Trinity Independent Mortgage Brokers was established in 2005 by Peter Holmes, Becky Parsonage and Jamie Lee. All three had previously been employed together at a large firm of Independent Financial Advisers. A few years later, Jamie Lee retired from the mortgage industry. Pete & Becky’s knowledge, enthusiasm, experience and dedication to their many clients has established an extremely strong presence in the mortgage market and, following this, Trinity have expanded to become one of the leading brokerages in the southwest, their advice to clients being known to be of the highest standards of professionalism.
Trinity are totally independent so therefore have access to the whole mortgage market, thus providing the very best service for all their clients. We advise on purchases, remortgaging, first time buyers, development finance and also commercial finance. We are also independent in the insurance market and ensure that our clients have the best and correct protection products at all times.
Perhaps the highest accolade is that Trinity gain the majority of new customers via referrals from existing clients. Many new clients are also recommended via local estate agents, solicitors, financial advisers and employers.
CeMAP
Pete has worked in the mortgage industry since 1999 and is a founding partner. Pete is an expert in specialist areas including buy to let, commercial, self build, adverse credit, 2nd charge mortgages and residential mortgages.
What Pete doesn’t know about mortgages isn’t worth knowing.
CeMAP
Becky has been engaged in the mortgage market ever since leaving college at the age of 18. She initially spent her summer holidays working in a local estate agency and gained a passion for the housing market.
This soon led to an administration position at a large firm of Independent Financial Advisers where she later qualified as a mortgage adviser.
In 2005 Becky became one of the founding partners of Trinity Independent Mortgage Brokers and has seen the firm grow to be one of the leading local mortgage brokerages.
Becky believes that the success of Trinity is the result of the dedication, knowledge and support given to each and every client, whatever their requirements.
In Memory
In loving memory of our dear colleague Malcolm, he sadly passed away in 2023 and will always be remembered fondly by the whole team and be missed very much. If you were a client of Malcolms please contact the office and Pete will be happy to help.
CeMAP
Chris has over 30 years’ experience in the industry as a Mortgage Specialist. In an ever changing market place, his commitment is to ensure that every client has a tailor-made solution to their mortgage needs and that this is explained in simple and understandable terms.
His range of service spreads from helping first time buyers wanting to get on the housing ladder for the first time through to experienced home movers looking to purchase their forever home. The mortgage maze can be a confusing place for all buyers and Chris provides a friendly hand to help buyers through it.
Additionally he specialises in those looking to buy properties to let out and those looking to remortgage to get a better rate. His professional qualifications include the Financial Planning Certificate and Certificate in Mortgage Advice and Practice.
CeMAP Dip CeRCH
Charlotte joined Trinity Independent Mortgage Brokers in 2008 as an administrator. Within her time working in this position she completed her ‘Certificate in Mortgage Advice and Practice’ (CeMAP) professional qualification and is now applying her knowledge gained within the industry to give advice in the sourcing of any mortgage related enquiry and associated insurances.
Charlotte has a keen eye for detail and problem solving in even the most complex of circumstances, ensuring you receive accurate, stress-free and efficient advice relating to the purchase or re-mortgage you may be looking to undertake now, or in the future.
CeMAP
Bonnie joined us in March 2016, and she comes with 7 years experience in the estate agency world. She advises on residential and buy-to-let mortgages, and also on the best life and insurance products to suit you and your family.
As a mother, she understands the importance in having peace of mind that you and your family are protected securely against potential life changing events. Bonnie holds the ‘Certificate in Mortgage Advice and Practice’ (CeMAP).
CeMAP
James has over 12 years in the lettings industry and joined us in 2020. James is very much looking forward to helping clients get the best possible mortgage rate so they can live in their dream property. James advises on first time buyer’s, residential and buy-to-let mortgages, and also on high standard life and insurance products to suit you and your family.
As a father of one, James understands the importance of protecting your family against potential life changing events.
James spends his free time with his family and playing rugby.
CeMAP
Aimee is an experienced mortgage and insurance broker with over 14 years industry experience. She has worked in the corporate wealth management sector, for one of the UK’s largest wealth management companies, as well as the independent sector.
Aimee also holds a range of qualifications awarded by the Chartered Insurance Institute and specialises in dealing with clients in medical professions; although Aimee enjoys helping individuals from all walks of life. Whether you’re a first-time buyer, a home mover or an investor, her tailored approach to financial advice means her service to you aims to be lifelong.
In her spare time, Aimee loves to be with her family exploring the great outdoors with her rescue hound, Henry. She’s also a keen runner and loves to travel.
Pete’s PA (CeMAP)
Rebecca joined us in July 2017 after completing her A-Levels at Plymouth High School for Girls. She commenced with Trinity as an Apprentice Administrator and completed her Business Administration NVQ in October 2018.
Rebecca works closely with Pete, helping him to process his cases as efficiently as possible. Whilst doing this she is gaining experience in the industry and expanding her knowledge and has been able to complete her CeMAP qualification recently.
She still continues to work alongside Pete as his PA, processing cases and liaising with the lenders. Rebecca is here to help and support your administration needs throughout the mortgage process.
Office Admin Manager & Becky Parsonage’s PA
Millie joined the team in September 2019 after completing her GCSE’s as an apprentice. In May 2021 she received a Distinction Level 3 in Business Administration and has worked her way through Trinity to the new office manager as of January 2023 ensuring the running of the office is kept smooth and up to date.
Millie works with the director Becky Parsonage as her personal assistant by handling all of her cases from application to completion ensuring the best standard of service to her clients.
Millie also gains more knowledge and experience from the staff at Trinity for her future career path. Millie is here to help and support everybody in the mortgage industry with any administrative queries throughout the process.
Millie enjoys long walks with her dachshund Buster and spending time with her friends and family.
Pete’s PA
Hannah joined the team in January 2022 as an administrator. She is currently completing her Level 3 Business Administration Apprenticeship to start gaining qualifications and knowledge within the industry. Hannah is working closely with the director Pete on his cases to help with any processing queries and keep the cases moving along to completion as smoothly as possible for his clients. Whilst Hannah is working alongside Pete, she is gaining knowledge and experience for the chance to continue to progress within her job role and the company layout.
Hannah is keen to help all staff, clients and other contacts such as solicitors and mortgage lender representatives to get any queries resolved as quickly as possible to the highest standard so there are little to no delays for any party with the mortgage transaction.
Admin Apprentice
Lily joined the team in August 2024 as an admin apprentice. She is currently completing her Level 3 Business Administration Apprenticeship, where she is gaining valuable skills in admin management, communication, and organisational support. With a keen eye for detail and a proactive approach, Lily is passionate about enhancing the efficiency of administrative processes.
Outside of work, she enjoys traveling and spending time with her dog.
Trinity IMB is an Appointed Representative of Draper & Co Ltd, which is authorised and regulated by the Financial Conduct Authority reg. no. 617862. Reg address: Cressy Cottage, Whitsoncross Lane, Plymouth, PL5 4NR. We are a credit broker, not a lender We may receive commissions that will vary depending on the lender, product, or other permissible factors. The nature of any commission model will be confirmed to you before you proceed.
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