Meet the Team
Dip PFS, Cert SMP
Certs CII & ER
Director & Adviser
Charlie has worked in Financial Services since 1998 and is an active member of The Society of Mortgage Professionals and was recognised as one of 3 finalists nationally, in the Personal Finance Society, Mortgage & Protection Advice Specialist of the year award 2019/2020.
Charlie can be reached on
Mortgage & Protection Adviser
Andrea joined Balanced having started her Mortgage Advice career in a large national estate agent. Andrea then moved into whole of market broking to allow access to a wider range of solutions for her clients. Andrea enjoys helping First Time Buyers achieve their dream homes.
Andrea can be reached on
Senior Mortgage & Protection Adviser
Paul joined Balanced having started his mortgage advice journey at a high street banking institution and later worked in specialist lending. Paul works with a keen eye for detail, a passion for quality advice and has an exceptional customer feedback rating.
Paul can be reached on