Meet your Advisors

Have questions? Call us for a no obligation chat

We are always happy to help you. If you have questions about any of the services we provide please feel free to contact us.

Leanneprofile

Meet Leanne

Leanne previously worked in various business settings, this includes banking and finance. Specialising in insurance for over 6 years ensures that whilst advising on mortgages too she can provide expert advice to protect your home.

With experience working with business owners Leanne can also help business owners put things in place to protect their business continuity.

She loves meeting new people and their families, giving them peace of mind for their future.

Leanne understand the pressure parents and business owners have, emotionally, physically and financially.

It is Leanne's aim to ensure that clients feel valued and enjoy their experience of putting together solutions that will support them financially. 

Leanne advises on Mortgages, personal insurances, home insurance, health insurance, Wills, Trusts and Lasting Power of Attorney as well as insurance for business owners which includes Shareholder Protection, Key Person Insurance, Relevant Life Plans, Executive Income Protection and Loan Protection.

Joeprofile

Meet Joe

Joe worked in Eduction for many years, teaching university students and being fortunate enough to work on teaching projects in Kenya and the Phillipines during that time.

He enjoys learning and frequently listens to audio books. He is particularly interested in finance aswell as gardening and renovation. He also enjoys research and learning which encouraged him to pursue the CeMAP (Mortgage Advice) qualifications.

With his background and love of helping people, Joe has a strong desire to discover the best solution for his clients. Joe advises on Mortgages, personal insurances such as Life Insurance and Home Insurance.

Leannewithclient

We take great care in finding out about you to allow us to then research and source the right products most suited to you but also within your budget.

When it comes to Mortgages, Life Insurance or organising your Wills there are many reasons for choosing an Advisor to help you. This includes no time wasted applying for a policy if you have any medical conditions, cover that suits your needs and isn't just something you 'think you should have', a friendly advisor that understands your circumstances and there is NO FEE for insurance advice. For Mortgage and Estate Planning advice please ask for details. We will always disclose costs and agree them with you before progressing any further.

We carry out all of the research for you and explain the recommended products in a simple and understandable way. Often people don't understand the jargon used, particularly when using comparison sites.

You can have peace of mind knowing that products have been carefully selected for you to meet your needs.

You can enjoy the process knowing that someone is taking care of you.

Face to face reviews can take place in Hull, Beverley and the rest of East Yorkshire aswell in the Doncaster area. A telephone/video service is available throughout the UK.

"Leanne has done a brilliant job ensuring my family has great cover in place should something awful happen. We have great peace of mind knowing that we'll be well protected. She has arranged really great cover for less than pur previous policies which weren't actually offering us that much, and with the addition of the family income benefit which I had previously known nothing about. Highly efficient and professional throughout the entire process, can't rate her highly enough."

Sarah

Hull

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