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Jake Stott
Specialisms
Providing tailored guidance for First-time Buyers
- Assisting in seamless Home Moves
- Streamlining Remortgage procedures
- Navigating intricate Self-Employed Applications
- Effectively addressing challenges related to Bad Credit Mortgages
- Buy-to-Let Mortgages, including Portfolio Landlords
I am experienced in most areas of mortgage work so there is not much I cannot do. I believe specialising is the way forward though, as market complexity has increased in recent years making it quite difficult to be expert at everything
As a CeMap qualified Advisor, I’ve dedicated over 2 years to the mortgage industry. I initially honed my skills in a bustling brokerage and have now transitioned to Fort Advice Bureau to achieve a harmonious work-life balance. My diverse knowledge in various areas of the mortgage market empowers me to guide my clients seamlessly through each phase of the process.
I have recently took the exciting step of establishing Mondo Mortgages, which operates as a trading style of Fort Advice Bureau. I have a passion for providing tailored solutions and giving clients the best service possible to achieve their homeownership goals, Mondo Mortgages emerged as a trusted partner in navigating the intricate realm of mortgage options. Our commitment to personalised guidance, transparent jargon free advice, and unwavering support sets us apart in the industry, ensuring that each individual’s journey towards securing their mortgage goes smoothly as possible.
Qualifications:
BA (Hons) Television and Radio Production
CeMAP 1,2, & 3 – Certificate in Mortgage Advice and Planning
Beyond my professional life, I am a devoted family person, married and raising two children who constantly keep me on my toes. I proudly call Manchester my home. Before venturing into financial advisory, I flourished in telecommunications sales before transitioning into advisory services. My strong inclination for an active way of life is evident in my consistent gym sessions, even though my skill in golf might not be impressive I still love to play. Furthermore, I discover a sense of peace by engaging in swimming sessions at the pool.
Client Testimonials:
Kayleigh
Recently purchased our first home and Advisor Jake both provided Excellent service and knowledge and made the whole process of the mortgage application from start to completion very smooth and kept us up to date with progress throughout.
Thanks to you we are now settled in our new home.
Andrew
Excellent service from Jake Stott was fantastic. Many thanks
Peter
Highly recommend, keep you in the loop at all times, big shout out to Jake Stott for all the help much appreciated
Andy
Huge shout out to Jake, great customer service from start to finish, thank you so much. Great work Jake found me an amazing deal.
Michal Gottlicher
Specialisms
- First-time buyers
- Shared ownership / Shared equity
- Bad credit Mortgages
- Home Movers
- Large Loans
- Buy-to-Let Mortgages
- Bridging and Development Finance
- Commercial Loans
In last couple of years of practice in financial services in Europe, my priority has always been to provide my clients with a professional & precise approach, supported with appropriate expertise, presented in a simple, clean yet friendly way. I’m dedicated to help my clients with all of their associated wishes, needs and objectives, regardless of their circumstances.
After attaining qualifications at The Czech National Bank, I used to work several years as IFA in the Czech Republic. When London became my home, I qualified as Mortgage & Protection adviser in the UK (CeMAP® license) at The London Institute of Banking & Finance.
Although London-based I’m active and working closely with all of my clients throughout the UK.
My clientele is very diverse, comprising of professionals working in the City of London who have complex demands and require more specific approach, families living in different parts of UK to young ambitious couples and individuals buying their first property with limited deposit. A large part of my clientele are foreign nationals, living in the UK, who value primarily a comprehensive approach with well-arranged and transparent insight into the UK financial and property market in context.
Personal:
Prior to moving into financial advice, I studied IT and Security. We’re currently living near London, surrounded by amazing nature where I spend most of my leisure time thinking about my other future plans. I enjoy many sport activities, reading books, studying and self- development.
Qualifications:
My qualification comprises Czech National Bank High level professional competence tests in the Czech Republic and Certificate in Mortgage Advice and Practice CeMAP® in the UK. I have also previous practical experience in the investment market and trading with derivatives.
Philip Smith
Specialisms
- Self employed Mortgage
- First-time Buyers
- Equity Release & Later Life Lending
- Personal and Business Protection
- Home Movers
- Remortgages
- Bad Credit Mortgages
- Buy-to-Let Mortgages including Portfolio Landlords and Ltd Company
I am an experienced adviser and have been providing advice for 9 years. I have had many a varied role in the financial services industry which has enabled me to obtain a wealth of knowledge and experience. Industries include insurance, investments, and the housing market. Having worked in a client focused environment for many years, combined with a flexible attitude and the highest of standards, means that I am passionate about delivering a first-class service for clients to suit their needs.
