About

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Get to know us a little more

We love what we do, and hope that shows through when there is nothing about the industry that our experienced team do not know.

Happy customers

Always listening to our customer, our post-completion surveys ensure we are constantly improving. Here for you when you need us.

Industry knowledge

Our experienced team have completed hundreds of applications to date and it continues to grow day on day.

Financial expertise

We love our job and hope that shows through when there is nothing about the industry that our experienced team do not know.

A trusted partner

We deliver on promises

Our policy is ‘straight talking advice’. No jargon, no fuss, no stress. We’re passionate about securing a great mortgage for our customers, regardless of whether they are first time buyers, remortgaging, moving home, purchasing additional properties or even someone with an adverse credit. We exist to help our customers secure their dream home.

We hold ourselves to the highest standards of conduct, so our customers can be assured that they are in safe hands with us.

About us
About us

From the very start

We care

We have a deep respect for our customers, and with over 25 years of financial services experience, our varied industry knowledge will cater for any financial circumstance you find yourself in.

Meet us

Get to know our team

We’re a blend of expert knowledge, skills and passion – and we’d like to think the ultimate formula for a great mortgage.
Denise Fitzgerald

Denise Fitzgerald

Office Manager

Dee, alongside her husband Barry, set up and has been running The Mortgage Exchange for 30 years. Although the business began in Shaftesbury, we proudly moved to our Wincanton office last year and continue to support clients across the surrounding areas.

As our Office Manager, Dee is at the heart of everything we do. With three decades of experience, she has built lasting relationships with clients, many of whom have been returning to us for years. She prides herself on remembering every client and making everyone feel welcome. Her wealth of knowledge, friendly nature and willingness to help make her an invaluable part of the team.

When she’s not keeping the office running smoothly, Dee loves spending time with her grandchildren and getting out for walks with her two energetic Cockapoos.

Julian Newman

Julian Newman

Commercial Mortgage Specialist

Julian joined The Mortgage Exchange 10 years ago, bringing with him over 28 years of experience as a Commercial Business Manager at a national high street bank. Based in Salisbury, he is very much a valued member of our team and uses his extensive knowledge to help clients secure the very best mortgage solutions, from residential lending through to more complex commercial finance.

His commercial expertise adds real depth to the services we offer, and his calm, approachable manner has made him a trusted adviser to clients over the past decade.

Outside of work, Julian enjoys spending time with his family, keeping up with his busy household of dogs, and making time for both football and golf whenever he can.

Kirsty Calcott

Kirsty Calcott

Mortgage Adviser

Kirsty joined The Mortgage Exchange nine years ago and is based in Wincanton, offering appointments from the office there or virtually. After graduating with a First Class Honours degree in Psychology from the University of Southampton and completing a Postgraduate Certificate in Education at Bath Spa University, she decided to swap teaching for the family business – a decision she’s never looked back on.

As a mortgage broker, Kirsty loves helping people achieve their dream of owning a home. Whether it’s guiding first-time buyers through one of the biggest milestones of their lives or helping existing homeowners find the right mortgage, she is passionate about making the process as straightforward and stress-free as possible.

Outside of work, Kirsty enjoys spending time with her husband, two children and their dog. She’s an avid reader, a School Governor, and an active member of the local school PTA, where she enjoys supporting the wider community.

We’ve a passion for exceeding on service for all your mortgage, protection and insurance needs

Testimonials

What our customers are saying

Working with Barry on several occasions over the last 6 years has always been, simply a delight. Not only his knowledge of the financial/property markets is immense, but also is his patience and professionalism in responding to the endless questions I had. Barry has secured me fantastic deals and having worked with him, I’d struggle to trust anyone else. Can’t recommend enough.
Fantastic service with a friendly can do approach great communication go see these guys if you need a mortgage 😀
Great people and service. Wholeheartedly recommended for you mortgage advice.
A massive thank you to the Mortgage exchange team for saving us money on our Mortgage with a incredible 5 year fixed rate and a far lower monthly payment , great service from start to finish all within 4 weeks . Truly recommend this company. I couldn’t recommend Julian and The Mortgage Exchange more.
If you want someone personal, super professional, quick, efficient and thorough – look no further. They have made this whole process go so smoothly for me. It’s a no brainer! Look no further!!! 🙂

Let’s get connected!

Our experienced team is ready to help support and advise you on your mortgage, protection and insurance applications.