Meet the Team

We are a competent and experienced team, committed to supporting our customers with honest, genuine and straightforward finance advice and guidance.

Phill Green

Founder & CEO​

Looking after two toddlers plus Chloe the dog, Phill is used to finding solutions in challenging situations. 

Working in financial institutions including 16 years in Lloyds Banking Group across a variety of roles, including Retail Director and Head of Telephone Banking, Phill brings a wealth of industry experience.

Outside work, Phill enjoys most sports, in particular following Rugby League and Leeds United.

Sarah Johnston

Mortgage & Protection Advisor

Working as an insurance broker, Sarah’s background, has focused her on delivering the highest levels of customer care, which combined with her relentless determination, ensures she often finds solutions to the most challenging loan and mortgage situations.

Sarah values her family and friends and works hard to ensure her customers can do the same by reducing many of the money worries that can be damaging to relationships.

Often getting Phill into trouble, Sarah is a force, not to be reckoned with!

Jon Milne

Mortgage & Protection Advisor

Jon has been in the financial industry since 2013, working at Lloyds Banking Group & Sequence.

Jon started his career in mortgages by helping customers who were struggling to repay their interest-only mortgages.

Jon’s main passions include travelling and animals. He has travelled extensively around Europe and Asia and plans to continue visiting different corners of the globe.

Married to Elli, who is currently pregnant with their first child, their Bengal kitten Tirion (who Jon describes as destructive, psychotic but utterly adorable) and their tropical fish.

Rebecca Osborn

Mortgage & Protection Advisor

Rebecca’s background, has been mainly within customer focused roles in Mortgage and Financial Advice, or Marketing and Sales. Meaning she puts the customer first and strives to find a suitable solution in the most challenging situations, a career spanning over the past 18 years.

The main reason Rebecca got into Mortgage Advice was for the satisfaction of helping customers that are really in need of a solution that could ultimately change their lives for the better.

In her spare time, Rebecca looks after her 2 children and tries to fit in DIY. And on fair weather days you will find her rambling somewhere in the Yorkshire Dales. She also enjoys spending time in Turkey at her parents home and mucking about on boats

Jatinder Jabbal

Mortgage & Protection Advisor

Having been surrounded by the property & financial market since being a young boy in the family business, Dan has forged his career as a Mortgage Advisor with his CeMap and CeRER qualifications alongside his Business Management degree.

Dan has substantial knowledge regarding the Greater Manchester and Lancashire regions.

A huge fan of MotoGP and an avid Manchester City supporter, Dan enjoys spending his weekends away at his static caravan in the Yorkshire Dales with his partner and children.

Richard Robinson

Mortgage and Protection Advisor

Richard has forged his reputation through hard work and commitment starting as an Estate agent in 2007 following some sales roles and working towards his career as an advisor. His passion for delivering on behalf of his clients is unrivalled and he relish’s the challenges faced by prospective clients.

He spent many years as a specialist in the protection industry working along side market leaders and has been instrumental in developing new advisors to deliver the High quality advice as expected by the financial conduct authority. Having successfully managed teams of advisors Richard rekindled his passion for his clients and decided to go back to what he loved most, delivering for his customers.

He lives a very active lifestyle and rarely sits still. His children are his first love shortly followed by motorbikes. Between work and his family he somehow finds the time to manage a junior league football team, whom were crowned Champions 2019/20. With a tenacity for his work, it’s hard to imagine his big heart but he clearly manages to make it all work, somehow.

Rachel Haley

Mortgage and Protection Advisor

Rachel has over 10 years experience in customer service and financial solutions. Having worked in debt collection complaints she has a real passion for helping customers.

In January 2019 having completed CeMap, Rachel made the change from banking to equity release mortgages.

Living with partner and builder, Rob, in their first home and first-time mum to their son Logan and step-mum to Emily, Rachel spends much of her time on family activities. In her free time, she enjoys spending time in the gym, cooking and watching films.

