Meet The Team

All about us.




Philip created the Kingsbridge brand to provide clients with expert advice which is individually tailored to the client and is presented in plain English. The team at Kingsbridge are all picked for these same qualities and it’s a testimony to the quality of the Kingsbridge service that all of our clients are introduced to us by way of referral or word of mouth.

Philip is a qualified financial advisor and provides a full financial planning service to his clients. Outside of Kingsbridge, Philip loves spending time with his family and makes sure that weekends are always free for his children. He hopes one day to be a published author and when he has five minutes enjoys listening to his vast collection of music.


Office Manager


Tracey had a very enjoyable and successful 30-year career with Nationwide Building Society, where she gained a lot of experience in financial services administration and management.  This background means that Tracey is able to support the Kingsbridge team in making sure that we give the best possible service to our clients and that the mortgage journey goes as smoothly as possible.  Tracey loves the variety of her role which includes administration, client liaison, compliance and supporting our team of advisors.

Outside of work, Tracey is married with a grown-up daughter and 2 pet poodles.  She enjoys long walks with her dogs, holidays in the sun and exploring European cities.


Mortgage and Protection Advisor

Phone: 01934 314295 (diverts to mobile when not at the desk)


Philippa has been working within the financial industry for over 20 years and has a wealth of experience in all areas of mortgage advice and mortgage insurance.

She has a real passion for service and ensuring that her clients are looked after not just throughout the immediate process but also into the future and no matter what the lending query, Philippa will always strive to help and advice for the absolute best outcome for her client.

As well as the day to day mortgage scenarios, Philippa is really passionate about helping with specialist areas of advice such as Help to Buy, debt consolidation, property development and limited company lending and any circumstances whereby the high street may not be so favourable.

Outside of work, hobbies include renovating her house, walking (with a very old and yappy dog!) and spending precious time with friends and family.


Mortgage and Protection Advisor

Mobile: 07771 615846


Carlie has worked in Financial services for over 12 years, in some of the world’s largest banks and building societies. This experience enables her to offer 1st class service to her clients with their best interest at the heart of everything that she does.

Outside of work, Carlie is a mother of 2 young children, Tommie and Joey and she enjoys spending her free weekends with friends and jet setting to new cities.


Mortgage and Protection Advisor

Mobile: 07375 576056


Michelle has worked in the mortgage industry since 1997 and so has a wealth of experience in helping and advising clients in all aspects of home lending and insurance/protection.  Michelle really enjoys building lasting relationships with her clients, who come back to her time and time again whenever they need her help and she is totally committed to providing an excellent service experience to every client, every time.

Away from the desk, Michelle enjoys long walks with her dog Jack and is a self-confessed chocaholic!


Mortgage and Protection Advisor

Mobile: 07711 110870


Julie has over 30 years’ experience in the mortgage industry.  She has worked in all areas of lending, from First Time buyer and home movers to dealing with self-employed customers and more complex cases.  She is driven to help people achieve their dreams of buying a new house or saving money on their mortgage.

Known by her friends and family for her honesty and caring approach, she will always strive to do the right thing for her clients and understands the importance of thinking long term, as satisfied customers will always return and recommend their friends and family.


Mortgage and Protection Advisor

Mobile: 07779 157444


Becky has worked in financial services for over 10 years, all with HSBC as both a mortgage adviser and a compliance officer.  Prior to that, she worked in estate agency and so this experience gives her a really broad knowledge of the lending and house buying process.

Away from the office, Becky is a busy Mum of two and enjoys going to the gym and spending time with her friends and family.


Mortgage Advisor

Mobile: 07932 092202


After graduating with a degree in Economics, I was part of the British Olympic team for Bobsleigh and Skeleton for 5 years and prior to this I was a member of the British Youth Sailing team.

Having a sporting background, where at my peak I was ranked Top 3 in the world, I have a high attention to detail and a passion to perform at my absolute best.

Having qualified as a Mortgage Advisor, I have the same desire to achieve high standards when it comes to finding the right mortgage for my clients and providing an exceptional level of service and advice.


