Meet the team

Paul is just one of a small number of advisors with the Certificate in Advanced Mortgage Advice and Diploma in Financial Planning and Personal Tax Planning.  This level of experience ensures that you receive a holistic service and an invaluable asset to your needs from an advisor. 

Southwater and Horsham based, Paul has a keen interest in sports, community projects, travel and wine.

Lisa joined the team after working in education for a number of years. Prior to having her now grown-up children, Lisa spent over 10 years working in the Financial Services industry. Lisa wears many hats within both the About Mortgages and At Home Estate and Lettings team. Lisa’s responsibilities include; general accounting, budgets and human resources. Her experience and eye for detail ensures both businesses run as smoothly as possible.

When Lisa is not at work, her love of sport keeps her busy, particularly football and she tries to support her team (Sheffield United) whenever she gets chance. Lisa loves the outdoors and one of her favourite walks is along the local coast - as long as there is time to stop for an ice-cream (whatever the weather). Lisa also enjoys a cryptic crossword, fine dining and planning her next holiday.

Shaun has worked in financial services for 27 years in various roles including financial adviser, compliance officer and latterly as a part-time administrator as part of a phased retirement. He also had a 6-year break from financial services to work as an ecological consultant.

When Shaun is not at work, he can be found watching football, gardening for the benefit of wildlife, visiting nature reserves, playing guitar or spending time with his partner.