The team

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  • Richard Ake

    Director of Mortgages and Insurance

    Fully CeMAP qualified, Richard’s background is in mortgage advice and life assurance, having many years’ experience in both. Richard looks after the mortgage and insurance operations and is very hands on, advising on all types of mortgage, remortgage and life assurance.

    Also CeRER qualified, Richard is able to advise on all types of equity release mortgage and can advise and arrange appropriate schemes.

    Richard also has vast experience in dealing with debt problems, advising on the best way out of a difficult situation and leading clients on their recovery to better financial health.

    A keen sportsman, Richard finds it difficult to actually play much sport these days, however he does watch a lot on TV!

    t. 01937 229 800
  • Sharon Kilby

    Administration Manager

    Sharon heads up the administration department, a crucial role in a company that prides itself on efficient systems and processes which enable it to deliver an outstanding customer experience.

    Sharon is in charge of all administration systems to make sure all data is up to date and managed in a fast, efficient and secure manner.

  • Caroline Nutbrown

    Financial Director

    Caroline is responsible for all aspects of the accounts, reconciliations and financial reporting. Caroline also has responsibility for strategic sourcing and implementation of all business systems.

  • Michael Potter

    New Business Director

    With 10 years’ experience in new business Mike is somewhat of a guru in this field. Mike works with estate agents, accountants and solicitors as well as property developers and landlords to cement long term business relationships.

    Side interests include cricket, rugby league and he also runs a Burmese art company.

    The company actively supports other local businesses and has recently had a sponsorship deal with Wetherby Golf Club.