Our People

Ellen Roome

CEO and Financial Adviser

With over 20 years of experience in Financial Services, Ellen has an in-depth and thorough understanding of all areas of Financial Advice and 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 and, whilst she isn’t a solicitor, her knowledge of these legal processes has proved invaluable.

Ellen specializes in 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.

01242 279725 / 07971 005498

Tricia Cooke

PA to Ellen & Office Manager

Tricia is a very experienced Personal Assistant with nearly 30 years in Financial Services. Utilising this vast experience, she oversees all the administrative operations of the Company and especially the super important accounting functions, whilst expertly supporting Ellen Roome as her PA. Tricia has been Ellen’s right hand woman for some 17 years now.

01242 279722

Sharon Foote

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 Healy


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!

01242 397001

Faisal Mulla

Financial Adviser

Faisal has over 10 years experience in the banking industry. He strives on providing an excellent service and goes out of his way to find the best solution for his clients. Faisal ‘s family keep him extremely busy when he’s not working!

01242 279728 / 07496 666360

Lawrence Smith

Financial Adviser

Lawrence has experience as a whole of market mortgage broker and knows exactly which lenders to approach for different scenarios. He can help out with all aspects of the home buying process including personal insurances.

Lawrence is confident and approachable and thrives on delivering the best customer service possible for his clients.

01242 279729

Lauren Poole

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!

01242 226353

Noleen Jones


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.

01242 226724

Samuel Wood

Insurance Adviser

Sammy is our latest recruit; he has been in working in the financial services industry for more than six years. Sammy specialises in private medical insurance and has experience of the whole of market. He prides himself on offering the best possible customer service and looking after his clients ensuring they have the correct advice tailored to their needs.

Sammy is a huge sporting fan who is obsessed with football. His 2 year old son Kian keeps him on his toes!

01242 279722

Jane Kelly


Jane joined us after taking a career break to look after her young son. She has worked in financial services for over 15 years, in various roles including that of Mortgage Adviser. Having gained her experience at Lloyds Banking Group, the Halifax and C & G, Jane is keen to become an important part in an independent whole of market firm. She has joined us as an Admin Support assistant and we welcome the additional experience she will bring to her role.

Jane is passionate about delivering high levels of customer service and is keen to get stuck into work again. Outside of the office she is kept busy not only by her 7 year old son but her 3 lively dogs!

Luke Damagnez

Apprentice Administrator

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!




Georgina Scot-Simmonds


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!!!

01242 226353

Tools and Widgets

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Moving Spreadsheet

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Our Blog

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Our Awards

Circle2Success Proud Member South West Best Adviser Cheltenham Awards The Estas Women in business Women in business LP Award Glos Woman of the year award