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.

Mike Hassett

Mike has worked within Financial Services all of his career with spells in TSB Bank and most recently Lloyds Bank, Swansea. 

As an experienced former Bank Manager, Mike has knowledge in all aspects of Personal Finance priding himself on customer service. He has a strong local involvement in the private residential Buy to Let market and commercial rental sector with a track record in property construction and development lending. Mike is a commercial lending specialist.

Professional Qualifications

  • CeMAP – Certificate in Mortgage Advice
    and Practice (IFS)
  • FPC1 Financial Planning Certificate
  • FPC2 Financial Planning Certificate
  • FPC3 Financial Planning Certificate

Career

  • 25 years of experience in Financial Services
  • Former Bank Manager, Lloyds Uplands/Sketty, Swansea

  Specific Skills

 

Commercial mortgages are available by referral only.

The Financial Conduct Authority do not regulate buy to let and commercial mortgages.

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

My mortgage needs were not simple to deal with, but Dan’s knowledge and experience really shone through. He was professional in his dealings with me and explained everything to me in a clear and concise way, ensuring I fully understood the mortgage product I purchased.

P Davies,September 2019

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

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan, March 2018

Daniel went above and beyond to help us with our first mortgage. He explained the mortgage, its rates and terms very clearly, he was extremely patient and professional, we would highly recommend him.

Fi Davies, August 2018

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

Dani & Geoff, Stratford upon Avon

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

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

Karen, London

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

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

Louise, 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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