Meet the Team

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Stuart Willson, CEO

Stuart Willson co-founded the company in 2012 to provide independent financial advice to those clients who prefer a whole of market approach.

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Rosemalin Willson, Managing Director

Rosemalin co-founded the company in 2012 when it was originally based in West Kirby in Wirral. Rosemalin oversees the financial management of the business and HR.

exchange wealth management mortgages equity release protection insurance financial planning liverpool merseyside

Ian Ward, Director, CeMAP CeRER

Ian has worked in financial services for over 30 years and has previously run his own successful independent mortgage firm. As Director of Exchange Wealth Management Mortgages, Ian oversees the running of the whole firm and is proactively involved in generating relationships with individuals and businesses. Ian is a qualified mortgage and equity release adviser, has extensive experience in all types of property finance, including bridging and commercial lending and also offers specialist advice on equity release.

Rebecca Ellison, Mortgage Adviser,  Cert CII (MP)

With more than four years working as a mortgage and protection consultant within two very busy estate agent chains in the North West – Sequence Group and Countrywide Mortgages – Rebecca boasts excellent customer service skills and understands how much it matters to keep her clients fully informed at all times.

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