I will not only assist with your mortgage requirements (all aspects of residential, buy to let and holiday home mortgages), but I am also a specialist in personal and business protection to make sure that you, and your assets are protected.
Personal:
Away from work, my passion is football and golf.
Qualifications:
Cert CII (MP & ER) – Mortgage Advice Qualification
BSc – Degree in Business management & Accounting
R01 – Financial Services, Regulations and Ethic
R05 – Financial Protection
RO3 – Personal Taxation
CF6 – Mortgage Advice
CeRER – Equity Release
Aston Carter
Specialisms
- Equity release
- Protection
- Buy to let mortgages
- First time buyers
- Home movers
- Remortgages
- Help to buy / Shared ownership
If you are going to entrust me to assist you with one of the biggest financial transactions you are ever going to make, then it’s best if you know a little about me. I live in the historic market town of Bishop’s Stortford with my wife Emma, and sons Harvey and Rory. When I’m not talking mortgages, I enjoy travelling and watching/playing as much sport as possible.
I have worked in financial services since 2006, where I have gained a wealth of experience, working across multiple sectors. I started in retail banking, where I worked my way up to managing my own branch before taking advantage of the opportunity to gain my mortgage advice qualifications.
With these qualifications, I moved to a Mortgage Brokerage in the city where I would be able to advise on products from across the market. This also gave me access to brokers with over 40 years’ worth of experience, and help me build up my contact list from a multitude of lenders.
After 3 years with John Charcol where I gained invaluable experience, I was ready to take the next step in my career and go self-employed. Charles Derby Mortgage Bureau, were able to offer me the exciting opportunity of joining their network of highly skilled self-employed Mortgage Brokers, whereby I was given the freedom to work how and where I wanted, but with the benefits of having a large, highly skilled network of advisers behind me aswell.
My next move was to transfer Aston James Bespoke Mortgages to Fort Advice Bureau, who are a Directly Authorised by the FCA, which gives me the platform to really grow Aston James Bespoke Mortgages, which is a trading style of Fort Advice Bureau.
It is since becoming self-employed that I have experienced the pressures of being self-employed, both when applying for a mortgage, and in day to day life. This is what gave me the inspiration to set up Aston James Bespoke Mortgages, a specialist mortgage broker for the self-employed.
I completely understand how life is when you’re self-employed, from cash-flow problems to getting your accountant to evidence your true earnings. It’s this understanding which allows me to present your case to mortgage lenders in the best possible way and make the application process as smooth as possible for my clients.
Christian Miles
Specialisms
- First-time Buyers
- Home Movers
- Re-mortgages
- Adverse Credit Mortgages
- Buy-to-Let Mortgages including Portfolio Landlords
- Self-employed applications
- Equity release
I am an experienced mortgage and protection adviser based in Leamington Spa, Warwickshire. I always strive to provide the best services to my clients and can fully understand that applying for a mortgage can seem a daunting process.
As a mortgage broker my job is to look at the whole market (including high street banks and building societies) and find the most suitable mortgage for your needs. I deal with your mortgage application from start to finish, meaning that you can relax knowing that you will have my experience guiding you through a difficult process and making it easy. As a broker I also have access to exclusive mortgage products often not available on the high street.
I arrange mortgages for first-time buyers including help to buy scheme, re-mortgages, buy to let and many more. I am here to help if you are new to the market, looking to improve your current mortgage or building a property portfolio.
After you mortgage is applied for, I will talk to you about different types of insurance to make sure your mortgage is covered for any type of eventuality to give you piece of mind.
Qualifications:
- Certificate in Mortgage Advice and Practice (CeMAP) 1,2,3
- Certificate in Regulated Equity Release (CeRER)
Gosia Marciniak
Specialisms
- Residential
- Self-employed
- First time Buyers
- Home Movers
- Remortgage
- Bad Credit Mortgages
- Buy-to-Let
- Limited Company & Portfolio Landlords
Experience
My career in Financial Services begun in 2011 when I joined Lloyds Banking Group, then moved to the City of London and joined a well-established, nationally recognised mortgage brokerage with 40 + years market presence. Whilst there, I obtained my mortgage qualification then worked my way up into advising. Looking to develop my career further, I have decided to join Fort Advice Bureau because of their reputation and the people. I enjoy the culture of teamwork and openness and the fact that the company fully support the individuals in becoming the best they can be, and to me it feels like home.
