About Us


Simon Ward 

As a proud Cantabrian, husband and father of three, I want you to feel comfortable that you can discuss your personal finance with me, so I can find the right solution for you.

I am very passionate about helping people from all walks of life into their own homes, arranging business/commercial loans in providing a personalised touch to help guide you through the maze of current lending requirements that can be complicated.

I've worked in the banking industry for 26 years and as a mortgage adviser for the last 4 years so "Experience counts, make mine work for you".I look forward to hearing from you.



Sue McKenzie

Sue works for you her clients with the aim of finding competitive bank products to meet your financial needs.

She takes into consideration your personal lifestyle and aspirations in addition to future events which may impact you in the short to medium term; this allows her to arrange finance and loan structure tailor-made to suit you.

Her relationship with you does not stop on settlement day. Sue's commitment lasts for the life of the loan.This ensures your finance keeps working at optimum performance for you.

Above all Sue is in the business of providing the finance solution that best fits her clients. She is pro-active in showing her client(s) how to repay their mortgage faster, shaving years off the term of the loan and reducing the amount of interest payable. Sue believes this is the real key to wealth creation.

Sue says to all her clients "make my experience work for you"


Dawn Stoddart

My goal is to assist you obtain finance for your first home, subsequent home, or investment property. I will look for the best option in the marketplace to meet your situation and requirements.

My aim is to make this an enjoyable, stress-free experience. I love what I do and will endeavour to provide you with great customer service and an outcome that meets your needs.

With almost 20 years in the banking/lending industry, I can provide you with a wealth of knowledge and experience. I have been working in this industry for four and a half years, and obtained my mortgage adviser qualification in 2018.

Out of work I am married with two grown daughters. I enjoy regular gym sessions and zumba classes.