Our Team

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Jayan Patel
Trainee Mortgage Broker

At 19 years old, Jayan finished college and joined as a trainee mortgage broker in August 2014, and has completed his Certificate in Mortgage Advice and Practice, assisted by Evolution FS Ltd.


Coming from a retail background, Jayan has a good understanding of customers' needs and superb communication skills. He's very enthusiastic, driven by an insatiable quest for knowledge, which is an essential attribute in this industry.


Now 4 years later, qualified and gaining industry knowledge going hand to hand with further studying to develop his knowledge in being able to broaden the advice given. He is able to deal with all manner of mortgages from residential to development finance which enables him to guide clients through out the process alleviating the stress of either purchasing or re-financing.


Our Team

Bhav Patel BSc Hons CeMAP
Director. Mortgage & Protection Advice. Mergers & Acquisitions.

Andy Rowe
Director & Chartered Independent Financial Adviser
Marcus Blase
Independent Financial Adviser

Raj Sharma
Mortgage Adviser

Richard Sheret
Independent Financial Adviser. Pension Specialist.

Victoria Trapitsyna
Adviser

Dina Patel

Kelly Thomas
Administrator

Tina Patel
Accounts

Amit Nakum
Paraplanner

Franck Gogua
Paraplanner

Jayan Patel
Trainee Mortgage Broker

Tara Ricker
Receptionist

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