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

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.

When not actually at work Tricia is a keen dog lover and spends lots of her free time walking her beautiful dogs, Tui the Black Lab and a Fox Red Lab called Red.

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 yoga fanatic and travels as much as she is able – and is lucky enough to have a beautiful baby grand daughter to play with!

01242 279723 / 07494 300996

Joining us soon – Laura

Adviser

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

Luc Berger

Financial Adviser

Luc has recently joined our busy team bringing along another four years experience – in mortgage administration as well as insurance and advice. Luc thrives on putting the client first and goes the extra mile to meet client needs – ensuring their journey is as easy as it can possibly be.

His hobby is photography – we are trying to persuade him to re-take our web photos when he gets five minutes!

Rob Coll

Insurance Adviser

01242 226353

Lauren Poole

General Insurance Adviser & Administrator

Lauren has 5 years of finance and banking experience. She enjoys customer contact and always aims to make sure that customer has the best experience possible.

Lauren is not only one of our Administrators but she is very experienced as a General Insurance Adviser.

She lives in Cheltenham with her husband Ryan and in her spare time you will either find her with her head in a book or singing her heart out to anyone who will listen!

01242 226353

Noleen Jones

Administrator

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.

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!

 

 

 

Starting soon – Georgina

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Our Awards

The Estas Women in business Women in business LP Award Glos Woman of the year award