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Our team have a unique experience in consumer interest, having 35 years collective experience working in big financial services and charitable brands.

Most recently our directors advised and managed at the mortgage and protection service of Which? The UK’s consumer’s association. After its closure, the team committed to setting up something with a specific purpose.

We are a far reaching mortgage and protection service designed for those who need help with a specific challenge, a business that helps those in the greatest of need. Please visit our ‘Business for good’ page for more information on our giving.

 

MEET_THE_TEAM

MEET THE TEAM

It's our team work that makes your dream work!
Tom Collier
Tom Collier

DipFA CeMAP FSRE

Tom is our resident life insurance expert, he’s always been very enthusiastic about what is, let’s face it, a rather dull subject. In 2019 Tom assisted one of the UK’s top insurers in developing and launching a new life insurance product into the broker market. He’s previously worked for one of the UK’s largest insurers and most recently helped set up an insurance advice team for the consumer champion Which?. Tom is a qualified financial planner with 10 years’ experience in the financial services industry, the majority of his career to date has been spent helping his clients with their mortgages. Tom is fully fledged petrolhead, you can usually find him tinkering on an engine somewhere in his spare time.
Daniel Light
Daniel Light

CeMAP R05

Dan has over 14 years experience in the mortgage and insurance industry and has worked in various roles and departments, giving him a huge amount of knowledge to help all types of customers in all types of scenarios. Dan previously worked for the largest consumer champion in the UK, he has a passion to improve the standard of advice given to customers across the industry. His goal is to ensure that all customers are empowered to make choices and decisions that are best for them. In his spare time Dan enjoys the simple things in life with his family and has a keen interest in music and movies.
Steven Morris
Steven Morris

CeMAP CeRER

Steve loves a complex mortgage. Most recently he has used his technical geekery to work his way up through Which? Mortgage Advisers, progressing to a Senior Adviser and then Onboarding Manager. There, he was responsible for hiring, training and managing new advisers. He also ran the monthly new starter inductions and wrote and maintained the telephony advice standards of the company. Outside of work Steve can be found coaching and being run ragged by his local under 8's rugby team, the Bristol Harlequins RFC.
Dan Pike
Dan Pike

CeMAP

Dan has over 10 years experience advising in the mortgage and insurance industry. He has built up a wealth of experience over the years helping hundreds of customers move home, remortgage and purchase investment property. A large amount of that time was spent at Which? Mortgage Advisers where he was a Principal adviser helping to improve the standard of advice given to consumers as well as assisting other staff members with training and development. He has a passion for excellent customer service. His interests away from work are music, sport, reading and trying to keep in shape
Ryan Harvey
Ryan Harvey

CeMAP CeFAP

Ryan has been working in financial services for over 12 years and has gained a wealth experience of working in different roles across the industry. He was worked with some of the largest financial institutions in the UK, starting his career as a personal banking manager for Nationwide building Society and then progressing into a Financial adviser role within Lloyds Banking Group. After completing the all relevant financial qualifications Ryan continued his succession to one of the Principal Mortgage Advisers with the consumer champions Which? For the most recent 5 years. During his time in Financial services Ryan has always strived to deliver the highest level of service and prides himself on giving all clients he deals with a professional and memorable experience. In his spare time you can usually find Ryan playing golf (badly) or in the gym. Other passions include football and motorsport, both purely as a spectator!
James Thomas-Howard
James Thomas-Howard

James is our resident General Insurance specialist, with experience in financial services since 2017. James began at Which? Mortgage & Insurance Advisers, where the Home & Landlord’s Insurance team was set up and developed. Since which James has gained experience with commercial vehicle Insurance and training to become a life insurance and protection adviser. When James not in the office I’ll most likely be gigging with his band or mixing a mean cocktail or two.
Susannah Truslove
Susannah Truslove

CeMap

Susannah has been working in financial services for over 10 years in various customer focused roles, and after qualifying in 2015 she began her career as a mortgage adviser, working for the UK largest consumer champion, Which. There she worked her way up and was promoted to senior adviser, taking on further responsibility for coaching and training new starters. She is passionate about helping her clients reach their goals, whether that might be buying their dream property, building a property portfolio, or improving their financial situation by re-mortgaging. In her spare time she enjoys cooking and singing – sometimes even at the same time!
Your Home may be repossessed if you do not keep up repayments on your mortgage or another debt secured on it

The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.

Our typical fee is £450 and only paid when your offer is produced. This means that if we’re unsuccessful in getting you the mortgage you won’t pay a fee, giving you the confidence you need from a broker.

Advantage Financial Solutions is a trading style of TRM Financial Ltd, an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 70 St. Johns Close, Knowle, Solihull, England, B93 0NH.  Registered in England and Wales no. 09832887.