Paul started his financial services career in 1989, Paul deals with all the mortgage requirements of his clients such as purchases and re-mortgages. He is also a specialist in buy to let mortgages and corporate buy to let mortgages. Paul is a Member and season ticket holder with Exeter Chiefs and is Vice President of Withycombe Rugby Club.

Llywelyn is an experienced financial adviser who specialises in investments and retirement planning. Llywelyn places his clients at the centre of his advice; working together to achieve their financial goals. Llywelyn is a level 4 Diploma qualified financial adviser and is a member of the London Institute of Banking and Finance. When he’s not serving his clients, he can be found spending time with his wife and their cat, Penny.

Duncan has worked in financial services as a mortgage adviser since 2014 specialising in mortgages, protection, and first-time buyers. Away from the office he spends time with his wife and children at his home in Exmouth and when he gets time, he enjoys playing golf.

Chris has been advising on mortgages and protection needs for 19 years. He has helped clients with anything from buying their first home through to investment properties and holiday homes. Chris lives with his family in Exminster and you will mainly find him out in the countryside with his dog.

As a Financial Planner, Lee is committed to empower individuals and businesses in achieving their financial goals. Lee provides a personalised approach to financial planning to optimise wealth, secure your financial future and build lasting relationships based on trust and integrity.

In Lee's personal life he enjoys spending time with his beautiful two young children. He also has a great passion for sport, notably football, rugby, MMA, tennis, and F1. In a previous life, Lee was a Strength and Conditioning Coach for The Exeter Chiefs

Danielle started her career in financial services in 2006 and has spent 9 years of this working locally as a mortgage and protection adviser for Santander. Danielle has a wealth of experience to help you through your first purchase, move, re-mortgage, or buy to let portfolio. Away from the office she lives with her husband Mark and their son Samuel, spending their time enjoying days out with their dog Jax.

Having worked in financial services for almost 30 years, Jon looks to provide a holistic financial planning advice service to clients. In his spare time Jon enjoys walking his English springer Dexter in the glorious Devon countryside.

Jonny has worked within the Financial Services sector since 2013. He has gained a wealth of knowledge throughout this time. Jonny provides Mortgage and Protection advice. Jonny resides in Scotland with his family & enjoys spending his spare time with them and pursuing his football ventures

Phil has been advising on Mortgages and Protection for over 22 years now, and has a wealth of knowledge in the industry. When not advising Phil spends time going out on his E bike, along with enjoying watching football and Cricket.

Cara has a wealth of experience in the mortgage market having worked extensively in the UK and Dubai. Away from work she spends time with her son at their home in London.

Vicky has worked within the financial services industry for over 20 years, mainly providing advice on property insurance of all variations. Away from the office Vicky lives with her husband Nathan in the Devon countryside with her beloved cats Millie and Bilbo, along with her few rescue hens. Vicky mainly spends her time tending to her organic fruit, vegetable and wildlife garden.

Louise has worked in various industries within the financial services sector since 2015. Louise always puts the client at the heart of everything she does aiming to give them a professional and efficient service. Away from work Louise enjoys spending time with family and friends.

Olivia joined Meredith Morgan Taylor in 2021, having successfully completed her business administration apprenticeship in 2022, she now works with us as a financial services administrator. Away from the office Olivia enjoys weekends away with her friends and spending time at her family home in Budleigh with their cat Betsy.

Jacqui has worked in financial services for 30 years. Jacqui enjoys speaking to our clients and being a friendly point of contact for them. Her role also involves providing support to our advisers, to enable them to provide the solutions to our clients’ needs.

When not at work Jacqui loves weekends away enjoying the freedom of their motorhome, with her husband and rescue dog Benji. She also loves spending quality time with her family.