Our Team

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Raj Sharma
Mortgage Adviser

Raj is a mortgage consultant who began his career within financial services over 18 years ago, gaining industry knowledge and all his professional qualifications with Abbey Life. Raj has progressed through the years to deliver his advice diligently and prides himself on consistently delivering a first class service. He is always professional and diplomatic especially with sensitive client issues.


Holding a Certificate in Financial Planning and the Mortgage Advice Qualification, Raj is well versed in various areas of financial planning but his focus and specialism is mortgages.

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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