CEO and 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, 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 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; 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 runner and also a yoga bunny and she travels as much as she is able. She is also lucky enough to have a gorgeous little granddaughter who keeps her entertained when she isn’t in the office!
01242 279723 / 07494 300996
Laura has worked in financial services for approx 19 years giving mortgage advice since 2001 at C&G and then RBS. She has also advised on mortgages and protection for corporate estate agents locally – a breadth of experience! Laura prides herself on customer service so is an excellent fit for us.
She loves going to the Races, holidays away and her 7 year old daughter takes up lots of her spare time!
We recently welcomed Nic to The Finance Roome. She has worked in financial services for over 7 years, starting out at Lloyds in Banking. She then took herself off travelling for 18 months, getting around New Zealand and much of Australia!
On her return Nic gained experience in whole of market advice and also worked for Buildstore specialising in self-build mortgages and re-mortgaging before deciding to join our team. She obviously loves travel but is also into cars and fitness – a good combination!
Rick worked in the finance industry for a few years before joining us here at The Finance Roome. Latterly on a self-employed basis so he is used to going the extra mile for clients. He is based in Gloucester, so can meet clients face to face if needed, which can be an important requirement for some.
Rick is engaged to better half Corrie and has a small furry handful named Waffles (Bichon Fise/Jack Russell), so he spends lots of spare time walking the Cotswolds. He is also creative and likes to write and try his hand at artwork. Apparently he enjoys a good bourbon in front of a real fire when he gets the chance.
General Insurance Adviser & Administrator
Lauren has many years of finance and banking experience, and has worked in first hand client contact for her entire working career. She prides herself on her customer service and always aims to make sure the clients are in good hands throughout their time with us. Lauren is not only one of our Administrators but she is very experienced as a General Insurance Adviser.
She lives in Gloucester with her husband Ryan and they are soon to be a family of 3 with a little one due in October! When not working, Lauren can either be found with her head in a book, watching a Disney film or singing her heart out to anyone who will listen!
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.
Georgina is our newest member of staff. A confident lady who is focused on getting your mortgage started as quickly as possible, Even corporate coloured hair!!!
Luke recently joined us as an apprentice after finishing his studies at Chosen Hill School. He has a keen interest in the financial service industry having done work experience shadowing a financial adviser.
During his time with us, Luke hopes to learn key skills which will enable him to pursue a career in the industry. When he isn’t studying or practising his tea making skills here (alongside learning about what we do of course) Luke is a keen footballer and has a strong interest in sports generally. He fits in well with the advisers here!