Making mortgages simple
Buying a property can be a stressful and time-consuming experience, especially when it comes to finding the right mortgage. Nowadays, it’s not a case of simply accepting a lender’s offer but having to search the saturated market for the right deal.
We can help make finding the right mortgage simple. As an independent firm, we have access to a wide range of lenders from the whole of the market, meaning we can be meticulous in finding the best deal. We’ll also be there to guide you from application to completion, ensuring a hassle-free process throughout.
How we help
Getting your foot on the property ladder is a major milestone. We can help find the perfect mortgage and make buying your first home as stress-free as possible.
Finding the right mortgage for your next home doesn’t have to be a hassle. We’ll search the market for the best deal, leaving you free to focus on packing.
If you’re an investor looking to add to your portfolio, we can provide specialist advice and ensure you secure a mortgage that aligns with your wider financial objectives.
Looking to release tax-free cash from your home? We can work with you to determine what’s best for your circumstances and how to go about it.
Insurance and protection
We can put in place a range of policies to protect your family’s standard of living should something unexpected happen.
Wider financial support
We don’t just do mortgages. Whatever your financial needs or pain points, we’ll be there to support and guide you through it all.
Dan has been really helpful in explaining the options available to me, helping me to understand the financial jargon and to give me confidence that my pension and savings will provide me with the cover I need during retirement
Dan helped me to make sense of the situation with five different pensions, providing signposting and support to make a complicated situation understandable. Dan challenged my thinking and has made it possible by assessing and arranging my pension in such a way that will allow me to retire with confidence, three years earlier than I thought might have been possible.
After an initial consultation to understand our financial position, Dan put us in touch with one of the mortgage advisors, Roberto, at Hartley Ross to arrange a mortgage. Dan went above and beyond by also providing advice on maximising pension allowances, and how that might affect how much we decided to borrow.