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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Most buy to let mortgages are not regulated by The Financial Conduct Authority.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
A lifetime mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.
Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries.
Kevin Manktelow
Practice Principal
Kevin is the business owner and started the business in 1993, having previously worked in the Horticultural Industry.
Kevin was raised in the Weald Of Kent and currently lives in Whitstable.
Apparently he has no time for hobbies, but can often be seen locally walking his Labrador.
Amanda Allingham
Financial Adviser
Amanda lives in Bournemouth with her husband. They enjoy local beach life and are fans of football and athletics.
Amanda started her career in Financial Services in 1994 with Abbey National moving to Santander and Lloyds Plc in both mortgage advising and underwriting.
Her focus is on delivering a truly professional, timely and seamless service from application through to completion.
Amanda is naturally approachable and very thorough so you can ask her all the questions you need before she arranges your mortgage and any associated life insurance products.
Mohammed Amaan
Financial Adviser
Mohammed is a self-employed Mortgage & Protection Adviser who specialises in providing personalised, straightforward advice for first-time buyers, home movers, remortgages, and protection planning.
With a focus on making the process simple and stress-free, Mohammed takes the time to understand each client’s goals and provide tailored solutions that meet their needs. Friendly, reliable, and committed to excellent service, he supports clients from the first enquiry right through to completion and beyond.
Anna Andrews
Financial Adviser
Anna Andrews joined financial services in January 2017.
After successfully passing four financial exams she specialises in mortgages and protection.
Anna is currently studying to achieve a Diploma in financial services.
Anna has 3 children, she enjoys her family time and socialising with friends.
Courtney Barbour
Financial Adviser
I started my career in the financial services industry 16 years ago now, starting out with Bradford and Bingley before it was taken over by Santander
I have always had great job satisfaction in both helping my customers save themselves money and helping them reach their financial goals, being able to channel that through mortgage and protection advice (which is normally the biggest financial decision and commitment you will ever have) is a great feeling!
My customers often tell me that I make what can feel like a complicated, formal process, warm, friendly and human which is what I pride myself on.
I live in Hertfordshire with my husband and 2 year old son. When I’m not working you’ll find me spending time with my family. I would say my hobby is ‘holidaying’ as soon as I’m back I’m planning the next one!
Craig Blundy
Financial Adviser
Craig joined the Financial Services Industry in 2004 where he worked for Lloyds Bank for 11 years, before joining Aitana Financial Services.
He currently specialises in Mortgage and Protection advice for individuals and businesses.
Craig was born and raised in Sittingbourne and now lives in Rainham with his wife and two children.
He likes to play golf in his spare time.
David Pettitt
Financial Adviser
I have been in Financial Services for many years, offering professional, friendly and personal advice. I have a wealth of knowledge and experience which allows me to assist in achieving my clients’ goals. The aim is to be honest, efficient and approachable, helping people to attain their dream homes.
I live in Watford, with my wife and 5 year old son. I enjoy spending as much time as I can with the family, whilst I also enjoy a round of Golf.
Mobile. 07855 358840
Email. david.pettitt@aitana.co.uk
Lavleen Singh Chugh
Financial Adviser
I’m a Qualified Mortgage and Insurance advisor, with over 20 years of experience in the financial industry after a postgraduate degree from Coventry University.
I have built a career in customer-focused roles. My expertise lies in helping clients to make informed financial decisions tailored to their unique needs.
I’m passionate about providing the right financial advice, whether you’re looking to purchase a new property, remortgage your current home, invest in a buy-to-let, or secure insurance (such as mortgage protection or income protection).
Outside of work, I’m a passionate cricket fan and enjoy spending quality time with my family.
Feel free to reach out—I’m here to help.
Toby Cobb
Financial Adviser
I have worked in financial services for over 12 years and provide broad based advice, to all generations, helping them with practical solutions to the financial issues that concern them most. My advice covers almost all areas of wealth management including, retirement planning, wealth protection, savings and investments.
