About Us

Trevor is a company director as well as an adviser, he has over 25 years of experience in financial services and holds the FPC, CeMaP and PIC qualifications. Trevor is based at our offices in Taunton and regularly travels across Somerset, Devon and Dorset to meet customers. Contact Trevor on Trevor@hqmf.co.uk

James is 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 is fully CeMaP qualified and is happy to offer daytime, evening or weekend appointments.

Mark brings a great wealth of experience and knowledge to his role as an adviser, he's fully CeMaP qualified and provides a comprehensive and personable service to his clients. Based in Weston Super Mare, Mark is happy to travel around the South West to visit new clients.

Brian is an adviser based in Taunton covering the South West area. He has worked in the financial services industry for 12 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.

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.

Mark has been offering advice on mortgages for more than 6 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.

Dan is based in Swindon and also covers Wiltshire, Berkshire and Oxfordshire. Dan is passionate about helping clients secure the right funding for their dream home, he's experienced in working with a range of clients, from those purchasing their first property, up to those buying million pound properties. Dan's goal is to make his clients happy and to ensure he delivers a 5-star customer service experience'

Katherine provides a bespoke service offering mortgage and protection advice at our Head Office in Taunton. She brings to the team a wealth of experience within the Mortgage sector, with over 10 years of experience as a Client Relationship Manager and was promoted Head of that department.

Her passion to ensure that every client receives the highest level of care, compassion and service excellence when completing any mortgage-related transaction. Her main goal is to ensure that every client becomes a lifelong client.

Katherine enjoys spending time with her husband and two children, exploring the coast, camping, music festivals and global visits around the world with her family.

Rob is based in Weston Super-Mare and is fully CeMAP Qualified. He is always happy to visit clients at a time to suit them and provide home visits with a more personal service. He covers all areas of the market from first-time buyers to credit-impaired applications.

Trevor has over 23 years Financial Service industry experience, holds the Diploma in Financial Planning and the Certificate in Advanced Mortgage Advice. He also holds a qualification in Lifetime Mortgages / Equity Release. He is a member of the Personal Finance Society, the Society of Mortgage Professionals and the Chartered Insurance Institute.

Trevor dedicates significant time in getting to know individual client needs as they embark on what can be a significant life event. His motivation is his ability to help clients navigate a clear path within the complexities of the mortgage market. Whether it’s a new home, a move up the property ladder, a new rental house or releasing equity for home improvements or helping out children (or grand-children for that matter!), Trevor will work to find the right solution tailored to you.

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.

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.

An experienced mortgage and protection adviser in the South West, advising on all aspects of residential and buy to let lending including but not limited to re-mortgages, new build, shared ownership, right to buy.

James is in the best position to give advice on your mortgage needs and is able to put together a complete protection strategy to ensure your family and finances are protected in the event of ill health or death. James is currently undertaking his Equity Release qualification to be able to offer advice to an even wider range of clients on their mortgage needs.

Outside of working hours, James likes to spend time with his wife, his two young daughters and two Daschunds. James is an avid Formula One supporter and likes most things to do with History

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.

Grant is based in Devizes and is happy to travel around the South West to visit clients, also offering video and telephone meetings to offer a true customer choice interaction. He has been working in the financial services industry for over 9 years and prides himself on offering a professional and friendly service. Grant is fully CeMaP qualified and is happy to offer daytime, evening or weekend appointments.

Kirsty manages the Taunton Office and supports HQ’s Broker Team. Kirsty has 15 years experience in financial services, beginning her career with the Yorkshire Building Society. She has since worked for a number of mortgage firms and Skipton Building Society. Contact Kirsty on: Kirsty@hqmf.co.uk

Louis is the Assistant Director of Operations at HQ, he holds responsibility for marketing strategy and implementation and contributes to the overall management of the business as a member of the management team. Contact Louis on: Louis@hqmf.co.uk

Megan is part of our head office team in Taunton working on mortgage administration, she works closely with lenders and solicitors on behalf of our clients to make the process as smooth as possible and ensure an excellent level of customer service. Megan primarily works alongside our Weston-based adviser Rob Plaistow, and their efforts have been recognised by a growing collection of 5-star reviews on Trustpilot.