Who We Are

Phil began his working life as a professional footballer, making over 200 first team appearances for a range of clubs including his boyhood team West Ham United. Due to persistent injuries, Phil had to retire early and decided to begin a career in financial services.

Over the years, Phil has had a number of different roles in the industry. He was a Senior Manager at Zurich and then became a fully-fledged IFA (independent financial adviser), which included the management of pension and investments, alongside mortgage and protection.

In 2010, Phil decided to specialise in the mortgage and protection market only; as this is where his passion lied. He grew a successful mortgage and protection practice and with the introduction of his son Liam, he set up go2mortgages in 2016. Having a wealth of experience, Phil specialises in the more complicated and intricate areas of the mortgage market and is hugely passionate about creating appropriate protection packages for his clients. Out of the office, Phil loves to spend time with his family and still has a keen interest in his boyhood club, West Ham United.

Having graduated from Cardiff Metropolitan University in 2014, Liam worked as a full-time hockey coach to support his hockey endeavours. However, in 2016, he set up go2mortgages with Phil and began his financial services exams, in which he became a fully qualified mortgage and protection adviser in 2017.
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Liam specialises in breaking down the mortgage process for first time buyers and arranging a bespoke mortgage solution to suit the client’s needs. He is also very passionate about creating appropriate insurance portfolios to suit a client’s personal circumstances.

Away from the office, much like Phil, Liam is a keen sportsman who has competed at a high level. He has made over 70 appearances for the Wales Men’s Hockey Team and represented them at the Commonwealth Games in Glasgow 2014. Liam also was selected for Great Britain at under 21 level and travelled the world extensively during the 6 years he played. Although Liam withdrew from elite level sport, he still keeps very active by playing football and cricket in Cheltenham.

Amy graduated from Cardiff University in 2015 and joined the marketing team for Volvo Car UK and Global as part of the marketing agency Havas EHS. As a client relationship manager for Volvo, Amy delivered multiple campaigns on direct and digital platforms.
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In 2017, Amy moved into the Fintech (Financial Technology) industry and moved into a key role within the accounting start up TaxGo, and then over to Clarity HQ. Her role at Clarity was diverse, combining project management, marketing, brand logistics, brand affinity and communications. Amy was accountable for social media marketing, activity and campaigns, partnerships and brand collaborations. For Clarity, Amy ran multiple events across the UK as well as Singapore, Australia, Germany and Switzerland. To continue her professional development Amy also completed a mini MBA in marketing in 2019.
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As Director of Marketing for go2mortgages Amy will be responsible for building and developing the Community and brand, and is looking to take go2’s family business to the next level. Amy will be bringing in new initiatives to elevate #Jointheteam and grow go2’s reach both locally and nationally.
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Outside of work, Amy is also a keen sportswoman. Amy played hockey at Cardiff University and then joined a local premier division netball team when she moved back to Cheltenham. She is currently taking a short break from sport whilst she looks after hers and Liam’s children Annabella and Eva.

Laonie joined the Go2Mortgages team in January 2024 as a General Insurance Advisor and Administrative support to Dawn, having previously worked as an Office Manager for a local Cyber Security company. Prior to this, originally based in Oxfordshire, Laonie worked for a local Estate Agents and originally started as a Property Supervisor before working her way up to a Senior Property Manager within 3 years. She managed a large portfolio of properties throughout the Cotswolds area and looked after several tenants and landlords. Her knowledge and skills learnt within the property industry are extremely transferable to Home Insurance and she will be able to offer valuable advice to new and existing clients.

Outside of work Laonie is a mum to her two young boys – Harry and Rafferty, (or three if you include their Sausage dog Woody, the original baby!) As a family, Laonie and her fiancé Ben enjoy outdoor walks and spending time with friends and family in and around Cheltenham.
Laonie is good friends with Amy and Liam from the Go2Mortgages team and their 4 kids love to have playdates together weekly! Any spare time Laonie has away from the boys she enjoys running and hopes to complete some charity fundraising running events
this year.

In recent years, Dawn has been working for a local coach holiday company in Cheltenham. She did various jobs within the travel company including heading up the Reservation team of over 20 staff. Dawn really enjoyed this role as she worked with lots of people of all age ranges and experience. The overall role involved managing the team as they dealt with customers on the phone, booking their holidays and making sure they were all given great customer service and care.

Dawn decided to join the family business in March 2020 and wants to bring this experience into her role within the growing team at go2mortgages. She helps Phil & Liam with the processing of both mortgages and protection, making sure the clients are looked after every step of the way and overseeing the day to day running of the office.

Outside of the office, Dawn loves to spend time with her family and friends. Much like Phil & Liam, she likes a wide variety of sports, watching more than taking part these days, and obviously follows the family football team West Ham United!! Her other passion is cooking. She loves to try out new recipes, enjoys having friends over for dinner and hosting great family gatherings.

Aggie joined the go2mortgages team as a Protection Advisor in August 2023.  She has been our client for many years, so she knows exactly what we do, plus she’s been a family friend for over 14 years!

Aggie’s career in sales began in 2009 where she assisted Dawn with managerial duties and helped run the reservations department at Just Go Holidays for nearly 7 years. Aggie loved her job, especially working with Dawn, but she was up for a new challenge. Aggie has a lot of experience across many sectors, such as recruitment and account management for a publishing company.

She started her journey to become a Protection Advisor in 2016. She has worked as an advisor for a few years but has wanted to work with the go2 team for long time. She knows what we do is to the highest standards and has always recommended us to all of her friends and family. She’s very excited to be working with us and her priority is to help our customers get the best protection for the best budget. As a Mum, Aggie is really passionate about helping new families access the right information and the best, affordable products.

Outside of work Aggie is a mum to her little girl Amber and she is happily married to Callum. Aggie was born in Poland, but has lived in Cheltenham for 18 years now. Naturally, she is fluent in English as well as Polish! She enjoys spending time with her family and friends and loves to travel! She has travelled the world a lot and is always up for a new family adventure, especially Asia! Aggie loves to cook and eat out - food brings her joy. She likes to experiment in the kitchen and put her spin on every dish.