trusted panel members


Sara Walker is qualified financial planner, mortgage adviser and trained financial coach and has been a financial services professional for over 30 years. As a business owner and Mum to three teenage boys she uses her wealth of work and life experience to help others.

Sara’s view is that this life is not a dress rehearsal and needs to be experienced and lived to the full.

She will help you understand how you feel and behave around money and to feel calm and confident to plan for your future and the life you want for you and your loved ones.


Simon Rhodes – our mortgage specialist! With 23 years of providing mortgage advice to clients, Simon has an in depth knowledge of lenders’ process and criteria which allows him to offer expert advice in all types of Residential and Buy to let mortgages. Simon is also a whizz for complex mortgage situations (multiple properties and debt consolidating for example) to help you explore all possible avenues.