Specialist advice and a friendly service

Are you considering remortgaging? Or buying your first home? We help with a wide range of mortgage transactions, guiding you through the process and explaining your options. And once you get your mortgage offer, we’re still on hand to answer any questions and liaise with your solicitors until completion.

  • Give us a call and explain a bit about your situation

  • We arrange a convenient time and place to meet (in person or on zoom)

  • You share your plans so we can understand how to best help 

  • We analyse your loan options and talk you through the process

  • We help you with the paperwork and we submit to secure you the best offer!

You may have to pay an early repayment charge to your existing lender if you remortgage

Know exactly where you stand with fees

We charge a set fee for mortgage transactions, at a maximum of £595, which is payable once you get your mortgage offer. It’s very rare that we’re unable to secure an offer but if we can’t, you don’t pay anything.

Clare working on the sofa on her laptop

Protection for you and your family

We want you to be able to stay in your home whatever happens. If arranging life insurance has been on your to-do list for a while, we’ll explain all your options and make sure you and your family are protected – whether through life assurance, critical illness cover or income protection. 

We can also arrange buildings and contents insurance for your new home to give you immediate peace of mind. As with all insurance, conditions apply, which we can talk through with you.

As with all insurance policies, conditions and exclusions will apply.

During the past 10 years we have always relied on Clare to support us in all areas of financial service advice. She has continued to find us the best possible deals that are right for our circumstances when it comes to remortgaging. Having moved 7 times over this period, she has always been very professional in her approach, helpful when any problems have arisen and available whenever we have needed to speak to her. We would highly recommend her services and never consider looking at an alternative Financial Services provider.

- R Carter