Meet The Team

All about us.



Mobile: 07805 299948


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


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 and Protection Advisor

Mobile: 07506 957999


Paul joined the team in 2020, he brings with him a wealth of experience in mortgages, protection and the financial services industry complemented by a successful career in senior leadership within the retail sector. Degree educated and having lived in France, he displays great communication skills and a strong customer focus; always looking to ensure that his clients are kept up to date and receive the most suitable advice for their circumstances.

Based in Cheltenham, Paul is happy to travel to see clients. He has a wide range of knowledge and can provide advice on all types of mortgage and protection products.

After completing the CeMAP and CeRER qualifications, Paul has gone on to progress his professional development and is now working towards his diploma in the Financial Advice DipFA.

Head Office

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

01179 596446

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