We separate ourselves from other brokers due to our link to our sister company Vision Accounting. This gives us an unprecedented speciality in mortgages for the Self Employed, Company Directors and those with more complicated cases as we can simplify the process by working together in real time on our clients’ finances to secure the home of their dreams.
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Charlotte is our Director and has worked in the financial sector since 2012.
She manages the day-to-day business operations and provides the key link between Vision Financial and our sister company Vision Accounting.
Danielle is our lead Mortgage and Protection Advisor and joined us in July 2023.
She joins the team with vast experience in the insurance industry working in China and Hong Kong as well as a spell working with a well-respected mortgage broker.
Danielle has a real passion for making sure that our clients needs are met and will explore every avenue to get the desired outcome with the more niche cases her speciality.
Louise joined us in April 2023 as our Practice Manager for both Vision Financial and Vision Accounting and has been an incredible addition to our team and the business as a whole.
Louise is often our client’s first point of contact and she provides the highest level support and assistance.
She joins us from a long career in HR and the experience that she brings to the role has been invaluable.