I became a financial adviser because I have a passion to help people make sense of their finances. I love building relationships with my clients and their families, to help them provide the foundation for their financial futures. In my spare time, I love cycling, and recently have completed a number of overseas charity cycles, for the Openwork Foundation Cares for Kids. I am also a keen mini-breaker!
Harry Cushion
Financial Adviser
He currently specialises in Mortgage and Protection advice, both for individuals and businesses.
Harry Lives In Taunton, Somerset with his Wife and Son and spends his spare time running around after a toddler and generally enjoying family life.
When he manages to get some time to himself he enjoys Cycling his bike too far away and up hills that are far too steep.
Kris Dabner
Financial Adviser
He currently provides advice on Mortgages, Protection, Pensions and Investments both for individuals and businesses.
When Kris isn’t at work he can usually be found either riding his horse, Vogue or walking his dog, Riley and if the opportunity arises spending time with his Wife.
Sarah Chittenden
Financial Adviser
Hi, I’m Sarah – I am a mortgage and protection adviser, with over 20 years’ experience in the housing & financial services sector. I am committed to giving best advice and providing a bespoke service to clients, enabling them to achieve their goals – whether purchasing or re-mortgaging.
I am also an approved foster carer and live with my long-term partner, Peter & teenage son, Rhys. We love the great outdoors and enjoy walking with our little dog Teddy. As a family, we enjoy short breaks away and days out.
Jemma Dean
Financial Adviser
I’m a qualified adviser in Mortgages, Protection and Equity Release.
I take great satisfaction in helping clients obtain the financing and security they need to purchase a property and the rewarding feeling of seeing them hold the keys to their new home. I enjoy building long-term, trusting relationships, ensuring the process is as smooth and stress free as possible by providing them with the knowledge and tools they need to feel confident throughout the entire process.
I live in London with my husband and 2 children. Outside of work I try to spend as much time as possible outdoors – You will find me on the bbq all year round whether it’s sunshine or snow!
Madison Edwards
Digital Marketing Executive
Tel. 01795 435094
Email. madison.edwards@aitana.co.uk
Ally Fang CeMAP
Financial Adviser
Tel. 07946223275
Email. ally.fang@aitana.co.uk
Alan Fletcher
Financial Adviser
He lives in Folkestone with his wife and son, and when time permits can be found at concerts, festivals, or travelling the US. An avid film buff – don’t get him started on movie talk!
Tel. 01795 435094
Mobile. 07823 440028
Email. alan.fletcher@aitana.co.uk
Orrelle Fletchman
Financial Adviser
Orrelle is a Seasoned and professional Mortgage & Protection Adviser based in Manchester serving the whole of the UK.
He has worked within the financial services industry for a number of years, helping families get the right things in place. I have now joined Aitana Financial Services where I am known for my passion and delivering exceptional levels of service and helping my clients realise their goals no matter how complex.
In Orrelle’s free time he enjoys playing sports (Badminton, Roller Hockey, Football) and staying active in the gym.
Please get in touch if you would like a review of either your mortgage or protection needs. I am able to arrange appointments to suit you, at your home or office, including evenings.
Tel. 07387 187108
Email. orrelle.fletchman@aitana.co.uk
Katia Ghambaryan
Financial Adviser
A graduate of University of Central Lancashire, Katia used her Criminal Investigation degree to form the earlier years of her career. She enjoyed successes in the law enforcement field, working within the Aviation Security Sector, then moving into a successful role with Greater Manchester Police.
Katia is fluent in Armenian and can get by with her knowledge of Italian and Russian. She has used these skills in translator roles too. In more recent times, Katia has found a passion in finances, and revels in finding the best deals in all aspects of her own financial life. She uses this same passion to give the best advice to customers, and enthusiastically searches to find them the most appropriate deal.
Alan Gledhill
Financial Adviser
Daniel Hawker
Financial Adviser
I love sports, especially football, rugby and UFC.
I like to spend my time off with my partner and 10 month old little lad.
Tel. 01795 435094
Mobile. 07496 128972
Email. daniel.hawker@aitana.co.uk
Michael Hawkins
Financial Adviser
When he’s not busy helping clients, he likes to play guitar, spend time with friends & family, and collect useless facts along the way.
