Founded in 2002 and has vast knowledge and experience of the ever-changing Mortgage and Protection financial sector. Our philosophy is based on a culture of being driven by the client rather than that of sales and our main objective is to offer the best advice to fit with all clients differing financial circumstances.
To achieve this aim we always ensure that we fully understand the needs and requirements of our clients by preparing a comprehensive Fact Find and preparing a budget to ensure that the mortgage or insurance is affordable. After understanding the needs we make a recommendation from the ‘Whole of Market’ in respect of a mortgage or a ‘fair and comprehensive analysis of the market’ for life/critical illness insurance or household insurance.
The recommendation is documented fully in a Suitability or Demands and Needs letter.
We are not a call centre and hence you will always deal direct with a fully qualified adviser providing a personalised service.
We offer comprehensive mortgage services throughout the UK with our local client base in Bournemouth, Poole and the surrounding Dorset area.