Meet the Mortgage and Protection Team
Our dedicated team of mortgage and protection specialists is here to guide you through every stage of your financial journey.
Chris Caulfield-Jones
Group Director of Risk and Compliance
Chris Caulfield-Jones
Group Director of Risk and Compliance
About
Chris began his career as an adviser with L&G before transitioning into control and quality assurance. He has managed quality control teams across the wider financial services industry and, prior to joining Cornerstone Finance, gained experience working within the risk frameworks and management structures of high street lenders and the Financial Ombudsman Service (FOS).
Chris is passionate about embedding compliant core values and continuous improvement to deliver the best possible outcomes for customers.
Steve Davey
Protection Adviser
Steve Davey
Protection Adviser
About
Steve is an experienced protection insurance leader with over 15 years in financial services, sales, and leadership. Known for his people-first approach and commitment to excellence, he has led award-winning teams delivering exceptional advice and customer outcomes.
Before joining Cornerstone Finance, Steve headed the Protection & General Insurance division at Vita Financial, achieving outstanding customer outcomes and multiple national awards - including Best Protection Advice Firm and the Dr Marius Barnard Award for Excellence in Critical Illness Cover.
A certified member of the Chartered Insurance Institute (Cert CII) and qualified coach and mentor, Steve is passionate about developing advisers and enhancing protection standards across the industry. At Cornerstone Finance, his focus is on helping clients protect what matters most through trusted, tailored advice.
In his spare time, Steve likes spending as much time outdoors with his two boys as he can and encouraging their creative flare with fun activities to do together.
Steve.Davey@cornerstonefinance.co.uk
Wayne Donovan
Mortgage & Protection Adviser
Wayne Donovan
Mortgage & Protection Adviser
About
I joined the company in 2024, and it has been great to be part of the Group’s growth, meeting the challenges in the intermediary market with access to marketing leading technology, services and whole of market products.
I have been in the financial services industry for 20 years. In this time, I have worked in conveyancing, Intermediaries, building societies and high street lenders before taking the decision to become a mortgage adviser.
In my professional journey, I decided to broaden my horizons and spent 2 years as a student, studying Chinese at Xiamen University in China (During Covid)
In addition to standard mortgages, I’m also qualified in later life lending, and I’m currently studying for specialist property finance
Please contact me at Cornerstone Finance for a free no obligation review of your circumstances.
请您来吧!
一起合作, 一起取得成功, 一起加油!
Luke Jones
Mortgage & Protection Adviser
Luke Jones
Mortgage & Protection Adviser
About
I’m one of the newest members of the mortgage team, having joined Cornerstone in April to help manage the growing number of mortgage enquiries.
I’ve worked in mortgages since 2018, gaining experience with various building societies. I always aspired to advise in a whole-of-market setting, so after completing my CeMAP exams, I made that leap. I love helping people achieve their goals and dreams, it's one of the few roles in finance that truly feels rewarding.
Outside of work, I’m a busy husband, dad, coach, and player. If I’m not driving my kids to football, rugby, cricket, or tennis, I’m coaching U10s rugby, cheering from the sidelines, or playing wheelchair rugby with the Dragons.
Paul Morgan
Specialist Protection Manager
Paul Morgan
Specialist Protection Manager