About Expert Financial Whole-of-Market Mortgage & Protection Advisers in Cambridgeshire

Matt began his career as a stockbroker before moving into the property sector, where he saw a clear gap for reliable, straightforward mortgage advice. After many successful years working independently, he founded Expert Financial to offer high-quality, independent advice to a broader client base, supporting everyone from first-time buyers to experienced investors with complex property portfolios.

Sam began his career as a stockbroker before joining Expert Financial in 2013 and becoming Director in 2017. He is known for his commitment to high-quality mortgage advice and excellent client service, playing a key role in the firm’s growth and direction. Sam places strong emphasis on clarity and education, particularly for first-time buyers, helping clients understand their mortgage options before making important decisions.

Paul joined Expert Financial in 2019, bringing a fresh perspective and a strong commitment to client service. Over the years, he has become one of the firm’s most dependable mortgage advisers, known for his attention to detail, work ethic and consistently positive client feedback. Paul takes pride in guiding clients through the mortgage process clearly and efficiently from start to finish.

Gio joined Expert Financial with many years of experience as a mortgage broker and is known for his exceptional knowledge, particularly in more complex cases. Clients value his thorough, confident approach and his ability to navigate lender criteria to find the right solution. His experience makes him a trusted adviser for clients needing clear guidance in more challenging mortgage scenarios.

Bill brings decades of experience to Expert Financial, with a career that began in global financial markets. His deep understanding of economic cycles and market conditions gives clients valuable perspective, particularly during periods of change or uncertainty. Bill is known for his calm, measured approach and his ability to provide clear, thoughtful mortgage advice backed by long-term industry experience.

Elliot joined Expert Financial after several years working as a mortgage underwriter, giving him valuable insight into how lenders assess applications. He moved into mortgage advice to work more closely with clients and support them from the very start of the process. His underwriting background helps him spot potential issues early and keep mortgage applications moving as smoothly as possible.

Lucy is our resident in-house Protection Specialist and has developed her role within the business after previously working in the Case Management team. Her strong organisational skills, efficiency and understanding of client needs allow her to provide clear, well-structured support on life insurance, critical illness cover and income protection. Lucy helps ensure clients have the right protection in place alongside their mortgage arrangements.

Sam is our Office Manager and leads the Case Management team, helping to keep the business running smoothly day to day. With extensive customer service experience and many years with the firm, she plays an important role in supporting both clients and advisers throughout the mortgage process. Her leadership and organisation help ensure a consistent and efficient client experience.

Vic is a valued member of the Case Management team at Expert Financial, providing reliable support to both clients and advisers throughout the mortgage process. She is known for her positive attitude, strong work ethic and ability to help keep cases progressing efficiently. Vic plays an important role in delivering a smooth and supportive client experience.

Berni has joined the Expert Financial team as our Client Relationship Manager, bringing a wealth of customer service and financial experience, as well as a genuine passion for helping people.

She looks after our existing clients between mortgages, making sure completions run smoothly and staying in touch so every remortgage is dealt with at the right time.