Mortgages & Insurance

Whether you are a first time buyer, home mover, landlord, or you just want to review your current mortgage, we can help you. We can also offer advice on lifetime mortgages, which allow you to release money from the value of your home without having to move. Finally we can also help with everything from life insurance to home insurance, whether this is alongside your mortgage enquiry or as a standalone policy.



Getting a good mortgage deal is never easy. There are dozens of lenders available and each one has different lending criteria and different products. For most people a mortgage payment is their single biggest household expense, so it is worthwhile ensuring you have a product which best suits your circumstances.

If you tell us what you are looking for we can use specialist software to pick out a suitable lender and mortgage product. We will then apply for the mortgage and guide you through each stage of the application process, which allows you to get on with your life.

Mortgage lenders regularly offer exclusive mortgage products to financial advisers which are not available to the general public, so even if you think you have found a good mortgage product it is still worthwhile seeking financial advice.



Ensuring you have the right amount and right type of cover is our first port of call. It is vital to ensure you are fully protected in case the worst should happen.

We offer advice on income protection policies (which pay out if you are unable to work due to illness), life insurance (which pays out if you pass away) and critical illness cover (which pays out if you suffer a serious illness such as a heart attack, cancer or stroke).

It is possible to take these policies out through a price comparison website. However each policy and provider is different, and without specialist advice you could end up paying over the odds or taking out a policy which does not adequately cover you and your family.

We do not charge a fee for providing advice on insurances and instead we are paid a commission by the product provider if you take out a policy, so you have nothing to lose by asking one of our advisers to review your insurance requirements.

Related pages

Find a mortgage

Use our tool to review mortgage deals which might be available to you

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Lifetime mortgages

A Lifetime Mortgage allows you to release some of the capital tied up in your home without selling or moving. The money you release can be used to fund a more comfortable lifestyle in retirement.

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Life insurance and critical illness cover

How would your family's finances be affected if you pass away or suffer a serious illness? We can help you put the right protection in place.

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Income protection insurance

This insurance provides a safety net to give you some financial breathing space if you are unable to work due to an accident, illness or unemployment.

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Our fees

We offer a free, no obligation, initial meeting. This gives you an opportunity to find out more about our company and to get to know your adviser.

After your initial meeting your adviser will set out how we can help you and what fees will be payable for our services. If you choose not to use our services no fees will be payable.

We set different fees for different types of work, which is explained in more detail on the link below.

If you require advice about insurance you will not pay a fee for our advice and instead we will receive a commission from the insurance company if you take out a policy.

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01642 477 758

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