Georgie

Mortgage and Protection Advisor

Georgie wanted to do something completely different after having a career break to have her son, completing her Certificate in Mortgage and Protection Advice and joining trufe.

Georgie knows the Cambridgeshire area well; having grown up in St Neots, went to college in Cambridge and now live in the lovely town of Godmanchester.

In her spare time, Georgie is often found walking around the nearby country parks like Godmanster Riverside or Hinchingbrooke Park in Huntingdon with her family.

 

Ben

Mortgage and Protection Advisor

A mortgage and protection professional for more than 10 years, Ben looks to use his extensive knowledge and experience to help customers for trufe. Ben has substantial knowledge regarding Essex and the Greater London regions.

He also rocks out playing guitar and vocals in his band, where his biggest fans are his wife and three kids.

 

Dan

Mortgage and Protection Advisor

Having been surrounded by the property & financial market since being a young boy in the family business, Dan has forged his career as a Mortgage Advisor with his CeMap and CeRER qualifications alongside his Business Management degree.

Dan has substantial knowledge regarding the Greater Manchester and Lancashire regions.

A huge fan of MotoGP and an avid Manchester City supporter, Dan enjoys spending his weekends away at his static caravan in the Yorkshire Dales with his partner and children.

Keeli

Mortgage and Protection Advisor

Keeli joined trufe. after being in the finance industry since 2014.

Based in Doncaster, Keeli loves to travel and explore the Yorkshire countryside; including relaxing holidays by the beach, coastal breaks or European city trips soaking up the culture. On weekends you’ll usually find her on outdoor adventures or picnics with the boys.

Donna

Mortgage and Protection Advisor

Donna has worked in Financial Services for 20 years and strives to simplify the mortgage process for every client.

You can usually find Donna at the weekend walking her cocker spaniel Lexi, or running around after her tortoise, Stella!

Donna’s loves going on holiday and her favourite place to travel is Greece. 

Liam

Mortgage and Protection Broker

Liam has a wealth of experience which has been built working within estate agency. His specialist knowledge in New Builds comes in handy – in particular with first time buyers!

Liam is a real people person and finds it the most rewarding when the client is picking up their keys to their dream home or saving money to put towards something that matters to them.

When not in work Liam is a sports enthusiast, either out on the golf course or watching football or American football. He can also be seen out exploring in Scotland with his partner and 2 dogs, Talisker the Dalmatian & Bear the Chow (who has quite the following on Instagram!)

Amanda Fay

Mortgage Associate

With over 22 years experience in Customer Service roles, Amanda is ensures excellent customer satisfaction throughout your journey with trufe. 

Away from trufe, Amanda lives with her two children and a house bunny named Clover. She spends most weekends on a muddy field watching her son play football and rugby for his local teams.

Amanda loves interiors and home renovation projects! She can speak from personal experience, just what a difference equity release can do for transforming a home and adding value to a property.

Cat

Mortgage Associate

Cat is a mortgage associate at trufe. Having worked in financial services industry for 6 years, Cat is fully CeMap qualified. She is on hand to answer any questions you may have or offer progress updates, anything you need; she is here to help!

Based in Doncaster, Cat loves family time, spending time with friends and going on holiday.

Jade

Mortgage Associate

Having worked in financial services industry for over 10 years and CeMap qualified, Jade joins us as a mortgage associate at trufe. Jade will be here to assist and support brokers and clients throughout their mortgage application. 

Jade has 2 children and loves spending time with her family and friends.

Damian

Apprentice Business Administrator

Damian is our first Apprentice at trufe. and he is already an integral part of the team.

Having joined as an Apprentice Business Administrator Damian spends his time supporting our back office functions to keep our Brokers available to speak to our clients when they need us. We are hugely proud to be supporting Damian’s Apprenticeship and career into the Mortgage Broker Industry, we are also very excited about his future.

Outside of trufe. Damian is an active Rugby League Fan and player who is happiest on the pitch playing or in the Gym training.

5/5

"Friendly, Professional & Great to Work with!"