Mortgage advice
Are you…
Looking for a mortgage but are unsure of where to start or what you can afford?
A first-time buyer with no knowledge about how the process works?
Seeking expert advice regarding a buy-to-let mortgage?
Would you like us to…
Walk you through the mortgage process so it is hassle-free?
Transfer your current mortgage to a new lender with ease?
Establish your options regarding remortgaging or applying for a further advance?
Find the best mortgage product that best suits your needs at the best available rate?
Moving home just got easier
You can rely on us to make sure that one of life’s most stressful events runs smoothly. Our expertise covers a whole range of services, including buy-to-let mortgages, remortgages, first-time buyers and product transfers.
We assess your circumstances and needs to help you find a mortgage that is affordable and suitable. We compare different mortgages and will be there throughout the whole process, contacting the mortgage lender, so the process is hassle-free with little paperwork.
Why choose a Chartered firm?
We’re recognised as one of the UK's leading firms of financial planners. Being Chartered is the “gold standard” of financial planning. We’re incredibly proud of our status and the service we deliver to our clients.
Learn moreMeet our clients
See what people in your shoes say about us and how our work makes a difference. This is why we do what we do.
Your journey
What we do is straightforward. We follow a four-step process that will allow you to enjoy the best things in life with a clear mind.
Stage 1
gather information
We start by bringing together all the necessary information about you. We’ll analyse the details concerning your current financial position and gain a better understanding of your life.
Stage 2
assessment
At the next stage, we’ll assess your future plans and needs so you get the most out of life. Our top priority is to ensure you and your family are protected and feel in control of your future.
Stage 3
recommendations
Once your needs are established, we provide recommendations along with justification for the reasoning. We make it easy to understand by presenting it through a clear report.
Stage 4
review
We’re here with you for the long term. Our advisers review your financial plan regularly to ensure it's on track and you’re on course to achieve your financial goals.
