Existing Customers

We Can Help

We will contact you up to 6 months before your current mortgage rate is coming to an end to see what is available to you from both your current lender and in the market place. We can source all mortgage providers to find the mortgages to suit your needs and goals.

We offer unbiased advice from the whole of the mortgage market.

If you are looking to move home, we will research the whole of the market place. We will recommend a mortgage to suit you and only once you are totally satisfied and comfortable with our recommendation, we will transmit a mortgage application and process all the paperwork. We will liase with all parties concerned with our dedicated sales support, taking the stress away from you.

We understand the lending criteria of all the banks which can be a minefield. A High Street bank can only offer their own products, so choosing an independent mortgage broker could potentially save you money on your monthly repayments without having to contact all the individual banks and lenders. With so many different options available we will be able to advise on whether you have a fixed rate, tracker rate, variable rate, or even an offset mortgage.

If you are looking to protect your family in the event of death and/or diagnosis of a critical illness or if you would like to review your current plans to ensure they are sufficient for your circumstances, we can also help advise on this. We have access to the whole of the market place to find the right insurance provider for your circumstances.

We provide protection cover in all forms of life, critical illness and disability insurance.
All our advisers are fully qualified to offer advice for mortgages and protection with many years experience.
We can introduce you to wealth managers who will help with advise on pensions, investments and Inheritance Tax Planning
We do not charge existing customers any fees.
Recommend us to your friends and family

 It is our philosophy to build exceptionally strong, trusted and long lasting relationships with our clients. We aim to provide you with peace of mind regarding your personal financial affairs and hope that you are satisfied with the service provided to you.

We know there are many people who also share similar concerns and would warmly welcome any introductions to your family, friends and colleagues so that we can help them benefit too.