About Us

James is the Chief Executive Officer of HQMF. based in Weston Super Mare, he has been working in the financial services industry for over 16 years, his experience ranges from high street banks to estate agents and independent brokerages. James has built a succesful career as an adviser and now leads the vision of the business and drives the development of the advice team. Contact James on [email protected]

Louis is the Operations Director at HQMF, he holds responsibility for the Marketing, Finance, and Operations functions. Louis first joined as an apprentice in 2014 and has played a key role in the development of the business. Contact Louis on: [email protected]

Mark is our Compliance Director, he has a wealth of experience in mortgage advice, management, and compliance. Prior to taking up his position on the Board, Mark built a succesful career as a Mortgage and Protection Adviser and developed extensive knowledge on the technical and regulatory aspects of the mortgage market. Mark continues to provide advice to his personal clients in addition to his role on the Board of Directors. Contact Mark on [email protected]

Rob is the Advice and Sales Director for HQMF. Prior to taking up his role on the Board, Rob achieved great success as a Mortgage and Protection Adviser and continues to provide a whole-of-market advice service to his clients alongside his leadership role. Contact Rob on [email protected]

Brian is an adviser based in Taunton covering the South West area. He has worked in the financial services industry for 18 years, from high street banks to independent brokerages and places a high emphasis on service quality.

Brian is our new build specialist based in Taunton, he has worked in the new build market for a number of years and continues to help his clients with his extensive knowledge of exclusive products, criteria and help to buy schemes.

Based in Bristol, Phil uses his extensive knowledge of both the New Build and second hand housing market to help her clients buy their dream home.

With over 20 years’ experience in the Financial Services Industry, whether you are buying your first home, moving house as your family grows, investing in property for your future financial security or remortgaging to find a better deal to save you money, Phil’s knowledge and expertise can help.

He enjoys making the process as quick and easy as possible for any clients and is happy to assist with their enquiries through to completion. He also has a great understanding of schemes like Help to Buy and can ensure that clients fully understand this concept before also arranging this on their behalf.

Based in Taunton, Somerset, Jack has a vast experience in the Financial Services industry. Jack provides expert advice on mortgages and insurance and is available for his clients on evenings and weekends where required.

Kelly Jones is the protection specialist of our team. Kelly operates her own brand, Financial Protection Group, and is committed to helping individuals and families protect themselves against life's adverse surprises.

Kelly is based in the Manchester area and offers her expert advice service to customers across a range of needs and circumstances.

Contact Kelly by email on [email protected]

Julian is based in Bath, he holds a full CeMaP qualification and has great experience in financial advice. Like our other advisers, he is happy to travel around the South West to visit clients and offers a very professional and friendly service.

Kallum is based in Weston Super-Mare and is fully CeMAP Qualified. He is always happy to visit clients at a time to suit them, providing a personal service with home visits or via Zoom, whichever is preferred by his clients.

Megan is based at our head office in Taunton, providing independent advice on mortgages and insurance for customers across the South West, she holds a full CeMAP qualification and offers a professional and supportive service.

Lynette joined HQ in 2024 and has many years of experience in financial services. Based in Weston-Super-Mare, Lynette helps clients in her local area and beyond with a range of mortgage and protection products.

Contact Lynette by email on [email protected]

Mark has been offering advice on mortgages for more than 13 years and consistently delivers a great service to his customers. Mark holds the CeMaP qualification and is based in the Taunton area; Mark has helped clients in Bristol, Exeter, Yeovil, Bridgwater, Torquay and more.

Jamie joined HQ in 2024 as part of our employed advice team having previously worked at a large national broker. Jamie is based in Bristol and offers advice and support to a range of customers from first-time-buyers to property investors.

Contact Jamie by email on [email protected]

Vikki is based in Chipping Sodbury in South Gloucestershire & at McAllisters estate agency in Frome. Vikki joined our team in 2010 having worked for two other brokers previously, she brings a wealth of experience in to her role as an adviser and also holds the CeMaP qualification.

Ben joined HQ in 2024 coming from a large national firm. Ben is based in Weston-Super-Mare and has a wealth of experience in assisting all types of customers with their mortgage and protection needs.

Contact Ben by email on [email protected]

Lauren joined HQ in 2025, bringing a wealth of experience in financial services as both a Mortgage and Insurance Advisor and a Senior Manager. Lauren is based in Weston-Super-Mare, and works with all kinds of customers from First-Time-Buyers to Buy to Let landlords, as well as providing specialist advice on Equity Release and later life lending products.

Contact Lauren by email on [email protected]

David works out of our head office in Taunton as a Business Support Assistant. David handles all things finance for HQ, including broker commission payments, invoicing, and internal accounts prep, as well as managing a number of ongoing processes to support the company's performance and MI reporting.

Kirsty is our Business Support Coordinator. Based out of our head office in Taunton, Kirsty manages a number of critical processes and works closely with the Board to keep the business running smoothly. Kirsty has a wealth of experience in Financial Services and has played a key role in the success of HQ since joining in 2013. Contact Kirsty on: [email protected]