Nathan Higginson
Financial Adviser
After 20 years in the Automotive Industry, I decided to join the Financial Sector and now work with Aitana Financial Services where I am passionate about delivering exceptional levels of service and helping my clients realise their goals.
Please get in touch if you would like a fee-free review of either your mortgage or protection requirements/needs. I am able to arrange appointments to suit you, at your home or office, including evenings.
Jefferson Ho
Financial Adviser
Hi, I’m Jefferson, a mortgage and protection advisor based in Sheffield. I started out with a degree in Financial Economics, but before joining the financial industry, I spent several years in the British Army as a Royal Engineer. That experience taught me discipline, reliability and the importance of being clear and straightforward.
Now, I bring those values into my work by making mortgages and protection simple and stress-free. I know how overwhelming the process can feel, so I focus on cutting through the jargon and giving clients the confidence to make decisions that truly suit their needs.
Outside of work, I’m passionate about traveling and exploring new cultures. Whether it’s hiking to the top of a volcano or just visiting a new cafe. Travelling keeps me curious and reminds me that every journey, financial or personal, is unique.
Curtis Holmes
Financial Adviser
Curtis is an award winning University of Kent Mathematics graduate and former teacher who focuses on making the process of buying a home and remortgaging simpler and stress free.
He has a background in the financial services industry providing advice for mortgages and insurances across a variety of providers while being based in an estate agency, as well being single tied while employed at HSBC. He has now taken the step to provide advice on mortgages and insurances through a self-employed means so that he can give his customers more of his time.
He is based in Thanet but also offers advice to those outside of his local area. Outside of work, he enjoys spending time with family and friends.
Eleanor Irving
Marketing Coordinator
Eleanor joined Aitana in 2025 after graduating from the University of Plymouth with a BSc (Hons) in Business Management and a 2:1 dissertation on social media marketing. She looks forward to using her business and marketing knowledge within the financial industry.
Eleanor lives in Faversham, having returned home after finishing University. She enjoys going to the gym, baking for friends and family, listening to music, and trying new foods. She also enjoys going on adventures, having recently gone on a hike through Dartmoor.
Parminder Singh Kalsi
Financial Adviser
I’m here to make money matters simple, whether it’s finding the right mortgage, protecting your family, or planning for the future, I give straight forward advice without the jargon. My aim is to support people in feeling confident and secure about their finances.
Nigel King
Financial Adviser
Nigel joined the financial services industry in 1999
He has held numerous positions throughout his career including senior management roles.
He has a wealth of knowledge in protection and now specialises in Mortgages and protection.
Nigel is based in Ipswich and in his free time enjoys travel and watching football when time allows.
Craig Mackay
Financial Adviser
Craig qualified as an Independent Financial Adviser in 1990 – having joined the financial services industry in 1987.
Craig was born in Dundee, however moved to study accountancy in Coventry in the 1980’s.
Craig currently lives in Sittingbourne, Kent, and regularly travels to Scotland to visit clients and family.
Craig has three children, three step daughters and two step grandkids. His hobbies mostly revolve around his two dogs, Beatrice the Schnauzer and Betty the Romanian Rescue Poodle.
Interesting fact, Craig’s second language is Danish.
Mobile. 07969 838279
Email. craig.mackay@aitana.co.uk
Surinder Mangat
Financial Adviser
Having researched various Financial Advice companies, she chose to join Aitana in January 2020 as she could see that they are truly client focused, transparent and have the same work ethics she values.
She gets enormous satisfaction from knowing and seeing people that she has provided advice and recommendations to:
How it helped them to; move home, carry out home-improvements, fulfil dreams and most importantly to have the protection to give them the peace of mind for themselves and their families for unfortunate events in life that may happen.
If you are considering any form of financial advice, it is important to speak to somebody who is honest, knowledgeable and understanding in order to obtain the right advice to meet with your personal circumstances, current needs and future plans.
Surinder is based close to Heathrow Airport with easy access to public transport and major motorway links. She has two grown-up children, and enjoys spending time with her grand-children, photography, travelling, dressmaking and is an active member of the Lions Club of Windsor.
