches of Oliver Minton Estate Agents; in Puckeridge, Stanstead Abbotts & Roydon
Katie joined Mortgage & Money Management in 2015 and assists with the running of the administration team, whilst also ensuring clients mortgage and protection applications progress as smoothly as possible, liaising with clients, lenders, solicitors, underwriters and estate agents as required. Katie has successfully completed her CEMAP 2 qualification with the long term goal of becoming a fully qualified mortgage adviser. Katie is a huge asset to the Mortgage & Money Management team.
Oliver joined Mortgage & Money Management in 2016 as an apprentice, has since become a full time employee and gained full CEMAP qualification. He is currently a case manager, working as part of our admin team to assist clients mortgage and protection applications and ensure everything progresses as efficiently as possible. He is also working towards becoming a full time mortgage adviser.
South Ockendon Office
Dave joined Mortgage & Money Management in 2004 and has over 15 years experience in the mortgage and protection industry. Dave is committed to providing clients with the best advice for their circumstances throughout Essex and nationwide. Dave has also been working in conjunction with Patterson Hawthorn Estate agents since 2004 dealing with their client’s property purchases. A keen golfer and if he isn’t in the office, you will find him on the golf course. Dave has a proven track record of placing mortgages and protection for many years and you can be assured he will look after your needs in these areas for years to come.
Stephen joined Mortgage & Money Management in 2017 as an advisor having previously worked in compliance as an assistant manager at a Mortgage & Protection Network. Stephen works alongside Patterson Hawthorn Estate Agents helping clients with their property purchases. Stephen also covers the Essex area for all mortgage and protection requirements; including a keen interest in business protection.
Amanda joined Mortgage & Money’s Essex office in 2018 as an office manager. CeMAP qualified and having prior knowledge of the industry within an administrative and estate agent capacity gives Amanda an intricate knowledge of the sales process. Amanda has a keen eye for detail which helps progress applications from start to finish in an efficient manner.
Jack has been an administrator with Mortgage & Money Management since 2016. Jack started off as an administrative apprentice and quickly rose the ranks and a gained a well-deserved promotion to a full-time administrator. Jack manages all mortgage applications and always keeps clients updated with the progression of cases. Jack is currently building his knowledge of the financial services industry and is on the career path towards becoming an advisor.
Leona joined Mortgage & Money Management in late 2018 having previously worked for an estate agent as a sales negotiator for several years. As a result, Leona has a great understanding of the buying and selling process which enables her to give sound advice with the clients she speaks too. Leona is keen to look after our clients and is focusing on the protection applications for the Essex office.