WE ARE A YOUNG,
FORWARD THINKING FIRM.

THE DIRECTORS

Paul Gray

I am the first 3 in the 313.

I’m the other managing director and co-founder of 313 Financial, and the 313 brands. The main part of my job is to overlook, help & train / coach the team to ensure everybody is confident, happy and compliant with all aspects of their roles. We promote an energetic environment with lots of laughs and being part of that is the best job in the world.

I am a big believer in a positive mindset, and aspirations. I believe everybody should set goals, both long & short term, and strive towards achieving them.

Jordan Sanders

Hi, I’m Jordan Sanders and I am one of the managing directors at 313 Financial.

I am all about a positive mindset and I also believe in the law of attraction. However, this only works alongside hard work and a passion for what you do.

My main objective is continuing to grow 313 Financial. As of 2020 we are in the top 40 firms in our network and the aim is to be top 10 before the end of next year.

We have grown organically since we started and this is because we always do what is right for the client and are committed to providing the best service possible.

My main job is making sure everyone is performing to the best of their ability and with a smile on their face.

Team 313

Katie Crosby

I am a Mortgage and Protection Adviser at 313, and I also write Wills. I have been in the industry for 7 years now and I love that no 2 cases are ever the same. The best part of the job is telling your clients their mortgage has been accepted, especially when they are first time buyers. It is also great to know that when they move in, they are fully protected no matter what happens. I like to think that I make the whole process stress free and simple.

I live in Whitley Bay so I spend most of my free time on the beach, walking my dachshund or you can usually find me in a cafe or pub!

Stephen Dixon

Hi i’m Stephen the Protection adviser at 313.. I specialise in making sure our clients are aware of the different types of family insurance available. I specialise in making sure families are protected with the most comprehensive cover for cancer, sick pay and death cover.

 

Christian Shaw

My day to day involves helping people realize their desires and move into the home of their dreams. I also specialize in saving people money on the monthly mortgage cost.

Most importantly making sure people are properly protected so they get to keep their home should the worst happen.

Andy Lee

I am a mortgage and protection advisor with 313 Financial and provide advice and solutions for clients looking to purchase their first or a new home and to existing homeowners looking to re mortgage. I’m passionate about protecting my clients, families, mortgages and household income to ensure that their short and long term financial journeys are as smooth sailing as possible.

Courtney Simpson

My name is Courtney and I am a Case Manager at 313 Financial.

My day to day job consists of a few things – from completing mortgage, life and income protection applications for our clients to then continuously chasing lenders and insurers for updates on these cases.

I would say the most important part of my job is making sure our clients are getting the best possible service. This means, I am in regular contact with our clients to make sure they are updated throughout every step of the proces

Nicola Kellett

My name is Nicola and I’m the Account Manager at 313 Financial.

My day to day role consists of dealing with all the financial aspects of the business such as Bank reconciliation, preparing reports for the Directors and entering accounting information to the system. The main thing is that I make sure staff are paid! 😝

I help Jordan and Paul with anything they need to keep the business running smoothly, as they said when I was first employed, I’m their right arm woman! I deal with anything HR, also first point of contact for organising meetings, events and conferences as well as dealing with any technical issues, I don’t fix them, I just know who to refer the issue to.

Lauren Garden

I am a protection adviser and the best thing about my job is knowing that I am giving a family or individual financial security should the worst happen. I have seen how a death or critical illness in a family can affect you financially and it gives me peace of mind that I am helping people to avoid that happening.

In my spare time I love spending time with my twin girls, but we also love shooting and hunting as that is what I’ve grown up doing, with my father being a gamekeeper on a large shooting estate.

Josh Beswick

I’m currently in training as a Mortgage and Protection Adviser here at 313. I’m learning from the best and equipping myself with all of the tools of the trade that I need, to be to able help you and your families. If you’re thinking about mortgages, protecting your family or planning your estate – don’t hesitate to get in touch to find out how I can help.

Jennie Brookes

Hello, I’m Jennie and I am mortgage & protection adviser at 313 Financial.

My job is to guide clients through the home buying process, from booking a viewing to getting the keys to their new home.

I also ensure all the important insurances are in place to keep you in your home should any situation arise.

Buying a house is such an exciting time and my job is to make is as stress free as possible

Rachael Bolam

I’m a Mortgage and Protection Adviser at 313 Financial.  My job consists of finding my clients the best possible solutions to their mortgage needs and making sure that they are fully protected should the worst happen.  I feel very passionately about giving the best service I possibly can and saving people money while protecting and keeping their roof over their heads.

Damien Newton

My name is Damien and I am a Case Manager at 313 Financial.

I only joined the company in October of last year so I am still learning new things all the time as I am given more responsibilities from my Senior case manager Courtney.

My day to day role consists of a few different jobs – from assisting with mortgage, life and income protection applications for our clients and chasing our lenders and insurers for updates on the cases submitted.

I love the social aspect of my job, so I will check in with our clients regularly to make sure they understand fully what is going on at the different stages of their application.

So far I have loved my time at the company and cannot wait to continue learning and developing my skills in the financial industry.

Beth Sanders

Hi My name is Beth Sanders and I am the completion teams manager here at 313 financial.
My role is to ensure clients and their mortgage applications complete with no stress or hassle and as quickly as possible.
I also manage the insurance side of mortgages to make sure everyone has the correct policy in place.
I’ve never had a job quite like it, working with Jordan and Paul makes life a lot happier.
BEST. JOB. EVER.

Sam Dicken

Hi – my name is Sam and I am a Protection Advisor at 313 Financial.

My role within 313 is to provide you with the best advice regarding your estate planning and financial protection.

In real terms, I make sure that if the worst was to happen to you, you wouldn’t have to worry about your finances or financial security. This means you are able to concentrate on what is important in life i.e. focusing on recovering from an illness or looking after your family in difficult times. Not only that, I also ensure that your assets go exactly where you would want them to by providing wills and organising trusts.

I work closely with you as your Financial Advisor to make sure that you are protected, no matter what life has to throw at you. I also ensure this is handled swiftly and accurately, giving you and your family the best possible outcome.

Paul Cooksley

Having worked in the mortgage and protection industry for a number of years, I have gained a lot of knowledge and experience. I am dedicated to finding people the best possible deal and making sure families are correctly protected.

I keep my approach simple – I answer my phone and reply to emails. This isn’t a 9-5 job to me and I go above and beyond to ensure my clients receive the best service possible.

I am a dedicated family man with two young children who keep me very busy when I am not working! If I ever get time to myself, it is mostly spent watching sport….ideally my team Liverpool FC (but don’t hold that against me!)

Ashleigh Wiseman

I’m Ashleigh and I am the Compliance Manager at 313 Financial. My day to day role involves ensuring our advice complies with FCA regulations. I am responsible for checking the mortgage and insurance products offered to ensure we are meeting the needs of our clients and providing them with the best advice for their individual circumstances. This gives our directors the piece of mind that all of our advisors advice is to a standard that we expect at 313 Financial.

We love technology

We are committed to constantly developing our business and taking advantage of all of the amazing new technologies available to us as Financial Planners. From the very foundations of our firm, we were dedicated to using technology wherever possible to streamline our business since we know that if we can keep our costs low, we can keep our fees for our services low!

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Client Testimonials

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