Abel Middlebrough
Financial Adviser
I started in the Financial Services industry in 2019 when I joined Lloyds Banking Group, where I spent 5 years before joining Aitana.
I live in Lisburn, Northern Ireland with my wife and our 3-year-old Dachshund.
I specialise in Mortgage and Protection advice for my clients. What’s important to me is for my clients to get the right advice and for their needs to be supported.
Tel. 07928 908865
Email. abel.middlebrough@aitana.co.uk
Tendai Andrew Muti
Financial Adviser
Initially trained as an Economist, he opted to eventually focus on Financial Advisory work, which he enjoys to bits. He has worked in Southern Africa, Costa Rica and the United Kingdom.
Away from work he enjoys gardening and travelling.
Noemi Nuti
Financial Adviser
Noemi Nuti joined Aitana Financial Services in February 2025, bringing a fresh and insightful perspective to the team. After qualifying as a financial adviser in March 2024, she has dedicated her career to helping creatives navigate the financial world with confidence. Her goal is to make the process as smooth and stress-free as possible, empowering her clients to reach their financial aspirations.
Before transitioning into financial services, Noemi spent over 13 years as a professional musician, touring and performing internationally as a jazz singer and harpist. She has released two critically acclaimed albums and continues to share her expertise by teaching Jazz at the Royal Birmingham Conservatoire. Her first-hand experience in the creative industry allows her to provide financial advice tailored to the unique challenges and opportunities artists face.
Warm and personable, Noemi enjoys building strong relationships with her clients and understands the importance of balancing financial planning with a fulfilling creative career. Outside of work, she enjoys practicing yoga and spending quality time with family and friends.
Peter Opoku
Financial Adviser
Peter has a wealth of Management knowledge and experience in the Public Sectors as well, where he enjoyed the challenges of exceeding customer expectations .
He specialises in giving Mortgage and Protection Advice, and enjoys finding solutions to clients situations.
He lives in London with his wife and four children, he enjoys reading and spending time with his family
Adetoun Oyedipe
Financial Adviser
She specialises in Mortgage and Protection advice, both for individuals and businesses.
Adetoun is based in London.
She enjoys travelling and working with Charities.
Tracy Palmer
Financial Adviser
She has been employed with several UK Banks / Buildings Societies and an Estate Agents.
She joined Aitana in February 2019 to specialise in Mortgage and Protection Advice.
A single mum with two lovely children , who are her world, as well as a love for sailing and supporting Tottenham Hotspur!
There is also room for a few quizzes and some History.
Tel. 01795 435094
Mobile. 07456 755657
Email. tracy.palmer@aitana.co.uk
Arun Patel
Financial Adviser
In April 2008 to December 2018, I became the director of a wholesale Beverage company. I oversaw a sales team and developed strategies to contribute to the growth, profitability and success of the company.
From December 2018 to when I joined Aitana, I loved travelling to America, Europe and India.
With all my experience combined, I pride myself in cultivating honest and trustworthy relationships with clients, and I am detail-oriented and work hard to provide clear and concise financial knowledge. I will do my best to ensure a client’s personal needs and the current situation can support their future financial plans.
I am based in Leicestershire. Outside of work, I enjoy life’s simple pleasures. I enjoys going on long daily strolls with my wife. In addition, I like to explore the craft beer scene, especially when I get to travel and visit my daughter in Amsterdam. Finally, I have been a lifelong supporter of Leicester City Football Club, so a nice cold beer in front of a Leicester City game is a real win for me.
Kevin Peate
Financial Adviser
He has held numerous positions throughout his career including senior management roles.
He has a wealth of knowledge across General Insurances and now specialises in Mortgages and protection.
Kevin is based in Kent, married with 2 children and enjoys travelling and taking trips abroad and camping in his VW Campervan.
Paul Purkess
Financial Adviser
He has spent time working for banks and other advisory companies advising both personal and corporate clients mainly covering Pensions, Mortgages and Protection.
He is currently concentrating on building the mortgage and protection side of Aitana.
