With over 30 years of experience in the mortgage and finance industries, Salli is the perfect person to lead Private Wealth Mortgages, which she set up in 2003. Salli’s ethos for the company is simple; to provide effective solutions for all clients, delivering an exceptional client service from start to finish.
Mortgage & Protection Adviser
Mandy started her career working for Nationwide, and brings 25 years of experience to help her clients achieve their plans and goals. Mandy has accumulated an impressive portfolio of happy clients who always return for more help with their lending, as well as regularly recommending her services to their own networks.
Ian has a long history in Financial Services, where he has spent his time with a number of leading insurance companies. He brings his wealth of knowledge and expertise to Private Wealth, where he will be working with Salli and her clients to ensure all protection needs are met.
Mortgage and Protection Adviser
James joined the PWM team in May 2020. Having originally started his career with Nationwide as a cashier, James quickly progressed to branch management and a career in mortgage advice. James’ ethos is focused on adding value to his clients’ lives, doing what is best for them and ensuring they understand the process from start to finish.
Equity Release Adviser
James has worked with us for many years, advising older clients on their options for raising finance in retirement. He has a wide range of knowledge to help in later life and is our specialist for Equity Release lending.
Jenny joined PWM in 2019 having previously worked for many years in the estate planning industry. As PWM’s Office Manager, Jenny is responsible for the smooth day to day running of the office, speaking to clients and assisting Salli. Outside of work, Jenny loves spending time with her teenage boys, going out with friends and horse riding whenever she can.
Client Services Executive
Emma is always on hand to help look after Salli’s clients, assisting with the abundant administration involved with any new mortgage. Emma also helps manage major projects and supports the growth of the business by working with Salli to achieve her strategic goals.
Suzanne’s role is to make sure your mortgage application goes smoothly, managing the process right through to completion. We like to ensure your life is made as easy as possible while your mortgage is going through, and Suzanne will keep you informed every step of the way.
Pat has been with the company since its creation, so she is a fountain of knowledge in the office! Pat’s main role is on the accounting side, but her extensive knowledge means she can also help our clients with any ad hoc queries which might arise.
Compliance & Protection Manager
Angela has worked with us since 2003 and has two main strings to her bow, specialising in compliance and protection. She ensures the company is kept up to date in the ever-changing compliance landscape and also assists with the processing of all protection policy applications.
Client Services Co-Ordinator
Helen is a key part of the sales support team, managing mortgage reviews. This means that she will be in touch when the time comes to review your mortgage rate. She’ll ensure you are contacted in good time and seamlessly manage the process for you.
Registered in England & Wales, no 5603163
Private Wealth Mortgages Ltd is authorised and regulated by the Financial Conduct Authority. FCA Number: 445980
Private Wealth Mortgages Ltd, Hillreed House, 54 Queen St, Horsham, West Sussex, RH13 5AD
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