Chartwell Funding, your mortgage experts

With over thirty-five years experience in Financial Services, Robert established Chartwell Funding in January 2007 and has steered the business through numerous ups and downs in the financial markets. Robert still enjoys the buzz of helping his clients find a solution to their borrowing needs and thrives on helping second generation clients get on the property ladder. In his spare time Robert is a keen cricketer and enjoys trying new food.

Mark has over twenty-four years experience in the financial services industry and joined Chartwell Funding in 2015 as Sales Director, tasked with growing the Company’s reputation in the emerging markets. Having spent over twelve years working for one of the largest mortgage brokers in the country, Mark has used this experience to grow our offering in the New Build and Affordable homes sector of the market, whilst improving our profile in the High Net Worth and specialist areas (credit impaired, bridging and commercial finance). Outside of work Mark is a keen football fan and enjoys spending time with his family.

Duncan qualified as mortgage advisor whilst playing professional rugby for Bath and England. After retiring in 2013 he joined Chartwell Funding to develop his knowledge and experience of all types of mortgages. As one of Chartwell Funding’s Director, Duncan divides his time between advising clients and maintaining corporate relationships with Banks and introducers. Away from the office Duncan now enjoys watching rugby, playing golf and entertaining his family.

Matthew is an Associate Director at Chartwell Funding and divides his time between advising clients and looking after a team of advisors. With over twenty-three years’ experience in the financial services industry, Matthew specialises in Bridging Finance and loves the challenge of the variety of clients we cater for. When he’s not at work, Matthew likes exploring with his family, watching sport and making home-brewed cider.

Amy has been in the mortgage industry since 2011 and is Executive Assistant to the Directors at Chartwell Funding. She is responsible for the day-to-day running of the office, organising the Directors and handling HR & Compliance matters. Amy is also tasked with working closely with our charity of choice to maximise donations and in sorting out the legendary annual cricket match against our suppliers. In her spare time Amy enjoys photography, spending time with her family and visiting new places.

Isobel has been working for Chartwell Funding since October 2019 and divides her time between managing the administration team and looking after Robert’s clients. Izzy is tasked with ensuring her team work closely with their advisors to help progress mortgage applications in a timely manner and provide a smooth process for our clients. Izzy is also very keen on upping the Companies Social Media profile and regularly posts updates on how we are doing. Outside of work she enjoys going on holiday, listening to music and going to festivals with her friends.

Simon has worked in financial services for over thirty years and specialised in mortgages since 2001. He deals with residential and buy to let mortgages but also specialises in bridging finance, second charge loans and helping clients who’ve experienced credit issues in the past. Simon enjoys finding solutions to what can be complicated propositions. Outside of work Simon enjoys meeting up with family and friends, watching sport or films and listening to music.

Tristan has over twenty-one years of experience in the financial services industry and joined Chartwell Funding in 2019 to further his knowledge. Tristan previously worked for a large mortgage brokerage where his specialisms included impaired credit on residential and buy to let mortgages. Tristan works hard to assist new customers arranging bridging and shared ownership finance in addition to continuing his work with clients who require his credit impaired knowledge. Outside of work Tristan enjoys DIY, art & design and being in the great outdoors with his family.

Shaun has been advising on mortgages and protection policies since 2002 and specialises in helping clients with impaired credit. He gets job satisfaction from obtaining finance from the specialist lenders for the more complex scenarios and ultimately from helping his clients get back with High Street lenders/rates. In his spare time he enjoys listening to music, watching almost every sport and sampling rums from around the world.

Chris has over twenty years of experience in mortgages and protection and is part of the advisory team at Chartwell Funding. He prides himself on finding the right package of products for his clients to achieve their individual goals. Outside of work Chris loves watching films with his young family and playing darts for his local team.

Kenny has over twenty-five years' experience in mortgage services and specialises in credit repair mortgages. He has experience in dealing with all mortgage types and loves getting his teeth into unusual mortgage scenarios. Kenny prides himself at looking at a total solution for his clients and not a quick fix, as sometimes the easiest solution is not the best one. Away from work Kenny enjoys travelling with his family and is a passionate rugby and football supporter.