Tel. 01795 435094
Mobile. 07974 718491
Email. paul.purkess@aitana.co.uk
Eugene Rajaratnam
Financial Adviser
He is originally from Colombo Sri Lanka. Married with two grown up children he currently resides in Wembley South West London.
Before joining Aitana he worked for law firms for over 25 years as a management accountant.
He very much enjoys his current role as a financial adviser and is always very happy to go the extra mile to help the people he serves.
Away from work , he plays club cricket and is an ECB Middlesex cricket league umpire.
Tracy Ralph
Financial Adviser
I have spent my entire career in financial services, beginning with Beneficial Bank in 1996, before joining Abbey National in 1999 as a Mortgage Adviser, where I also completed my Financial Adviser qualifications. In 2003, I moved to Barclays as a Mortgage Adviser, where I remained until January 2025.
Supporting people has always been at the heart of everything I do, and I’m passionate about helping clients achieve their goals and make their dreams a reality.
I live in Dorset with my two children and a lively menagerie of pets.
Leon Roberts
Financial Adviser
He had worked in Manufacturing for 25 years and took a complete career change and studied his qualifications in Mortgage and Protection and also Equity Release.
He is born and bred in the Valleys of South Wales and has a son and step daughter.
Leon plays and watches Football and Golf and enjoys sport in General.
Arthur Saly
Financial Adviser
Art provides practical and tailored advice on Pensions & Investments and Mortgages & Protection, supporting both individual and business clients in achieving their financial goals.
Based in North London, Art entered the financial services industry in 2005 after earning an MBA in Financial Management in New York City. His career has included roles in investment banking, private client advisory, and several entrepreneurial ventures, giving him a well-rounded and insightful approach to financial planning.
When he’s not working, Art enjoys spending quality time with his family, playing a bit of table tennis, tackling chess puzzles, or just having a good chat with interesting people.
Mobile. 07950 610362
Email. arthur.saly@aitana.co.uk
Suresh Sippy
Wealth Adviser
Suresh (Sippy) has been a Financial Adviser since 1989 with the exception of a brief retirement in 2022. However, he realised that he still had a passion for advising so has now rejoined the industry he loves.
In his spare time, he does a bit of acting, reading and writing, having had 2 books published recently.
Mobile. 07931 561885
Email. suresh.sippy@aitana.co.uk
Jeremy Smith
Financial Adviser
I enjoy the outdoors, living within view of the Medway estuary. I also enjoy cooking and baking (my chocolate brownies and carrot cakes are to die for).
Tel. 01795 435094
Mobile. 07885 244161
Email. jeremy.smith@aitana.co.uk
Allan Stark
Financial Adviser
Kiratjot Singh
Financial Adviser
Louise Warneford
Financial Adviser
Louise had a successful career in the Armed Forces which spanned over 22 years.
On leaving the Armed Forces Louise decided to have a change of career and followed her passion for Financial Services, successfully passing her CeMAP qualifications in 2019.
She is very passionate about helping clients on to the property ladder.
Louise’s experiences in the armed forces, taught her the importance of protection and she is extremely passionate about helping clients chose the right protection for their needs.
Louise has one young son, 2 grown up stepdaughters and 2 grandchildren. She enjoys spending time with the family and taking their pet jack Russell on long country walks as well as camping, hillwalking and cycling
Tel. 01795 435094
Mobile. 07943 450084
Email. louise.warneford@aitana.co.uk
Darren Woodhams
Financial Adviser
He was born and raised on the Isle Of Sheppey and now lives in Walderslade with his partner and daughter.
In his spare time he enjoys sports and attending music concerts
Shaunagh O'Shea
Administrator/Financial Adviser
Tel. 01795 435094
Email. shaunagh.oshea@aitana.co.uk
Mike Barns
Financial Adviser
Mike has spent 20 years managing power generation facilities and his own property portfolio. In 2023 he changed careers and he became qualified in the financial sector, now Mike specialises in mortgage and protection advice.
He lives in Ashford, Kent and when he isn’t taking his French Bulldog “Boris” for a walk in the woods he can be found in his local gym talking to other members about mortgages in the pool and sauna!
