Independent & personal service
98% SUCCESS rate
Access to 1,000+ MORTGAGES
5 star reviews
  • Independent & personal service
  • 98% SUCCESS rate
  • Access to 1,000+ MORTGAGES
  • 5 star reviews

meet the team

Your specialist Cheltenham mortgage brokers, always at your service.

Since founding The Mortgage Branch in 2017, directors Miles Wallace and David Knight have assembled a passionate team, all dedicated to making home-ownership possible for our customers, doing better than our rivals and paying back our environment.

Call us today, and put yourself in the best hands in the business.

The Mortgage Branch, Team Photo

Ever since I started working, I wanted to provide people with the utmost service. This developed when I helped start my Dad’s business at the age of 16. I quickly realised there are many competitors out there, but very few can provide a service which can be relied on every time, and this is what I wanted to create with The Mortgage Branch.

I have been in the Financial Services industry for the past 14 years. Throughout this time I have worked across much of the South of England and held a wide variety of positions that have given me a wealth of knowledge and experience in all aspects of Financial Services.

I enjoy helping first-time buyers through their first purchase, to seasoned professional landlords and developers secure finance for their next project and am always available outside the usual 9-5 – if there ever was such a thing.

A lifelong Cheltonian, I enjoy all our beautiful area has to offer and am particularly proud of how we at The Mortgage Branch plant a tree for every mortgage that completes.

I run every day, and weekends with a young family are filled with their sporting activities and entertaining friends.

I have worked in financial services for three and a half years, predominantly working as a mortgage underwriter for a major building society. I have also previously worked in the insurance industry and as an account manager.

I have been in the Financial Services Industry for the majority of the last thirty years having started work at Lloyds Bank when I left school and then moving on to work at the Head Offices of both Chelsea Building Society and C&G.

I have worked in financial services since 2011 and have been a qualified mortgage advisor since 2011. For the majority, if this time I have worked through an estate agent, therefore this has given me the specialised knowledge to help investors increase their property portfolio to those looking to buy their first home.

I have been in financial services for just over 15 years working with both investments and mortgages but focused on mortgages for the last 10 years. I have dealt with, and deal with, anything from 1st time buyers, home movers, re-mortgages, Buy to Lets to development finance.

I have been working in the Financial Services industry for the past 6 years, the last 4 of which have been as a Mortgage Advisor, helping those from all walks of life secure mortgages on their homes and investment properties.

Jenny Lindoe

Jenny Lindoe

Mortgage Administrator
I’ve worked in Financial Services since 2001 for a number of different banks, building societies, and mortgage providers as a Mortgage Advisor and as a Manager in which period I obtained my CeMAP qualification. Currently, I help process mortgage applications for the team.
Victoria Llewellyn

Victoria Llewellyn

Commercial Mortgages Assistant
I have worked in financial services for over fourteen years with years of extensive knowledge of supporting finance through to completion. Understanding the support and bespoke service required to get each deal through to completion is where my dedication lies. Outside of work, I enjoy being outdoors with my young family and renovating my home.

Joanne Gibbons

Mortgage Administrator
I have been working in the mortgage world for nearly 18 years, the last 16 years I have been with TSB (previously owned by C&G) I have worked in all aspects of mortgages and gained a vast knowledge within. Outside of work I spend my time with my family, walking the dogs and I’m also a keen gardener.

Samantha Etienne

Mortgage & Protection Advisor
I have worked in the financial industry as a Mortgage and Protection advisor for 12 years, predominantly based in estate agents. Working as a whole of market broker this has given me the extensive knowledge and experience to provide an excellent and understanding nature for all types of clients and situations.
a new breed of independent mortgage brokers

Why choose The Mortgage Branch?

At The Mortgage Branch, we’re dedicated to bringing you home. Based in Cheltenham Spa – and working across the South West – we’re a new breed of independent mortgage brokers, combining deep sector knowledge with true round-the-clock service and a social conscience. For us, finding you the right mortgage is more than just a box to be ticked. It’s a personal journey that we’ll take alongside you, every step of the way.

Perhaps you’ve struggled to secure a mortgage due to your personal circumstances, or been left frustrated by the rigid one-size-fits-all protocol of the big high street brokers. The Mortgage Branch does things differently.

24/7 personal service
We start with a friendly meeting to understand your individual ambitions, followed by committed 24/7 personal care with consultations to suit you – whether that’s before work, at the weekends, or even on bank holidays.
We go the extra mile
Our team thrives on the challenge of finding mortgages for clients who don’t tick traditional boxes – from self-employed and self-builders to high net worth individuals and holiday lets.
Access to 50+ lenders
We hunt far beyond the traditional high street mortgage providers, tapping into our network of 50-plus specialist lenders and finding the mortgage that’s made-to-measure for you.

To discover your options, call us today on 01242 696 235 or email

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