Meet the team

Our founder

Meet Joe

He has devoted his whole career to property. Passionate about delivering great customer service, Joe’s friendly and straightforward approach is backed by a wealth of experience. Based in Yeovil yet operating Nationwide, Joe and his team have clients all over the UK.

 

He prides himself on getting to know his customers and finding out what is important to them. This allows him to offer the best advice. From dealing with purchase and remortgage clients to helping investors build their portfolio, Joe has the expertise.

 

Away from work, you’ll find him playing golf or watching Yeovil Town FC. Joe lives in Yeovil with his wife Emma, Son Luca and their dog Nellie.

Senior Mortgage & Protection Consultant

Meet Callum

With over 13 years of experience in the Dorset property industry, including the last 8 years specialising in mortgages, Callum is passionate about helping clients navigate the home-buying process with confidence. He prides himself on delivering excellent customer service and enjoys finding solutions for even the most complex or tricky mortgage cases.

 

Whether you’re a first-time buyer, moving home, or remortgaging, Callum aims to make the process as smooth and stress-free as possible while providing honest, straightforward advice every step of the way.

When he isn’t writing mortgages, Callum enjoys socialising with friends, keeping active in the gym, and supporting his local community rugby club, where he played growing up. Rugby has always been a big part of his life and has helped shape the teamwork, commitment, and people-focused approach he brings to both his personal and professional life.

Away from work you will find Callum on the golf course, watching rugby and socialising with his friends and family.

Trainee Mortgage Consultant

Meet Josh

With a background in the NHS, Josh brings a strong level of organisation, attention to detail, and a calm, supportive approach — all essential in helping things run smoothly behind the scenes.

 

He’ll be playing a key role in supporting both our clients and advisers throughout the mortgage process. Josh is also currently working towards qualifying as a Mortgage Adviser, with the aim of completing his qualification by winter and progressing into an advisory role within the business.

Mortgage & protection consultant

Meet Cassandra

Cassandra has worked in Financial Services since 2009, bringing a wealth of experience and a genuine commitment to delivering exceptional customer service. She takes the time to understand each client’s circumstances, ensuring they receive clear, accurate advice tailored to their individual needs.

Whether you’re buying your first home, moving house, remortgaging, or simply reviewing your existing mortgage, Cassandra is dedicated to making the process as smooth and stress-free as possible. With a friendly and professional approach, she provides clear guidance and support every step of the way, helping you feel confident in your mortgage decisions.

On a personal note, Cassandra is married to Adam and together they have two young children. Outside of work, she enjoys spending quality time with her family and friends, creating special memories along the way.

Excellent client relations

Why choose us

We pride ourselves on offering outstanding service to our clients, making the process as easy as possible.

We understand the stresses and pressures of making decisions regarding finances, and whether you are a first-time buyer, home mover or property investor we will offer professional, efficient, and straightforward advice throughout.

Want someone in your corner?

Let us help you: 01935 726 363

joe@ taylorandcofinancial.co.uk
Mon – Fri 09:00-17:00

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