Tel. 07305 396397
Email. mike.barns@aitana.co.uk
Victoria Quartey
Financial Adviser
Tel. 07860 830637
Email. victoria.quartey@aitana.co.uk
Jon Collinge
Financial Adviser
Jon is a Mortgage & Protection Advisor based in Farnborough, Hampshire.
He started his career at a Building Society before taking on a variety of roles at a major mortgage lender. In addition, he has experience working within the Housing and Property sector.
Jon is passionate about giving great service to his customers and gets satisfaction from helping people to meet their financial goals.
In his spare time, he enjoys sport and reading.
Tel. 07770 177976
Email. jon.collinge@aitana.co.uk
Robert May
Financial Adviser
Having started work within the finance sector back in 2017, I have been on an exceptional journey and dealt with clients from all walks of life.
There is no greater feeling than knowing you have been an integral part of helping your client, either purchase their first home, move home, purchase an additional property or remortgage on to a new rate.
I love hitting the gym, keeping fit, and of course following my local football team (greatest on the south coast).
Tel. 07590 019855
Email. robert.may@aitana.co.uk
Rahul Trivedi
CeMAP
Financial Adviser
Rahul is fully CeMAP qualified and joined the industry in 2021 after having completed his undergraduate degree from the London School of Economics (LSE) in 2019. No matter your circumstances, he will provide mortgage advice tailored to your individual needs to help you achieve your goals.
He enjoys taking the stress away from you and will guide you throughout the whole process from the start to finish, ensuring you obtain the most suitable Mortgage possible.
Outside of work, Rahul’s hobbies include keeping fit, travelling, spending time with his dog and playing sports, such as Football and Cricket.
Tel. 07852 153232
Email. rahul.trivedi@aitana.co.uk
William Jennison
CeMAP
Financial Adviser
I am William, a mortgage and protection adviser. I am here helping you on every step of the way, from you finding your potential home, to the day you hang your family photos in your new home.
Beyond mortgages, I understand the importance of protecting what matters most. That’s why I also specialise in providing protection advice, helping clients secure the right insurance policies to safeguard their homes, income, and loved ones against life’s unexpected twists and turns. I firmly believe in the power of education and transparency. Throughout the process, I make it a priority to empower my clients with knowledge, financial concepts and guiding them through every step of the mortgage and protection journey with clarity and confidence.
Tel. 07727 001124
Email. william.jennison@aitana.co.uk
Ryan Harika
CeMAP
Financial Adviser
Tel. 07739 06304
Email. ryan.harika@aitana.co.uk
Rupinder Innes
CeMAP
Financial Adviser
I am passionate about finding the best solutions for my clients’ Mortgage and Protection needs and look forward to building trusting and lasting relationships with them. I help my clients understand the products they choose and give them the right advice that will benefit them in the long run.
I have a background in both public and private sectors, and I have been working in the Financial Services industry for 5 years. I joined Aitana Financial Services to help clients with all their Mortgage and Protection needs. The best aspect of being an adviser is knowing you have helped a client with their immediate needs and given them the tools to safeguard themselves and their families for the future.
I am married with two children and live in Cambridgeshire, I love visiting different places, reading, and spending quality time with my family and friends.
Tel. 07394 070396
Email. rupinder.innes@aitana.co.uk
Jasmin Williams
Administrator
Jasmin recently finished her A Levels in the summer of 2024 and joined Aitana as an Administrator.
She lives in Faversham with her two cats, Lottie and Tilly and her dog, Rubin. In her spare time Jasmin enjoys cooking, reading, and spending time with the horses.
Tel. 01795 435094
Email. Jasmin.williams@aitana.co.uk
Stuart Howieson CeMAP CeRER
Financial Adviser
I joined Aitana Financial Services as a Mortgage & Protection adviser after previously being in the industry since 2020. I have a strong passion for property and love to help people on their journey to home ownership. I specialise in Buy to Let Mortgages and helping landlords reach their investment goals, having a firm interest in this area of the market has helped me in managing my own portfolio of Buy to Let properties since 2010.
