The Elmbank Team

Sara started in Financial Services in 1994 dealing with Pensions and Investments then choosing to specialise in Mortgages in 2000 working alongside another broker.

She then set up Elmbank in 2009 and was based in Reading, Berkshire but relocated the offices to Yateley in Hampshire in 2019.

Sara is our Mortgage expert and has access to the Whole of the Market and finds the most suitable product for your situation.

Why are we called Elmbank? Elmbank is the name of Sara’s parent’s first house.

Fun fact about Sara: She did Fencing at University and has a Yacht Master qualification in Sailing.

Helen started at Elmbank in 2011 coming from a background in Banking and Occupational Health.

Her role here is, once your mortgage application has been submitted she manages the progress of your case with lenders to ensure they have all the relevant documents and that the survey is booked in so the mortgage offer can be issued as swiftly as possible.

She will also liaise with estate agents where necessary and will keep you updated every step of the way.

Fun fact about Helen: She is a bit of a thrill seeker, having ridden around the Velodrome and gone up in a hot air balloon, her next adventure is going on the longest and fastest Zip line

Susie joined the team at the start of 2023 as a Mortgage Adviser, having worked in banking/financial services for 20 years and gained her Mortgage qualifications in 2016.

With access to the whole of the mortgage market, her role is to help you find the best mortgage to suit your needs and to make the process simple and easy. She will ensure you find the most competitive mortgage available, supporting you through the process and continuously reviewing your future mortgage options.

Fun fact about Susie: She used to be a horse-riding instructor before moving into the world of finance.

Tracy started at Elmbank in 2016 as an administrator and comes from a background in Operational Management and Human Resources.

Her role here is to find tailor made policies to suit your needs and budget covering life, critical illness cover and income protection along with buildings and contents insurance.

At Elmbank we not only want to help you with your mortgage, we also want to ensure that you and your family can continue to live in your home should the worst happen.

Fun fact about Tracy: She did Irish Dancing until she was 16 and is always the first person on the dancefloor at parties.

Siobhan is the newest member of our team starting at Elmbank in 2022 and she comes from a background in creative and administrative roles.

Her role here is, once your mortgage offer has been issued, she manages progress with the solicitors to ensure everything is on track for completion and ensures we have a review on our system for when the rate is due to end.

Fun fact about Siobhan: She wants to visit all the Disney parks around the world, and even was proposed to outside the Castle in Disneyland Paris.