Personal
I am a working Mum and live with my daughter in East Essex. I like staying active and enjoy swimming, yoga, hiking and running. I am also a skiing instructor and a survival coach. My favourite holiday idea would be hiking in Alaska or Skiing in July’s alpine sun. as you can see – I like doing things outside the box!
Qualifications:
CeMAP 1,2, & 3 – Certificate in Mortgage Advice and Planning
Roger Lane
Chief Executive
Roger started in financial services as a mortgage adviser many years ago and is QCF Level 4 qualified and has operated as an IFA (Independent Financial Adviser). He also has a Master’s Degree in Business Administration from the University of Essex.
He has managed a number of successful businesses throughout his career and in 2019 sold a business to a major plc and was one of the founder members.
As Chief Executive Officer of Fort Advice Bureau Ltd he will use all his experience to ensure that it becomes a UK Market Leading Mortgage Advisory business.
Peter Matthews
As Business Development Director, Peter’s extensive experience is vital to establishing Fort Advice Bureau Ltd as a specialist mortgage brokerage. During his career, Peter has developed an impressive network of contacts over the years and has in depth knowledge of New Build, Commercial, Bridging and Ltd Company Buy mortgages as well as the mortgage industry in general and has excellent working relationships across all lender types.
Peter completely understands the market and is in tune with what Introducers and Lenders expect from a first-class mortgage advisory business.
Tony Nunn
National Sales Director
Tony has over 30yrs experience of Financial Services and has had many a varied role in Financial Services but with only a handful of employers. His first venture into the mortgage world was in the late 80’s when he co-owned and ran a Mortgage Brokerage situated just outside of London’s now famous Dockland’s area. He has experience in the Wealth Management IFA arena, is QCF Level 4 Diploma qualified and a Certified Mortgage Professional as accredited by the Chartered Insurance Institute. Given his background he understands what good looks like and is extremely client centric.
Andrea Drew
Specialisms
- Equity release
- Protection
- Buy to let mortgages
- First time buyers
- Home movers
- Remortgages
- Help to buy / Shared ownership
My name is Andrea Drew and I set up Lander Mortgage Services in 2015. Lander Mortgage Service is a trading style of Fort Advice Bureau.
I have successfully worked in the financial service sector for over 30 years. My background has been working for the largest building society in the UK, covering many different aspects, but specialising in mortgages and management of branches. I have developed extremely strong skills in customer service with my straightforward approach it allows me to be successful in the housing market.
I have a special interest in clients who are going through the divorce process, I and have helped many clients in this situation, whether they are looking to stay in the same property or move to a new home.
Personal Section
I live in Cornwall with my husband Den and our daughter Charlotte. Living close to the sea, we are very lucky to enjoy the coast and water that surrounds us.
Qualifications:
CeMap – Certificate in Mortgage Advice and Practice
CeReR – Certificate in Regulatory Equity Release
Andrew Faulkner
Specialisms
- First-time Buyers
- Home Movers
- Re-mortgages
- Adverse Credit Mortgages
- Buy-to-Let Mortgages including Portfolio Landlords
- Self-employed applications
I began a career in Construction Management after Graduating from Bolton University, but swiftly moved into self employment with an IT support company. My spare time was used for renovating my first house. This led me to become interested in buy to let property and purchases from property auctions.
I am currently based in an estate agent in Ramsbottom offering mortgage advice to customers and anyone else that needs my help and guidance in purchasing a property.
I also assist customers getting the right protection in place to keep families financially secure if the worst was to happen.
Hobbies
I trained for my PPL at Blackpool airport in 2013 flying a fixed wing Piper Archer. I also enjoy strumming a few chords on acoustic guitar.
Mortgage Qualification
- CeMAP
Anthony Nash (Tony)
Specialisms
- Equity release
- Protection
- Buy to let mortgages
- First time buyers
- Home movers
- Remortgages
- Help to buy / Shared ownership
I am a determined professional adviser, with a mortgage ‘toolkit’ to suit. I have a wealth of experience and engagement within the following areas with no stone left unturned in the quest to fulfil every client’s required goal.
