About us

Meet the team

James Ollerton

CeMAP, CeRER, CeRCC

Head of Futura7

Industry Experience

18 Years in the industry across various senior management and advisory roles. 

Types of clients you look after

I’m lucky enough to have clients from all walks of life and try to always treat them with the same level of care. 

What is it about your role that you enjoy/makes you proud?

It is a great feeling when you’ve helped help some one fulfill their dream of home ownership or making that next step up the ladder. Makes everything worth while.

What do you like to do outside of work?

Outside of work I have a passion for the ocean and enjoy different watersports. I’m also a keen musician and play a few different instruments not particularly well!

Lisa Ollerton

Health Insurance and Protection Adviser

Industry Experience

10 years in the industry.

Types of clients you look after

I look after business owners, employees and families.

What is it about your role that you enjoy/makes you proud?

I enjoy helping families protect their future, in case the unexpected happens. Supporting business owners and working with employees to promote wellness within an employee benefit scheme.

What do you like to do outside of work?

Salsa Dancing, weight training and Pilates.

Gregory Rakoczy

GCSE, A levels, AAT

Client and Business Support

Industry Experience

Domestic & Business Energy, Insurance.

Types of clients you look after

Private and Portfolio Clients.

What is it about your role that you enjoy/makes you proud?

Providing a bespoke advisory and mortgage service geared towards the needs and requirements of the client.

What do you like to do outside of work?

Playing sports, visiting new and interesting places, enjoying time with family and friends.

Lise-Ann Curd

BA Hons

Client and Business Support

Industry Experience

I have worked in health and protection for many years, providing advisor support in all areas of protection insurance. 

Types of clients you look after

I look after large and small business as well as individuals in all aspects of health and protection insurance. 

What is it about your role that you enjoy/makes you proud?

I enjoy most about my role in life and health protection is the ability to make a meaningful difference in people’s lives – often at times when they need it the most.

It’s incredibly fulfilling to know that the work I do, helps protect businesses and families from financial loss, during illness, injury or loss of a loved one. 

What do you like to do outside of work?

I love all things outdoors, country walks, sea swimming and gardening. I enjoy painting and reading but most important of all, spending time with my family.