Meet the team

Our professional team is here to help you run your business how it works best for you. From compliance to admin and marketing our team is always available to answer your query or help you with your pain point. Let's meet the team.

Geoff Smith DipPFS Cert CII (MP & ER), Head of Compliance

Geoff joined Peritus in 2024 having worked for 30 years in the financial services, quality training and competency areas across large financial networks including Zurich and Openwork. Geoff likes to ensure that a culture of client first is at the firm's heart. Geoff feels that understanding the spirit of evolving regulation can be achieved by utilising high professional standards and embracing change.

Doreen McCaghey, Business Development Manager

Our business development manager, Doreen, has over 10 years of experience within the property sector gained in the estate agency and build warranty arenas.

At Peritus Doreen supports the team by driving new business. As our in-house build warranty specialist, Doreen manages build warranty provision for clients as well as maintaining productive relationships with build warranty providers to ensure the best terms for clients.

Rachel Tanner

Rachel joined Peritus in June 2022, having previously been employed working with Sainsbury’s Bank Mortgages and Zephyr HomeLoans. Rachel has a wealth of experience in the mortgage sector working for lenders and brokers since 2017.

Rachel’s role within Peritus is Mortgage & Compliance Administrator. Her role as compliance assistant is to provide support to the compliance officer. Rachel helps to complete essential tasks such as ensuring all staff training is complete and up to date, recording and monitoring financial promotions, compiling data for KPI reviews along with a series of other monthly tasks. Rachel has a keen eye for detail and works as part of the comprehensive admin support team; providing excellent administration support for our advisers and clients.

Jo Southern, Marketing Coordinator

Jo joined us in 2016, bringing with her a wealth of experience working with clients as diverse as industry specialists, researchers, creatives and academics – a background that has served her well in her marketing role here at Peritus. An award-winning creative designer with a real aptitude for interpreting client requests, Jo has a keen eye for detail and an infectious enthusiasm for her subject.