01275 333475

Financial Conduct Authority Approved: 743137

Our Team

Phil Reis


Phil has been successfully involved in Financial Services for over 40 years and has been running his own company as an independent adviser for over 25 years. His success is built on knowing his clients and making sure that he and his team offer the best possible solution to their financial needs.
Contact him on: 07949 146299

Greig Portingale

Managing Director

Greig has been in the financial services industry since October 2006 in various senior roles. He understands the importance of quality of advice and has a loyal customer bank who regularly recommends him to friends and colleagues. Greig is our specialist at complex Mortgage situations at Merrigan-Reis.
Contact him on: 07786 546380

James Reis

Finance Director

James has an Economic discipline and is fully authorised adviser by the Financial Conduct authority. He has over 10 years’ experience and is a founder member of The Merrigan Reis Partnership.

Sarah Fox

Associate Partner

Sarah joined the team back in 2015 and provides advice to our clients for both Mortgages & Protection, helping them secure the home they desire, maintain their lifestyle & protect their families future.
Contact her on: 07730 308934

Andy Taylor

Mortgage and Protection Advisor

Andy will always put his client’s best interests first, he has a natural flair for building relationships. Offering advice for both mortgages and protection, his friendly manner helps make the client feel comfortable, allowing him to guide them to a suitable outcome.

James Wilkinson

Mortgage and Protection Advisor

James is a seasoned professional with a wide background of experience including running his own property portfolio, working for large American Corporates and sailing around the Atlantic. He is the newest member of the team and will bring all of this knowledge to bear when helping you through the process of obtaining the right mortgage for you

Jo Crozier

Wills and Estate Planning Partner

Jo is a key client account manager and liaises with clients regarding their will and estate planning needs.

Michael Finch

Investment and Pension Partner

I have over 30 years experience providing financial advice in Wales and the West Country and am happy to give face to face advice to establish customers needs and requirements. I specialise in in advising on Investments, Pensions, Pension Transfers, Protection, Insurance and Inheritance Tax Planning.

Dominic Toller

Estate Agent Partner

Dominic Toller - Background includes 12 years as marketing director for a top 10 lender, 3 years as sales and marketing director for one of the UK's largest conveyancing businesses and 11 years running an asset management firm selling properties for banks. For the last 4 years Dominic has focused on setting up and running Agent Online, aiming to bring a fresh approach to estate agency. The service uses clever technology and combines it with a professional, highly trained team of negotiators available over the phone 7 days a week.

Paul Winterflood

Estate Planning Partner

As the founder of the business, Paul has over 15 years’ experience in the Wills & Estate Planning industry, working for a national corporate firm for nearly 10 years prior to starting his own business. Paul is motivated by building a truly progressive Wills & Estate Planning business surrounded by great people with strong core values and standards in client service who aspire to be the best in the market.

Miles Finch

Investment Partner

Specialising in protection I enable my clients to insure their lives, income, mortgage and key individuals within their business. Having achieved the industry standard qualification in protection planning, it enables me to offer an independent service, in which I advise on a full range of products, enabling me to build packages of protection products matched to clients' needs.

Martin Powell

Development Finance Partner

Martin Powell has over 30 yrs experience in sorting more unusual financial requirements including development and commercial propositions. He has in the last few years started lending his own funds on small building projects and continues to act as a broker for larger projects, bridging loans and commercial loans.

Neil Reynolds

Equity Release Specialist

Neil Reynolds has been involved in financial services for over 20 years but has specialised in the Equity Release and Later Life Financial Planning area for the last 5 years. Neil is a member of the Equity Release Council which encourages a high standard of conduct, procedures and advice.  For further information on Equity Release Lifetime Mortgages he can be contacted on 07974 652434

Ryan Summers

Professional Sports Manager

Ryan is a professional Sports manager with a particular interest in property. He joins our estate agency team looking after clients property sales instructions.

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