Our team of experienced accountants and financial advisors are committed to delivering personalised services that meet the specific needs of our clients.
The Accountancy Quarter is dedicated to providing comprehensive financial solutions tailored to the needs of our clients. Our proactive approach ensures that clients receive the best advice and support, helping them achieve financial stability and growth.
We specialise in maximising borrowing potential, strategic tax planning, creating effective share structures, and providing robust accounting support, including real-time accounting and quick turnarounds for essential financial filings.
To revolutionise financial operations for limited companies with innovative, real-time accounting solutions.
Deliver tailored, efficient, and insightful accounting services with proactive support and quick turnaround times.
Trust, focus, integrity, excellence, proactiveness, collaboration, and innovation guide us in serving our clients.
Michael, co-founder and mortgage advisor, specialises in arranging high-value, buy-to-let and complex mortgages.
Michael is adept at brokering commercial lending, arranging any borrowing for our commercial clients.
When he’s not at work, Michael is a busy dad of young twins, which doesn’t leave time for much else!
James, a mortgage advisor and co-founder, has more than 16 years experience as a mortgage adviser.
James splits his time between assisting our clients with their mortgage applications and working on business development.
Outside of work, James enjoys spending time with his family and is an avid Leeds United football fan, travelling all around the country to support them.
Jacob is a business consultant, having founded a business consultancy providing access to various specialists for business owners.
Jacob consults on all aspects of business structure, ensuring that a business reflects the goals of the founders or owners.
In his spare time, Jacob is enjoys spending quality time with his family and Brazillian Jiu Jitsu.
Richard joined The Mortgage Quarter in 2019, having worked for a financial services provider as a mortgage and protection adviser and 10 years in commercial banking before that.
He specialises in shared ownership and new-build mortgages.
Richard enjoys golf and going to the gym in his spare time but maintains he’s not good at either!
James has worked in the mortgage industry since 2004. He joined The Mortgage Quarter in 2020 as he shared our ethos of putting clients first and wanted to work in a customer-focused environment.
James’ specialism is business protection insurance.
When he’s not working, James enjoys snowboarding in the winter, paddle boarding in the summer and has recently taken up archery.
Mark spent 13 years working as a mortgage and protection adviser for two mortgage brokers in Northern Ireland before moving back to England and joining The Mortgage Quarter in 2021.
Mark specialises in later-life mortgages and protection insurance.
In his spare time, he loves going out to good restaurants and walking his two dogs. Mark’s also a huge rugby fan after playing and coaching for almost 40 years.
Zoe joined The Mortgage Quarter from another mortgage broker. Prior to that, she was a personal banker for seven years before completing her CeMAP certifications to become a licenced mortgage adviser.
Zoe specialises in new builds mortgage and protection insurance.
Outside work, Zoe plays on a netball team for a social league in Exeter and is a keen cyclist.
Jon joined The Mortgage Quarter after 13 years of working as a mortgage and protection for a national estate agency group. Before that, he had a 10-year career in the Royal Navy.
Jon assists first-time buyers, home movers, remortgagees and those seeking a buy-to-let mortgage. In addition, he’s won awards for his protection advice
Jon is a proud family man and loves spending his time off with his wife, children and dog, exploring and camping in new destinations across the Southwest. He also enjoys playing squash and is a frequent visitor to Old Trafford Stadium, the home of Manchester United F.C.
Lucy began her career in banking before spending six years working as a mortgage and protection adviser. She joined The Mortgage Quarter following a brief spell in the recruitment industry.
Lucy assists first-time buyers, home movers and people remortgaging to secure a mortgage and protection insurance. She was born and raised in Southampton and looks after our clients in that area.
Lucy has two young children, so anytime outside of work is spent keeping them entertained! She also enjoys walking in the New Forest and cooking.
Sam joined The Mortgage Quarter after six years of handling mortgages and protection insurance for a firm in Wellington.
Sam’s experience includes arranging mortgages for standard purchases, remortgages and more complex cases, including limited company, buy-to-let and holiday-let mortgages. He’s based in Taunton, so he looks after our Somerset clients.
Outside of work, Sam is a huge Manchester United football fan. He’s also an avid follower of Formula 1 (thanks to his girlfriend’s influence) and enjoys cooking, go-karting, playing golf and five-a-side football (when not injured!).
Holly is an apprentice administrator studying her Business and Administration Level 3 Apprenticeship at Exeter College.
Holly works alongside our two case managers, Charlie and Ellie, and is the third wheel in our reception team, providing front-of-house support.
In her free time, Holly enjoys training at the gym and catching up on sleep!
Ellie joined The Mortgage Quarter as a business administration apprentice studying at Exeter College.
She’s now completed her Business and Administration Level 3 Apprenticeship and supports our mortgage and protection advisers to ensure that applications are processed promptly and smoothly.
When you call or visit the office, you’ll often be greeted by Ellie, who’s part of our reception team.
Ellie enjoys socialising with friends and attending music festivals in her spare time.
Having decided that cheffing wasn’t for him, Charlie came to The Mortgage Quarter as a Business and Administration Level 3 apprentice studying at Exeter College.
He’s now completed his qualification and supports our mortgage and protection advisers to ensure applications are processed timely and smoothly. Charlie also arranges buildings and contents insurance for our clients.
Charlie is one of our reception team, so he will often be your first point of contact when you call or visit the office.
Outside of work, Charlie likes playing and watching football, going to music gigs and festivals and cooking for pleasure.
