Protex Financial

Protex Financial - Stockton-on-Tees Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Protex Financial

At Protex Financial, I specialise in guiding clients through the often complex landscape of residential mortgages. Based in Stockton-on-Tees, I understand the unique needs of borrowers in the North East and take pride in providing clear, actionable advice tailored to individual circumstances. Navigating the mortgage market can be daunting, especially with the plethora of options available. My approach is rooted in thorough analysis and an in-depth understanding of the financial products that best align with my clients’ goals. I take the time to listen and assess each client's financial situation, preferences, and future aspirations, ensuring a comprehensive understanding of their needs. The mortgage application process can feel overwhelming, with various stages requiring careful attention. I streamline this journey by breaking down each step, from initial consultation through to completion. By managing paperwork, liaising with lenders, and ensuring all necessary documentation is in order, I alleviate the stress that often accompanies securing a mortgage. I also maintain a proactive communication style, keeping clients informed and empowered throughout the process. My specialisation in residential mortgages means I remain up-to-date with current market trends, regulatory changes, and lending criteria. This expertise enables me to provide insightful advice on various mortgage products, including fixed-rate, variable-rate, and help-to-buy options. I take pride in my ability to clarify the nuances of different mortgage types, helping clients make informed decisions that align with their financial objectives. Client feedback is invaluable, and I actively seek to understand their experiences to continuously enhance my service. The aim is not just to secure a mortgage but to equip clients with the knowledge they need to navigate their financial futures confidently.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(123 reviews)

Terrianne Craggs

6 Mar 2026

Both Simon and Kelly have been amazing in helping us with our mortgage and life insurance. Called when promised, kept us up to date with information and the service has been fantastic. Would highly recommend!!

Zac

2 Jan 2026

Fantastic service! Amazingly friendly, knowledgeable and understanding. I'm incredibly grateful to have had Simon and Kelly's thorough guidance and reassurance throughout while buying my first home, despite the sellers pushing the sale at a panic-inducing speed before Christmas! Incredibly lovely team. Genuinely couldn't ask for more

Daniel Lanna

20 Dec 2025

Protex Financial in one word, exceptional! Simon found us a mortgage deal that beat all others on the market. He is professional throughout, but not only that, he is client orientated and he breath of knowledge of the market is exemplary, he is always avaible for advice and a great communicator. Kelly provided additional protection cover tailored to suit our needs and went above and beyond to ensure we had everything covered. Again, very client focused and a great communicator. There access to the full market really does show with what they are able to offer. Thanks again to you both, the team and especially snowy! And appologies its taken so long to post a review. Have a great christmas and all the best for the new year.

Megan Boddy

4 Dec 2025

Big thank you to Simon and Kelly for their help throughout the mortgage process. With being first time buyers we were pretty clueless with the whole process however the team made the process simple, easy and stress free for us! They found us a mortgage super quick and the communication was great with support every step of the way! Highly recommend!

Sara Mann

17 Nov 2025

Simon found me a suitable and well priced mortgage on a difficult property where two other mortgage brokers had failed. He took my case after 12 months of trying and found me a refinance I was happy with, in a very short space of time. He is responsive and great at communicating at every stage of the process. I would highly recommend his services. Thank you Simon!