With over 20 years of experience in the finance and property industry, Paul is a seasoned expert in Mortgage and Property Purchase, and Personal and Business Protection. In today’s complex financial landscape, professional advice is more important than ever when making some of life’s most significant decisions. Paul understands this need and is dedicated to placing clients at the centre of everything he does.

He is committed to exceeding expectations and building lasting relationships with clients who return to him time and again for his trusted guidance and expertise.

Ed is a highly experienced professional in the financial services sector, with over a decade of diverse expertise. As a specialist in retirement planning, he is passionate about helping clients secure their futures with tailored strategies that align with their long-term goals.

Ed has previously excelled as an adviser support manager and paraplanner, consistently delivering positive outcomes for client before moving into an advisory role. His qualifications in Financial Planning (DipFA) and Mortgage Advice (CeMAP) enable him to provide comprehensive advice across various financial needs.

After spending much of his career in Cardiff, where he also attended university, Ed recently relocated back to Swansea to be closer to his roots and to raise his three young children near the beautiful beaches of Swansea and the Gower Peninsula. Outside of work, he enjoys exploring the outdoors with his family and has transitioned his competitive spirit from semi-professional rugby to the challenges and rewards of golf.

Claire is a seasoned finance administrator with extensive experience in managing financial operations and ensuring compliance within her organisation. Known for her attention to detail and commitment to excellence, Claire plays a crucial role in streamlining financial processes and supporting her team.

Outside of her professional life, Claire is a busy mother of two daughters who keep her on her toes. In her spare time, she enjoys capturing moments through selfies, staying active with her fitness routine,

Helen brings a strong numerical foundation to her role, having started her career teaching numeracy in schools. Her passion for numbers and problem-solving led her to explore the financial industry, where she gained valuable experience working at an accountancy and financial services company after moving from Swansea to Cardiff.

More recently, Helen took time away from her career to be a full-time mum to her three children. Now, with her children still young but starting school, she is eager to return to the financial sector. She is currently looking to engage in her mortgage qualification and looking to build her knowledge by supporting the advisers at Severn Financial by managing the crucial behind-the-scenes work that ensures excellent outcomes for clients.

Outside of work, now back living in Swansea with her husband and three children Helen enjoys spending time outdoors, particularly at local beaches in.  More recently she rediscovered her love for netball after not playing since her school days.

Alex, a property consultant with extensive experience, has been instrumental in driving success across the residential and commercial property markets. His expertise spans over two decades, marked by significant achievements including his role in guiding the sale of more than 1,000 new homes and involvement in over 50 land acquisitions, collectively valued at nearly £400 million.

Alex’s deep understanding of both residential and commercial sectors enables him to provide comprehensive guidance on New Homes, Land, and Sales. He remains committed to delivering exceptional results and fostering growth in property consultancy, with a keen focus on aligning market trends to client needs.

Alex lives in Watford with his wife and three children, staying closely connected to the community where he grew up.

With a solid background in property and mortgage financing, Jules has built a reputation for guiding clients through life decisions with skill and care. As a Business Development Manager at Severn Financial, Jules is passionate about helping people secure the financing they need to buy and protect their homes. Known for a client-focused approach, Jules uses her existing industry knowledge to create solutions that fit each client’s unique needs and financial goals.