Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Home and Buy to Let Mortgages

paper houses in a house buying chainYour mortgage is likely to be your single largest financial commitment. 

With concerns about the possibility of interest rate rises, there's never been a better time to switch lenders. You need to find the best deal now - and for the next few years.

Many of our clients come to us because they have been turned down for a mortgage elsewhere. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

We don't just deal with the 'highstreet' lenders - we can source funding from smaller, niche lenders too. We can help with equity release and find more competitive refinance remortgage rates.

Mortgage Advice Offers

Call now for details of all our mortgage advice offers (including remortgages) with the possibility of excellent low interest rates and find out more about our First Time Buyers' mortgage advice offer.  

Whether it is a home mortgage, commercial mortgage* or re-mortgage, we can provide appropriate advice and will be focused on getting your mortgage processed quickly.

Why not arrange a free, initial consultation with our specialist mortgage adviser in Swansea? 

* We will introduce you to a master broker to find the best commercial lending for your project.

A poor credit rating doesn’t mean you can’t get a mortgage

If you have missed a few credit card payments or made late payments, had a County Court Judgment (CCJ) awarded against you, have previously been made bankrupt or IVA, you may still be able to get a mortgage if you know where to look.

We have access to many specialist adverse credit lenders who take a more sympathetic view on poor credit history, contact us to find out what we can do for you.

Not all forms of Buy to Let mortgages and commercial mortgages are regulated by the Financial Conduct Authority. 

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

We were really impressed with the speed with which you processed the mortgage and the great rate of interest!

Dani & Geoff, Stratford upon Avon

Thank you for putting together an investment portfolio of cash, stocks, shares and property.

Geff, Newport

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

The company is first class, discriminating, intelligent, utterly trustworthy and dependable

Maurice, Swansea, March 2017

Thank you so much for obtaining our mortgage, for persevering for so long and not giving up on us. We will be eternally grateful that we can finally live in the family home again.

Rebecca and Darren, Swansea 2017

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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