Donna Murray, Founder
As a professional mortgage protection and insurance advisor, my mission is to provide first-class, honest and cost-effective advice for your mortgage and protection needs.
My experience has shown that there's rarely a one-size-fits-all solution, and my team, therefore, focus on creating tailor-made, personalised solutions for you. I provide advice to clients to help address their mortgage and family protection needs and my role as founder and adviser is to ensure that once you have invested in your home, you do not lose it to sickness, serious illness, death.
Our approach is straightforward. You tell us about your current situation, your financial objectives and when you want to achieve them. We develop a practical solution designed to help you meet those objectives. We will discuss the plan with you and agree on the course of action you want to take with jargon-free advice, now and in the future.
My team and I are CeMAP (Certificate in Mortgage Advice and Practice) qualified and registered with the Financial Conduct Authority.
Ian Angus-Felton, Mortgage & Insurance Broker
Ian brings to Greenshoots Financial over 25 years of experience as a Mortgage Broker in Falkirk, the Forth Valley region and beyond. With a laser focus on serving his clients, Ian's expertise and passion make him a sought after broker in his community and a valued Greenshoots team member.
Ian's core values are about his clients; he works tirelessly to make the process of getting a mortgage and associated insurance as seamless, stress-free as enjoyable as possible.
In his spare time, he is a Board Member for SMILE Counselling in West Lothian, coaches the Under 17's and Over 35's at Falkirk FC and enjoys long walks with his family and dog Harvey
Karen Phillips, Mortgage & Insurance Broker
Karen has over 32 years of experience working for a high-street bank and has a wealth of knowledge in the financial services industry. She started her career in customer services and worked her way up to personal banker, was appointed as a financial planner for over five years before becoming a senior mortgage adviser with the bank.
Tapping firmly into her background in financial planning, Karen is passionate about helping customers save money as well as being protected, and always makes sure they have a financial MOT.
Karen is local to Bathgate and knows the region, and many of the people which helps, particularly at a stressful time when people need to feel as secure as possible. Knowing Karen and knowing she understands their needs and the region is real support.
Married with one son, Karen loves to travel and go on lovely holidays!
Colin Cunningham, Mortgage & Insurance Broker
Colin has been in the financial industry since 1980 and worked with the Prudential for 21 years worked in pensions and investments, general insurance, mortgages, all protection needs, life, critical, income protection, during which time he won many awards for helping clients.
Colin has a keen sense of humour which he frequently brings to the Greenshoots team meetings! He takes part in many different charities, including helping supporters teams and the local football team Fauldhouse.
Colin is a people person and enjoys helping meeting their dreams and being part of the Greenshoots team. Added to this, he loves looking after his grandchildren as often as possible and enjoys family life.