Meet the Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Roy Lardner

Mortgage and Protection Advisor

Roy has worked in mortgage and protection financial services for over 35 years. He feels privileged to have worked with different generations of the same families helping them to move and grow.  He takes great satisfaction in helping his clients achieve their goals, and gets a kick out of working with his Buy to Let landlords, helping them to enhance and expand their portfolios.

Helen Wardell

Mortgage and Protection Advisor

Helen is a highly experienced and trusted mortgage professional, committed to delivering a superior advisory service to clients throughout their borrowing term and beyond. She uses advanced industry knowledge and sound protection planning strategies to help keep mortgage costs to a minimum, whilst ensuring all identified needs are met within budget. Helen’s loyal client base and impressive referral record are testimony to the excellent advice and care she has provided during her 25 plus years as an adviser.

Lisa Attwater

Mortgage and Protection Adviser

Lisa has over 20 years of mortgage advisory experience covering all areas of mortgage and protection need.  She loves helping her clients get their dream home, add to their property portfolio or raise some extra money on their existing property.  Lisa has a friendly approach and always goes the extra mile to make sure a property transaction is smooth and hassle-free.

James Walton

Mortgage and Protection Adviser

James is a highly experienced mortgage professional arranging all types of mortgages from first time buyers to high-net-worth clients.  James has worked in the financial sector for over 30 years, specialising in mortgages for the last twenty years.  He prides himself in putting his clients at ease whilst advising on their financial matters.

Bijal Mehta

Mortgage and Protection Adviser

Bijal has a wealth of experience in providing her clients with a holistic solution for their mortgage and protection needs. She is passionate about helping her clients achieve their property goals, whether it be purchasing their first home, remortgaging, through to building a property portfolio. She is a positive and professional individual who will help you at every step of your property journey.