As one of the founders of Heron, which we set up in July 2011, I am passionate about helping people build rewarding careers in financial services. I believe that our services should be accessible to all, and I am committed to leveraging technology alongside exceptional customer service to achieve this goal. My dedication extends to building a business that is always at the forefront of the industry. I ensure that we continually adapt to the evolving needs of our customers, striving for innovation and excellence in everything we do. Outside of work, I enjoy spending quality time with my wife and two children.

I started in the financial industry in 2012, and moved to Heron As Sales Director in 2016. I bring my expertise and dedication to client welfare to set a high standard in the mortgage and protection sector. With a focus on building lasting relationships, I strive to ensure our clients receive comprehensive and reliable financial solutions. Outside of work, I am a devoted/long suffering supporter of Newcastle United and try to enjoy an active lifestyle, being given the runaround by my two sons.

What a journey!  Since joining Heron in September 2013 I have had the pleasure of being involved in numerous of initiatives as Heron has evolved over this time frame.  I have the privilege of wearing many different colour, size, shape of hat.  Never a dull day. Always something new to get your teeth into,  improve or learn. My previous roles weren’t in financial services, and I think I have just about got my head around the complexity and the opportunities the industry has to offer. It is refreshing to work with a business that has such vision. I believe I am proof that ‘skills sets’ can be transferable and grown irrespective of industry!

I joined Heron Financial in June 2018. I began my career at Heron as an apprentice in the Compliance Team, successful completion of this qualification cemented my role in the compliance team which gave me an amazing foundation for when I moved into my current role of a Protection Team Coordinator in March 2022. A big part of my non-working life is going on holidays, exploring new places, and spending quality time with my friends and family.

I joined Heron Financial in June 2018. I began my career at Heron as an apprentice in the Compliance Team, successful completion of this qualification cemented my role in the compliance team which gave me an amazing foundation for when I moved into my current role of a Protection Team Coordinator in March 2022. A big part of my non-working life is going on holidays, exploring new places, and spending quality time with my friends and family.

I Joined Heron in February 2018 at the age 19 shortly after leaving school has allowed me to join the financial industry that I have always had a keen interest in. Initially I started working as a compliance Administrator, then progressing to also provide home insurance advice in 2020 where I continued these role until November 2021.In November 2021 I became a mortgage advisor and continued advising till December 2022. In December 2022 I moved across to take all the skills I have obtained in Heron to oversee our case progression team and mange the team members in this. This role is vital to ensuring the smooth day to day running of the back office team.

I joined Heron Financial in January 2020 and during that time I have progressed from passing my CeMAP and then starting out as a trainee adviser to becoming a senior adviser. I have been working in the financial industry since 2012 having started in retail banking with Halifax and then moved into the broker space in 2017 and have worked up since then. In my free time I enjoy running and going to the gym which I have built a discipline for and on the back of this I have competed in various endurance events like Tough Mudder.

I've been working in the industry since July 2017, beginning my journey as an intermediary expert at Barclays Bank. There, I assisted brokers with criteria, case support, and post-application queries on the solicitor side. I am skilled in handling residential and BTL mortgages – purchase and remortgages, as well as quirky cases. I joined Heron Financial in April 2022 and started advising in December 2022 which built on my previous banking experience. I enjoy traveling, exploring diverse cuisines, and immersing myself in different cultures. My experience at Barclays and my current position at Heron have enhanced my interpersonal and technical skills, emphasising customer excellence and effective management throughout the customer lifecycle.

I have worked in Finance since 2018 straight from school. I have amassed a lot of general knowledge about the industry having worked in a range of different areas. I joined Heron in September 2023 and now specialize in ensuring my clients are offered the best possible outcomes for their mortgage needs. I enjoy a wide range of sports from Golf to Football. I enjoy travelling the world and going to festivals. Having most recently visited Thailand & Singapore for the Formula 1.My desire to win and to be successful transposes into my role at Heron Financial as I always want the best for my clients.

Since starting in the mortgage industry in January 2018, and moving to Heron in June 2021, over the years, I have had the privilege of assisting a diverse range of clients in achieving their financial goals. Whether it’s helping first-time homebuyers secure their dream home, guiding seasoned investors in expanding their business portfolios, or providing tailored advice for unique and complex financial situations, my commitment to client success remains unwavering. My approach is centered on personalised service and finding the right solutions for each client’s unique circumstances.

Since starting on the apprenticeship scheme with Heron in August 2019, I have worked in a variety of different area’s of the business allowing me to know how to best help our clients in attaining their dreams of owning their own property. I got my CeMAP qualification in February 2021 and have been advising ever since, and more recently being promoted to a Senior advisor in February 2024. I have always been interested in going to the gym and training, which has taught me a lot of discipline and organisational skills which have been extremely useful skills which have been directly applied to my role at Heron Financial.

I joined Heron Financial in March 2022. During that time, I have worked within various teams such as compliance, applications and since 2023, the newly formed Advice Quality and Lender Process (AQLP) team. Before I joined Heron, I graduated from the University of Surrey in 2021 with an undergraduate degree in criminology where I learned about things such as financial crime and fraud which were of great interest to me. Since then, I have recently undertaken further studies and completed my CeMAP mortgage advisor qualification where I am striving to become a mortgage advisor in the future! Outside of Heron, I enjoy gaming, attending raves and festivals with my friends and going to the pub after work on a Friday. Some facts about me are that I love beer, I can’t ride a bike and I hate margarine.

I've been working in the financial services industry since 2023 advising clients on their mortgage needs, and before that a year in the fashion industry not long after completing my degree in business management in 2021, I joined Heron in June 2025 with my role focusing on assisting our advisors and clients to ensure they receive the best service possible. Outside of work I enjoy travelling, spending time with my friends and family and playing tennis.

I joined Heron Financial in 2025, having been in the mortgage industry since 2021, bringing my enthusiasm for making the mortgage process as straightforward as possible. I’m committed to delivering whole-of-market advice with transparency and care, ensuring your financial goals align with a sustainable future.

Outside of work, I like to spend time with my family. I’m a proud Newcastle United season ticket holder, cheering on the Magpies at St James’ Park. I also enjoy going to see live bands, particularly Britpop/indie music.

I joined Heron Financial in April 2024. I am new to the industry after obtaining a BA in History in 2022 and an MSc in Sport Management in 2023, and am excited to learn and progress at Heron! I love socialising, which helps in my role as I love talking to clients! I have a strong desire to learn through communicating with others, and can’t wait to become an expert in my role. Outside of the office, I have a strong interest in sport, specifically Formula 1 and Newcastle United. In my free time, I love going to see DJs, and I bring the best playlist to the Gateshead Office!