Dan has been advising in the mortgage industry for fourteen years and has specialised in assisting clients with less than perfect credit scores for the last seven. He also assists with mainstream residential, buy to let mortgages and bridging finance - where he aims to remove the stress and hassle from the application process. He prides himself on being there for his clients throughout the process and in his spare time he enjoys watching all sports and cycling.

Kane is a dedicated Mortgage Adviser with two years experience helping clients find the right mortgage options based on their personal circumstances and long-term plans. Prior to his role in mortgages, Kane spent eight years in car sales, where he developed a strong ability to build trust, understand customer needs, and perform under pressure while maintaining a high standard of service. Those skills were transferrable and he now brings that same client-focused approach to the mortgage process, making it straightforward and stress-free. Kane is a devoted ice hockey fan, following the Bristol Pitbulls up and down the country, and keeps fit with regular gym sessions.

With over eight years of experience in the finance industry and five years specialising as a mortgage adviser, Carl helps clients navigate the home-buying journey with confidence and clarity. He is passionate about finding tailored solutions that suit everyone's lifestyle and is particularly keen on helping Shared Ownership clients with their original mortgage and staircasing needs. Outside of work, you’ll find him watching Newcastle United or planning his next travel adventure.

Jordan has seven years experience in the insurance industry advising clients on suitable insurance and protection products. He prides himself on knowing that he’s providing families and businesses with the best and most suitable protection products available on the market. In his spare time Jordan enjoys socialising with friends and family and watching movies.

James joined Chartwell Funding in July 2022 and has been working in the financial services for nearly ten years. James originally worked as a mortgage adviser but decided to specialise in protection as he found the challenge more exciting. He aims to help all his clients by spending time getting to know them and their circumstances. Outside of work James likes sports, travelling and meals with his family.

Ollie has been working at Chartwell Funding since May 2022 and is a member of the Protection team, working as a Paraplanner. Ollie assists new and existing clients that are introduced to the Protection Team and likes to ensure their financial protection experience is second to none. Outside of work Ollie enjoys going out with his friends and participating in a variety of different sports.

Harry is a member of the administration team and joined Chartwell in July 2020. He currently works alongside Carl and Duncan to help ensure smooth processing of their mortgage applications through to offer and completion. In his free time Harry enjoys playing and watching football along with friends.

Josh has been working at Chartwell Funding since October 2019 and is a member of the administration team. Josh works alongside Chris, Kenny and Tristan to progress their applications as quickly and efficiently as possible. He strives on providing great customer service to all his clients and loves getting feedback on our review pages. Outside of work Josh is a keen football fan and enjoys spending time with his friends.

Emily joined the team in July 2020 and completed her business administration apprenticeship with us. Emily has the intricate task of submitting our mortgage applications with lenders, ensuring they are keyed accurately and in a timely manner. Outside of work she enjoys meeting up with friends, shopping and listening to music.

Abi has been working at Chartwell Funding since October 2023 and is a member of the administration team. Abi specialises in assisting new clients looking to secure bridging loans and second charge mortgages, tailored to their unique needs. She also works alongside Matthew and Dan in the progression of their mortgage applications. Outside of work, Abi enjoys going on walks and socialising with friends.

Star has been working at Chartwell Funding since September 2022 and is a member of the administration team. Star works alongside Shaun, Simon and Kane to progress their clients’ applications as quickly and efficiently as possible and prides herself on providing great customer service to all her clients. Outside of work Star likes to read and travel with family and friends

Callie has been working at Chartwell Funding since July 2023 and is part of the administration team. She is the first point of contact for most new clients that have been introduced to us through our partner companies, making sure their mortgage application journey is smooth, efficient, and stress-free. Outside of work she enjoys reading and catching up with her friends.

Amelia is completing her business administration apprenticeship at Chartwell Funding and joined the administration team in November 2024. Amelia assists new clients that are introduced to the business from the various companies that we work alongside to ensure their initial experience of Chartwell Funding is second to none. Outside of work Amelia enjoys seeing friends and going on holiday.

Charlie has recently begun working for us as part of his business administration apprenticeship. He will be working alongside Daniel as an Administration Assistant, striving to give an unrivalled mortgage journey (his words – not ours!). Out of the workplace he enjoys going on holiday , playing football, and seeing friends.