CEO & Financial Adviser
With over 22 years of experience in Financial Services, Ellen has an in-depth and thorough understanding of all areas of Financial Advice. She genuinely cares about finding clients the best products at the most competitive prices. She has had experience in Estate Agency-based mortgage advice, tied advice with Nat West and independent whole of market advice with John Charcol in London. She also holds an ILEX legal qualification in Housing, Finance and Family. Whilst Ellen isn’t a solicitor, her knowledge of these legal processes has proved invaluable.
Ellen specialises in Actors, Buy To Let Portfolios, Business Protection and Equity Release and thrives on complex financial challenges. Tenacity should be her middle name!
If there is ever a problem during any transaction which isn’t handled satisfactory by any of our staff then please don’t hesitate to give Ellen a call directly on 07971 005498.
We also have a sister company too. If you are interested in flying and wish to think about booking a private jet or helicopter flight do check out www.theflyingroome.co.uk
01242 279725 / 07971 005498
PA to Ellen & Operations Manager
Tricia is a very experienced Personal Assistant with nearly 30 years in Financial Services. Utilising this vast experience, she oversees the operations of the Company and especially the super important accounting functions. She also expertly supports Ellen Roome as her PA. Tricia has been Ellen’s right hand woman for some 18 years now and is an invaluable member of the team. Tricia loves travel and spends as many weekends as she can exploring other cultures.
Business Development & Office Manager
Sharon has worked in the property world for in excess of 25 years now, initially as an Estate Agent in and around the Cotswolds and latterly in the world of property conveyancing. This wealth of experience ideally places her to build and strengthen business relationships with our Introducers. In her spare time Sharon admits to being a bit of a running addict and also enjoys yoga. She travels as often as she can usually within Europe. Sharon is also lucky enough to have a gorgeous little granddaughter who keeps her entertained when she isn’t in the office!
01242 279721 / 07494 300996
Insurance Adviser & Paraplanner
Noleen has many years of experience in the banking industry having previously worked for TSB and Santander. She has experience of dealing with personal banking and personal mortgages. She is very customer focused and always strives to provide the best customer service possible. Noleen lives locally in Cheltenham. When she’s not at work you may well find her painting and she has two beautiful black cats!
Alan has worked in financial services for 17 years as a Mortgage and Protection Adviser. He takes pride in excellent customer service and has recently relocated to the South West from Lancashire.
Alan loves the theatre, particularly Shakespeare, cycling, tennis and playing his vintage electric guitars! He likes to take his dog, Olive, for long family walks too.
We recently welcomed Nic to The Finance Roome. Nic has worked in financial services for over 7 years now. She started out in banking, at Lloyds and then took herself off travelling for 18 months, getting round New Zealand and most of Australia!
On her return to the UK Nic gained experience in whole of market advice; also gaining experience at Buildstore specialising in self-build mortgages and re-mortgages before joining our team. She obviously loves travel but it also into cars and fitness – a winning combination!
Georgina has joined us as the administrator who looks after clients up to the point of mortgage offer. A confident lady who is focused on getting your mortgage started as quickly as possible. She is passionate about working here to the point that she even has corporate coloured hair!
Georgina is kept really busy when she isn’t working with her three children and two dogs – she loves to socialise and can often be found organising staff nights out.
After a very successful year working here as our Apprentice, Luke has opted to take up permanent employment with us. He has joined our team as an Administrator and we are super glad to have him on board. Luke has a keen interest in the financial service industry, hence opting to join us and he is looking to progress far.
When Luke isn’t practising his team making skills in the office and continuing to learn as much as he can about our industry, he is a keen footballer and has a strong interest in sports generally. He also likes to socialise well at weekends!
Emily is our newest team member who has joined us as an Administrator. Having worked for property developers and an estate agent for the last three years, Emily decided to enter the world of mortgages as she needed more of a challenge, which we certainly hope we can offer!
When not working, Emily can be found riding her horse and walking her dog. Her fiancé plays in a band too so she likes to go along to his local gigs and support him. If she has any spare time she enjoys attending theme parks.