Mortgage and Protection Advisor

Mobile: 07525 723036


I joined Kingsbridge at the beginning of March 2021.  I started my career with Nationwide Building Society at the tender age of 19 and I knew it was the right career for me as I loved helping customers and was fascinated with the mortgage world and all things mortgages and because of this interest and enjoyment of my job I continued to work there for 27 years. I left Nationwide in 2012 as a Mortgage and Protection adviser and took my knowledge and experience to C&G in this role for 2 years. C&G later changed its name and became a new bank known as TSB where I continued to work and went on to become the Bank Manager in both Weston super Mare and Cheddar branches.

I am passionate about customer experience and enjoy building relationships and getting to know my clients and there is nothing more rewarding for me to hear back from them about their experience and how I have helped them achieve their goals and dreams.


Mobile: 07912 225479

Mortgage and Protection Advisor


I have worked in financial services for over 20 years and have enjoyed a number of different roles within Mortgages and Protection that have given me the opportunity to develop my knowledge and expertise in lots of different areas.  I have been a qualified Mortgage Adviser since 2002 and love helping clients buy their dream home, get the best rate, save money and protect what’s most important to them. Providing an excellent, trusted service and knowing my clients and understanding their needs is my number one priority.

Outside of work I am a busy Mum of two young children and enjoy spending time with my family.  I love running and I’m involved with a local running group of women, encouraging and supporting them to stay active.


Mobile: 07596 568336

Mortgage and Protection Advisor


I joined Kingsbridge in July 2021 and I have worked in the financial services industry for over 20 years, most recently in TSB where I had a number of different roles including being an Area Risk Manager and other roles such as Bank Manager.

I am passionate and have the desire to give my clients an outstanding service and experience providing them with the right mortgage and protection advice to meet their needs and fulfil their goals. It is all about relationship building and taking the time to get to know my clients and giving them the right outcome which then in turn means they will come back to me every time they need advice and continue to recommend me to their friends and family.

Outside of work, I enjoy spending time with friends and family and making special memories along the way.

KIRSTIE (Based in Leeds)

Mobile: 07904 361671

Mortgage and Protection Advisor


I have over 10 years’ experience working in the Financial Services sector including roles in Financial Advice and Compliance for major International Banks.  I joined the Kingsbridge team so I can offer my clients a better service by being able to access mortgages from more lenders which allows me to find the right solution for them.  My passion is helping individuals and families to buy their dream home, making the process stress-free and as easy as possible, whilst also providing the peace of mind that they are protected in their home come what may.

As a busy mum of three boys most of my free time is spent on the sidelines of football and rugby pitches!

SARAH (Based in Leeds)

Mobile: 07734 034945

Mortgage and Protection Advisor


Sarah has over 18 years’ experience working in the Financial Services Industry.

She has worked as a Mortgage and Protection Advisor at HSBC, taking responsibility for her customers’ mortgage and protection needs. Receiving excellent feedback from satisfied customers.

She has also worked in Mortgage Compliance as a Quality Checker at HSBC. Following redundancy from this position, Sarah took the opportunity to join Kingsbridge in September 2021, based in the Leeds area.

She enjoys helping people to achieve their dreams and protecting the most important people in their lives. She is very approachable and is focused on delivering superior customer service.

Outside of work, Sarah is a real family person and enjoys going for country walks with her partner and children. She is an outgoing person and likes to entertain guests at home, which quite often involves singing on the karaoke! She is partial to a glass or two of red wine along with some cheese and biscuits. Her other interests include swimming, cooking and binge-watching T.V. boxsets.

LISA (Based in Leeds)

Mobile: 07981 374220

Mortgage and Protection Advisor


I have worked in financial services for over 23 years with my focus being on mortgages and protection, advising to clients and managing compliance risk across First Direct and HSBC.

More recently, I moved into the broker world and I’m now bringing my experience to Kingsbridge so that I can help you have a stress free, smooth process when arranging what is the biggest purchase we all make. I always go out of my way to ensure my clients feel secure and happy throughout the whole process.

Outside of work, I spend a lot of time being a mum taxi to my 3 teenage daughters and enjoy walking my dog, Mylo.

Head Office

Trym Lodge, 1 Henbury Road, Westbury-On-Trym, Bristol, BS9 3HQ.

01179 596446

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