Tom Collier – Advising Director
DipFA CeMAP FSRE
Tom is our resident life insurance expert, he’s always been very enthusiastic about what is, let’s face it, a rather dull subject. In 2019 Tom assisted one of the UK’s top insurers in developing and launching a new life insurance product into the broker market. He’s previously worked for one of the UK’s largest insurers and most recently helped set up an insurance advice team for the consumer champion Which?.
Tom is a qualified financial planner with 10 years’ experience in the financial services industry, the majority of his career to date has been spent helping his clients with their mortgages. Tom is fully fledged petrolhead, you can usually find him tinkering on an engine somewhere in his spare time.
Daniel Light – Advising Director
Dan has over 14 years experience in the mortgage and insurance industry and has worked in various roles and departments, giving him a huge amount of knowledge to help all types of customers in all types of scenarios. Dan previously worked for the largest consumer champion in the UK, he has a passion to improve the standard of advice given to customers across the industry.
His goal is to help all customers make choices and decisions that are most suitable for them. In his spare time Dan enjoys the simple things in life with his family and has a keen interest in music and movies.
Steven Morris – Advising Director
Steve loves a complex mortgage. Most recently he has used his technical geekery to work his way up through Which? Mortgage Advisers, progressing to Senior Adviser and then Onboarding Manager. There, he was responsible for hiring, training and managing new advisers.
He also ran the monthly new starter inductions and wrote and maintained the telephony advice standards of the company. Outside of work Steve can be found coaching and being run ragged by his local under 10’s rugby team, Bristol Harlequins RFC.
Dan Pike – Mortgage and Protection Adviser
Dan has over 10 years experience advising in the mortgage and insurance industry. He has built up a wealth of experience over the years helping hundreds of customers move home, remortgage and purchase investment property. A large amount of that time was spent at Which? Mortgage Advisers where he was a Principal adviser helping to improve the standard of advice given to consumers as well as assisting other staff members with training and development.
He has a passion for excellent customer service. His interests away from work are music, sport, reading and trying to keep in shape.
Ryan Harvey – Mortgage and Protection Adviser
Ryan has been working in financial services for over 12 years and has gained a wealth experience of working in different roles across the industry. He has worked with some of the largest financial institutions in the UK, starting his career as a personal banking manager for Nationwide Building Society and then progressing into a Financial adviser role within Lloyds Banking Group. After completing all the relevant financial qualifications Ryan continued his succession to one of the Principal Mortgage Advisers with the consumer champions Which? for the most recent 5 years.
During his time in Financial services Ryan has always strived to deliver the highest level of service and prides himself on giving all clients he deals with a professional and memorable experience. In his spare time you can usually find Ryan playing golf (badly) or in the gym. Other passions include football and motorsport, both purely as a spectator!
Susannah Truslove – Mortgage and Protection Adviser
She is passionate about helping her clients reach their goals, whether that might be buying their dream property, building a property portfolio, or improving their financial situation by re-mortgaging. In her spare time she enjoys cooking and singing – sometimes even at the same time!
James Belfield – Mortgage and Protection Adviser
Adv - CeMAP DipFS
James has worked in financial advice for over 20 years now. He has worked in many different financial sectors over the years, but has mainly specialised in mortgages and protection. James has also advised on pensions and investments in the past and is a qualified financial planner.
James enjoys delivering a mortgage solution that can make a real difference to someone; getting them that dream home, when they weren’t sure it was possible. Outside of work James loves to accumulate knowledge, and is always working towards some new qualification.
Eliana Biasutti – Mortgage and Protection Adviser
Ellie has been in the financial services sector since 2009 when she joined HSBC as a Premier Associate. After moving to the mortgages department, she found her passion: helping her customers achieve their dream of owning a home.
Ellie qualified as a mortgage adviser in 2018, and joined the consumer champion Which?, where she became an expert in complex mortgages. She thinks outside the box and is eager to deliver positive solutions to her clients. Outside of work, Ellie enjoys hiking and long bike rides in the countryside, and plays roller derby for Bristol Roller Derby.
Rudo Hewitt – Mortgage and Protection Adviser
Meet Rudo, with almost 10 years spent in financial service under his belt, he brings both knowledge and experience to the team.
Specialising in adverse credit, self employed income and Buy to Let’s, Rudo will be able to source the most cost-effective mortgage for yourself regardless of your current situation.
Michael Caines – Mortgage and Protection Adviser
Michael has been working in financial services for 10 years building up a wealth of experience from working in different customer focused roles across the industry. A large part of Michael’s carer was spent with the UK’s leading consumer brand Which? Where he qualified as a Mortgage Adviser in 2017.
He is passionate about helping his customers achieve their goals and ensuring that they receive a personal and memorable experience. In his spare time you will often find Michael seeking out new cycling routes around the south west, and spending time with family and friends. Other passions include football, music and motorsport.
Chantelle, whilst new to the UK financial services industry, compared to her work colleagues, has a wealth of management and client care experience. She has worked in client facing and support roles for over 20 years in a variety of industries from, manufacturing and construction right through to being the Paraplanner for Advantage Financial Solutions.
Chantelle has worked in various African countries including South Africa, Mozambique and the Democratic Republic of Congo, and brings with her the dedication, commitment and problem-solving skills needed to successfully manage client needs and expectations in challenging environments. Wherever she has lived and worked she has always embraced exciting and unique opportunities and loves a good challenge.
In the little spare time that Chantelle has when she is not taking care of our clients many and varied queries, she manages her household of 2 children and her husband. Chantelle loves being outdoors and when her 6 year old is not dictating her movements, to watch a good bout of boxing!
Paraplanner & Home Insurance Specialist
James is our resident General Insurance specialist, with experience in financial services since 2017. James began at Which? Mortgage & Insurance Advisers, where the Home & Landlord’s Insurance team was set up and developed.
Since which James has gained experience with commercial vehicle Insurance and training to become a life insurance and protection adviser. When James not in the office I’ll most likely be gigging with his band or mixing a mean cocktail or two.
Laurence Hoffman R05
Laurence is a protection expert and has specialised in financial protection advice for the last 8 years. Laurence has built up a wealth of knowledge and experience in both personal and business protection using this to help both his own individual clients as well as our mortgage and their clients. Laurence works hard on helping clients understand the different options available to protect themselves and their families, then works with them to make informed decisions on their insurance cover anytime in the future. He prides himself and being a direct point contact during the entire advise process, helping to arrange the require policies and importantly helping if any client need to make a claim on in the future at what can be a very distressing time.
Laurence is very passionate about sport and has an ever growing collection of vintage football shirts, particularly Italian club shirts from the 90’s.