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.
Oliver joined Mortgage & Money Management in 2016 as an apprentice, he quickly progressed to become a fully qualified broker and works out of our Puckeridge office. Oliver assists Tom with the running of the business and looks after Elliot Heath estate agents in Ware.
Edd joined Mortgage & Money Management in 2010 after gaining experience in different areas of the financial services industry. Edd is a fully qualified advisor who looks after Peter Cuffaro Estate agents in Stanstead Abbotts.
Panicos joined Mortgage & Money Management in September 2020 having previously worked for himself as a self employed broker. Panicos has always wanted a career in the financial services sector and has been fully qualified since 2017. Panicos operates out of our Puckeridge office but is local to Potters Bar covering the London area and surrounding counties.
Alison joined Mortgage & Money Management in July 2020 having previously worked in London as a broker. She is a fully qualified mortgage broker and has been involved in the mortgage industry for over 6 years. Alison also benefits from having worked directly for a mortgage lender at the start of her career. She is proud to be part of the team and looks forward to progressing within the company
Marc joined Mortgage & Money Management in September 2021. He previously worked as a negotiator at an estate agent and has vast industry experience due to his previous roles working for Independent financial advisors and insurance companies. Marc works as a case manager working out of our Puckeridge office.
Elyse joined Mortgage & Money Management in 2022. With past experience as an administrator she now works as a case manager within our Puckeridge office assisting brokers on a daily basis and ensuring cases progress from submission to completion as efficiently as possible.
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.
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.