I’m based on the south coast in Hove, although I tend to operate all across the UK. When I’m not working I’ll most likely be travelling or on the Golf course.
Tel. 07597 546609
Email. stuart.howieson@aitana.co.uk
Matt Edwards CeMAP CeRER
Financial Adviser
I understand that we live in a complex financial world.
Taking out a mortgage is, for most people, the largest and most complex financial commitment they will make in their lives.
I am keen to share my 37 years mortgage and protection experience with you, either face to face, remotely via Teams or even on the golf course.
My Services
Mortgages :- Whether you are looking to buy your first home, move to a new home, find a new deal on your current property, build a buy to let portfolio or discuss additional borrowing needs, I am here to help.
Protection:- Everyone’s financial situations are unique. I will work with you to understand your situation and help you create solutions to match your needs, be it income, family, mortgage or household protection. I can access high quality products from a range of providers.
Being part of one of the largest mortgage and protection networks in the UK I am not tied to one lender but have access to a wide panel of lenders including some deals you will not find on the High Street.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Tel. 07770 643788
Email. matt.edwards@aitana.co.uk
David Morgan
Financial Adviser
David qualified as an Independent Financial Adviser in 1992 after joining the financial services industry in 1987.
He specialises in mortgage and protection advice for both individuals and businesses.
Living in Bristol, he and his son are season ticket holders at Bristol Bears. When not watching the Bears, he can still be found on the touchline either supporting his son or his old boy’s rugby club.
Tel. 07721 624933
Email. david.morgan@aitana.co.uk
Ben Simmons
Financial Adviser
Ben is a fully qualified Financial Adviser, as well as a Mortgage and Protection Adviser, offering holistic advice tailored to each client’s unique goals.
With a particular interest in Inheritance Tax planning and long-term wealth strategies, Ben combines expert financial planning with practical mortgage and protection advice to help clients build, protect, and pass on their wealth with confidence.
Ben holds a degree in Mathematics, a background that fuels his enjoyment of the numbers and technical detail behind financial planning. Originally from Surrey and now based in Lincolnshire, he is passionate about delivering clear, honest advice that supports clients at every stage of life.
Outside of work, Ben enjoys Brazilian Jiu Jitsu (when he’s not injured!) and unwinding with his guitar or behind the drums.
Tel. 07427 237598
Email. ben.simmons@aitana.co.uk
Mohit Bhati
Financial Adviser
I’m Mohit Singh Bhati, a Mortgage and Protection Advisor with over eight years of hands-on experience in the financial services sector.
I focus on providing clear, tailored mortgage and protection advice that fits each client’s unique situation.
With a background in Finance & Economics (MBA) and certifications including CeMAP and CeRER, I’ve helped a wide range of clients navigate complex lending and protection needs. I’m committed to delivering advice that’s both practical and easy to understand. I take pride in building strong, lasting relationships through trust, attention to detail, and ethical practice.
Tel. 07921 514349
Email. mohit.bhati@aitana.co.uk
Patrick Williams
Financial Adviser
Patrick is a dedicated professional with over 20 years of experience working as a self-employed accountant. Throughout his career, he has developed a strong expertise in solving accounting and tax-related problems for a diverse range of clients, ensuring their financial matters are handled with precision and care.
In addition to his extensive self-employed experience, Patrick also spent three years working in a medium-sized accounting practice, broadening his industry knowledge and honing his skills in a collaborative environment.
More recently, Patrick has expanded his professional qualifications by becoming a qualified chartered financial adviser, earning an Advanced Diploma in Financial Advice (AdvDipFA) along with certifications as a Mortgage & Equity Release Adviser (CeMAP & CeReR). These credentials reflect his commitment to providing comprehensive financial advice to clients.
Outside of his professional life, Patrick enjoys staying active and engaging with his community. He is a keen participant in 5-a-side football, enjoys jogging, and values time spent enjoying nature walks. A passionate sports fan, he supports Manchester United, the Lionesses, and the Reggae Boys, connecting with teams that resonate with his interests and heritage.
Tel. 07432 604830
Email. patrick.williams@aitana.co.uk