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
Jenny joined the team in August 2016 after taking a career break to travel the world. She hit the ground running, working closely with Salli and her clients while also developing relationships with introducers to the company. Jenny deals with all aspects of mortgage and protection advice, and is already receiving recommendations from clients she has helped.
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.
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.
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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