Home Purchase and Remortgage Services

  • We realise buying a home and reducing interest payments on new or existing mortgage is an important part of financial planning. We provide independent mortgage advice with access to well over 90 lenders from the largest high street banks, building societies, & specialist providers to boutique private banks and regional building societies.

  • You’ll deal with one person through the whole of your application, always a qualified mortgage advisor and always someone who’s completely invested in making sure you get the right outcome. We won’t earn a penny if your mortgage application does not proceed to a full offer.

  • We leverage technology to provide a personal service where you are. We can deal with you entirely over the phone or Internet if desired and sharing all necessary documents digitally over password-protected encrypted systems. No need to post out your ID documents or valuable items, unless you prefer to.

  • We will also advise you on protection products to ensure you can pay off or continue to pay your mortgage if you lose your income due to illness or die. Because we are wealth planners as well, we can advise you on regular investing strategies using your disposable income using ISAs and pensions, in tandem with your future goals such as retirement planning and affordability.

Useful Resources

Financial Health Check Tool

Cashflow Planning

Tracking down your pension pots