The Levels Financial
The Levels Financial are a local firm, situated in the Somerset Levels and work with clients across the country. The company was founded in 2019 and has gone strength to strength by putting the client at their primary focus; doing the right thing to ensure they are in a position where they fully understand the advice they receive, making the process easier. The jewel in their crown is their uninterrupted streak of five-star online reviews from happy clients. It is testament to their passion for creating the best client journey they can.
Tom Horsey – Managing Director Tom’s career in financial services began in 2011, when he started a role in personal banking. He progressed to business relationship management banking for corporate and commercial clients, providing lending to support his clients in growing their businesses. He used this experience to develop and deliver a unique and personal service to a wide range of clients all with differing needs. In 2018 Tom decided to take a risk and created his own business, ensuring that its foundations were built on his ethos to deliver on his client’s needs
Connor Fitzgerald – Founding Director Connor began his career several years ago in the property industry, working for both corporate and independent estate agents. Since then, he has built a well-known reputation for his service, integrity, and effort, all of which he prides himself on. Recognising that everybody’s situation varies, Connor is driven in the pursuit of getting results, using not only his knowledge but determination to explore alternate avenues, whilst being flexible and accessible to his clients, who range all the way from first time buyers to experienced developers.
Luke Roff – Director Luke’s career in financial services began back in 2012, progressing his way to the highest calibre adviser status within the company, as a senior executive mortgage and protection consultant. Luke has joined The Levels Financial family as he shares the same ethos for providing professional, insightful, and honest advice, whilst also priding himself on customer service. Luke has an awareness of the local area, having advised on properties in Yeovil and the surrounding villages for a decade.
Beth Taylor – Office Administrator Beth has previously worked in residential sales, lettings and conveyancing, which sets her in good stead as our office administrator, providing support to our advisors and clients alike.
Edd Popplewell – Mortgage & Protection Adviser Edd has joined The Levels Financial Family after working for one of the largest property groups in the UK. During this time, he prided himself on consistently providing excellent customer service, going above and beyond for clients at every possible opportunity. The combination of his service driven mentality along with experience in the property industry means you will be in more than capable hands.
Michelle Martin – Mortgage & Protection Adviser Michelle started her career in the financial service industry back in 2008 working for a large high street bank. She quickly moved into a management role for several years, however missed the customer interaction side of the job. She joined The Levels Financial Family in 2021 as she wanted to be able to offer a wider range of products and services to her customers and be with them through every step of their mortgage journey.