I specialize in the area’s below:
- First time buyers
- Affordable homes
- Government schemes
- s106 Discounted purchase price/ Resale Price Covenant/ Shared Ownership
- Purchase
- Homemovers
- 2nd Homes
- Buy-to-Let including Ltd Co.
- Holiday let
- Remortgage
- Residential including: capital raising/home improvements
- BTL including: capital raising/property improvements
- Holiday let
- HNW (high net worth) including specialist/ complex requirements
- Protection
- Family / mortgage
- Business: encompassing all segments of an appropriate ‘Corporate will’
- Equity Release
I have many years’ experience, continually striving to raise my own performance bar in all forms of engagement with clients; being pro-active at every turn, exuding professionalism and first-class time management for all mortgage, equity release & protection processes.
Each client receives the very epitome of advice expected from a top-level professional. My ethos is and has always been to treat every client as if they were a family member, with their best intentions at the heart of all my actions and advice.
I am surrounded by women! Being married with three girls who are grown up; and yes, they gang up at any opportunity as you would expect. That said, my family is at the heart of everything, with the girls still wanting to come on holiday with us! I am still a PGA qualified golf professional (since 1991) attaining an ‘A’ status – having played since the age of 8 golf had been my life before I found financial services. I am delighted I did as I have an equally true passion as I did when golf was my life and future. I’m definitely not as good as I used to be, but I have great memories and some trophies to remind me of those days when I’m older!
Financial Services Qualifications
CeMap 1, 2 & 3 (Certificate in Mortgage Advice & Practice)
CeRER (Certificate in Regulated Equity Release)
Recent Testimonial Received
I’ve just completed on a lovely character terrace property in Falmouth and thank Tony Nash from Charles Derby Mortgage Bureau for helping make this possible. Living overseas and trying to sort out a mortgage was not an easy task but Tony sourced a number of excellent competitive offers. He dealt with all the application paperwork and liaised with the building society on my behalf. In addition, he went out of his way to help facilitate communication between my solicitor and the building society to push the purchase through. Tony worked beyond the 9-5 office hours and was quick to respond to any queries. If you are looking for a mortgage adviser to help with your purchase, I can’t recommend him highly enough!
Susan, Jakarta, Indonesia
…
Available 7 days a week, driving pro-active processes and continually striving to be the best I can be; which has borne national award nominations along with accolades from CDMB being their ‘adviser of the year’ for 2017, 2018 & 2019.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Jake Stott
Specialisms
- First-time Buyers
- Home Moves
- Remortgage
- Self-Employed
- Bad Credit Mortgages
- Buy-to-Let Mortgages, including Portfolio Landlords
I am experienced in most areas of mortgage work so there is not much I cannot do. I believe specialising is the way forward though, as market complexity has increased in recent years making it quite difficult to be expert at everything.
As a CeMap qualified Advisor, I’ve dedicated over 2 years to the mortgage industry. I initially honed my skills in a bustling brokerage and have now transitioned to Fort Advice Bureau to achieve a harmonious work-life balance. My diverse knowledge in various areas of the mortgage market empowers me to guide my clients seamlessly through each phase of the process.
I have recently took the exciting step of establishing Mondo Mortgages, operating under the esteemed banner of Fort Advice Bureau. I have a passion for providing tailored solutions and giving clients the best service possible to achieve their homeownership goals, Mondo Mortgages emerged as a trusted partner in navigating the intricate realm of mortgage options. Our commitment to personalised guidance, transparent jargon free advice, and unwavering support sets us apart in the industry, ensuring that each individual’s journey towards securing their mortgage goes smoothly as possible.
Qualifications:
BA (Hons) Television and Radio Production
CeMAP 1,2, & 3 – Certificate in Mortgage Advice and Planning
Beyond my professional life, I am a devoted family person, married and raising two children who constantly keep me on my toes. I proudly call Manchester my home. Before venturing into financial advisory, I flourished in telecommunications sales before transitioning into advisory services. My strong inclination for an active way of life is evident in my consistent gym sessions, even though my skill in golf might not be impressive I still love to play. Furthermore, I discover a sense of peace by engaging in swimming sessions at the pool.
