MORTGAGE PENSIONS AND INVESTMENTS - Key Persons


BRIAN MCCASKIE - Founder

Job Titles:
  • Founder
  • Independent Financial Consultant / Partner
Brian is also a founder partner of our firm and has worked with Garry for many years. Brian specialises in providing independent mortgage advice and advice regarding protecting you and your family's finances from unexpected events such as sickness, unemployment, critical illness and death. Brian has considerable experience in Financial Services having worked in the industry for over 15 years. Brian has helped many people find the right mortgage deal for them and is usually able to help whatever the circumstances. You will find him easy to talk to, always willing to help and afford you the best possible personal service. Brian is willing to see you either in our office or in your home and is available from 9am until 9pm, so why not give him a call. Qualifications Full Financial Planning Certificate and the specialist mortgage exam CEMAP.

GARRY JAMES WALLER


Garry Waller

Job Titles:
  • Independent Financial Consultant / Partner
Garry is one of the founder partners of our firm. He specialises in investments, wealth and portfolio management, retirement and tax planning. Basically it is his job to get your money working harder for you whether you are saving for retirement, at the point of retirement, already retired or just want better returns on your money. He is highly proficient at constructing a financial plan tailored specifically to your requirements and at the same time help you to pay less Income Tax, Capital Gains and Inheritance Tax. Garry also provides advice to Trustees and businesses with regards to investment and retirement planning and in the case of businesses, establish company and group pension schemes as well as advice for company directors and partners. Garry has worked in the Financial Services industry for more than 14 years, over 10 of those as an independent financial consultant. Qualifications The full Financial Planning Certificates

Paula Manship

Job Titles:
  • General Insurance Specialist
Paula is a highly experienced General Insurance specialist. She worked for many years with Hill House Hammond and has now worked with the rest of the team for several years. Paula is able to produce competitive quotations for house insurance, sickness, accident and unemployment cover and with travel insurance. She will help you through the whole process to ensure you have the cover you need at an affordable price. She liases closely with our Mortgage consultants to ensure the right policies are on cover at the right time. You will find Paula very helpful, knowledgeable and always willing to assist. So, whether you are arranging a mortgage, have bought your first house, moving house or merely want to reduce your monthly outgoings, why not give Paula a call or send her an email with your requirements. She will be pleased to help.

Sarah Medlin

Job Titles:
  • Office Manager
  • Office Manager / Senior Management
We believe that a business is only as good as the people who work in it. For that reason we have ensured that all our administrative staff are of the very highest calibre. Sarah is extremely important in that she has vast experience of dealing with financial matters and in particular the administration that goes with it. Her role is to ensure that the office systems are maintained in such a way that all clients are always afforded the best possible service. Sarah has worked with Garry and Brian for several years and her knowledge and experience is highly valued. Prior to this she worked for Britannic Assurance for many years as an administrative manager. You will always find her friendly, helpful ,knowledgeable and pleased to assist.