Marquis Financial Services Mortgage and Insurance Advisors in Bollington, Macclesfield, Cheshire

Meet The Marquis Mortgage & Insurance Team

Tom Barrass

Managing Director and Senior Mortgage and Protection Adviser

Tom, together with Ian Pollock, established Marquis Financial Services in 2007. Having gained banking and mortgage experience at Royal Bank of Scotland, Tom was confident that giving whole of market advice as an intermediary and independent mortgage advisor would be a more fulfilling career. He helps clients to navigate through the complex web of mortgage products and access the most suitable product for their needs.

Tom enjoys playing golf and cricket in his spare time and is a member of Bollington Cricket Club’s first team.

Tom Barrass, Marquis Financial Services Director

Ian Pollock

Managing Director and Senior Mortgage and Protection Adviser

Ian worked with Tom Barrass at the Royal Bank of Scotland and together they decided to start Marquis Financial Service in 2007. From early days in the banking sector, Ian was recognised as somebody who provided exceptional customer service and became a customer facing adviser at a young age. He has used his customer service experience and vast knowledge of UK Mortgage Law to establish Marquis Financial Services where he has been the driving force behind the service provided ever since.

Ian enjoys spending time with his young family or otherwise can be found on the golf course with Tom!

Ian Pollock, Marquis Financial Services Director

Carly Warrington

Senior Mortgage and Protection Adviser

Carly joined Marquis Financial Services in 2011 after 3 years as a development manager for Santander Mortgages. With 15 years mortgage experience and a fantastic knowledge of the intermediary market, Carly offers an enthusiastic and accurate approach to mortgage solutions. Her biggest motivator is helping clients access the best deals in mortgages so that they can have homes that they enjoy.

The satisfaction of her clients is highlighted by the many testimonials and 'thank you' cards she has framed around the office!

Carly Warrington, Marquis Senior Mortgage and Protection Adviser

Richard Maxton

Mortgage and Protection Adviser

Richard joined from Co-Operative Bank in the autumn of 2015. He has a degree in Economics and Politics and has 25 years’ experience in the finance sector. At the Co-Op, Richard could only source mortgages from within their product range. Now, at Marquis, he is happy to be able to offer whole of market advice, ensuring that new and existing clients have a wide choice of products and lenders to suit their needs.

In his spare time, Richard’s hobbies include squash, ju jitsu, karate and he enjoys supporting England at rugby.

Richard Maxton, Mortgage and Protection Advisor

Clare McCurdy

Mortgage and Protection Adviser

Clare’s career, for the last thirteen years, has been in financial services and for the last seven of these she has been a mortgage and protection adviser.

She joined Marquis Financial Services in 2015 and has proved to be an outstanding asset to the team by delivering excellent service to her clients and being a supportive team player.

Clare McCurdy, Marquis Case Manager

Dianne Ellis

Mortgage & Protection Adviser

Dianne joined Marquis in 2015 as a case manager. Since then, she has qualified and been promoted to the role of mortgage and protection adviser. She enjoys the challenge of helping clients to obtain the best possible mortgage deal to suit their circumstances.

Prior to working at Marquis, Dianne spent fifteen years in estate agency in various roles, helping clients find their perfect home or extending their buy to let portfolio. Dianne’s enthusiasm and team working skills make her an excellent fit with the Marquis ethos.

Diane Ellis, Marquis Case Manager

Andrew Teeman

Mortgage and Protection Adviser

Andrew joined Marquis Financial Services Ltd in 2016. He is a passionate and driven finance professional with high levels of expertise in various aspects of the finance and business world. From an early age he began investing in property and this led to a career in the financial services sector where he has been working ever since. He first qualified as a Mortgage and Protection Adviser in 2004. Moving to Malaysia in 2008, during the global finance crisis, gave him the platform to sharpen his skills in a different environment.

Andrew returned from Singapore to the UK in mid-2015 and is particularly interested in providing a personalised mortgage and protection service to our clients in London and the South East.

Andrew Teeman, Mortgage and Protection Adviser

Sharon Hunt

Senior Insurance Adviser

Sharon is our most experienced adviser - she has been working in the financial sector for over 30 years. During this time she has participated in many roles from lending manager to customer and mortgage adviser and she also ran her own village post office for a number of years.

Her experience and broad knowledge of everything from the banking and insurance sector to running her own business gives Sharon a fantastic understanding of individual needs which she applies when making suitable recommendations for her clients.

Sharon Hunt, Marquis Financial Insurance Advisor

Sarah Ainsworth

Office Manager

Sarah has been with Marquis since 2013 and is the lady that makes everything tick! She liaises with clients, lenders and solicitors to ensure a smooth process from start to finish. With client satisfaction as her number one priority, Sarah is pro-active in anticipating and solving issues that could prevent a new mortgage from completing in a timely way.

During her career Sarah has worked for some of the UK’s top companies and is accustomed to working to the high standards that they demand. Her knowledge of lending processes and excellent organisational skills help to deliver a great service to all of our clients. In her spare time, Sarah loves to spend time in the great outdoors with her family.

Sarah Ainsworth, Marquis Financial Services Office Manager

Rachel Mallion

Case Manager

Rachel joined Marquis Financial Services in May 2016 from an estate agency where she was a Lettings Negotiator. This gives her an understanding on the Buy to Let Market and the priorities of the landlords for whom she worked.

She also has ten year’s experience in Public Sector Housing, giving advice to people in vulnerable positions. She is proud to have been part of a team that won a Beacon Award in 2003 for Trafford Borough Council’s Housing Department in recognition of their innovative housing advice.

Rachel Mallion-Case Manager

Danielle Andrew

Case Manager

Danielle has joined Marquis Financial Services as a Case Manager. Her role is to support the advisers by liaising between clients and lenders to ensure that mortgage offers are issued as speedily and painlessly as possible.

Previously, Danielle worked at another financial services company and at a contact centre for a major UK business process outsourcing firm. Danielle was awarded a degree in Forensic Psychology from University of Central Lancashire in 2012.

Danielle Andrew-Case Manager

Madison Smith

Administration Assistant

In 2015, Maddie completed a BTEC Level 3 Extended Diploma in Business Marketing and Management where she achieved a triple distinction. She joined Marquis Financial Services as an Administrative Assistant and is enjoying putting her knowledge into practice.

During her time at college, Maddie had a part-time job working in a pub where she learnt the importance of team working to keep customers satisfied. She has also worked in retail, giving advice to customers and managing stock levels.

Madison Smith - Administration Assistant

Jill Dooney

Operations and Compliance Manager

Jill joined Marquis in the spring of 2015 to help the growing business to define and improve business processes. The thinking behind this is that efficient and error free processes will ensure client satisfaction – the number one priority of the business. Jill also takes care of staff induction, training and appraisal and ensures that the company’s compliance responsibilities are fulfilled. Prior to joining Marquis, Jill was a business improvement consultant and project manager.

Jill’s spare time is spent planning trips to far away locations or going on them!

Jill Dooney, Marquis Operations and Compliance Manager