I am delighted be a part of a team that encourages putting the customer first and this is evident across all departments. The team all work together to make sure clients have a good and positive experience throughout which is very important.

With a strong background in customer service roles within the financial sector, including experience with NS&I and Lloyds Banking Group, Christy is keen to expand her skills and thrive for success in the portfolio management team.

Our Team


Charlotte Holt

Finance Coordinator

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Gary Bailey

Managing Director

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Laura Carr

Head of Underwriting

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Andy Bate

Andrew Bate


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