News

With the second month of the year already in motion, it is easy to cast aside New Year’s resolutions and get sucked into the motion of the months rolling by.  One thing that you cannot afford to forget though, is checking your financial position!  Have you got the best mortgage deal secured?  Have you got the relevant protection in place?  Well, if you are at all unsure, then we have two ladies who can certainly help, meet Donna Wilson and Kelly Hillier.

Every day we have the pleasure of helping customers achieve their goals.  It is remarkable what we can achieve just by having a brief initial chat with people, finding out their current position, discussing the services we offer, and most importantly, determining whether we can save you money.  That is why we always like to encourage a short chat with anyone who is interested in receiving advice, this could be advice on buying your first home, moving home, consolidating debt or protecting your family’s finances.  We will quickly identify whether an appointment face to face or an appointment over the phone would benefit you.

There are many ways we can help you:

Mortgages

Whether you are buying your first home, moving home, thinking of investing in a buy to let or a holiday home to let, we are here to help find you the best deal.  We can search the whole of the market, saving your precious time and effort, keeping you informed during each step and guiding you through the process.  We are on hand right from the start and our relationship with you may stretch over many years as your situation changes.  We pride ourselves on our personal approach and our excellent customer care.

We can save you money

Your mortgage payment is quite often your largest monthly outgoing.  That’s where we come in.  We will take a look at your current deal and endeavour to see if we can secure a better rate for you.  This could save you money per month or you may prefer to shorten the term of your mortgage payments. We always tailor our approach to your personal budget and unique requirements.

Often when we are looking at customers whole financial situation, we find out that customers may wish to do home improvements, gift a family member some funds or consolidate debt.  Providing there is equity in the property this is something we can explore with you.

Protect your home and finances

Your families’ finances could be at risk if you were to die or get diagnosed with a critical illness, or if you couldn’t work due to an accident or sickness.  We are here to talk through your concerns and what matters to you so we can ensure you have a protection plan in place to give you peace of mind.  We will be guided by your budget and your individual needs and circumstances, and we can search the whole of market to source the best possible protection cover that is right for you.

Here are some of our recent happy clients:

‘Donna helped me capital raise on a buy to let mortgage to do improvements.’

‘Kelly helped me secure a new rate on my mortgage and saved me £52 a month.’

‘Donna searched the marketplace to get the best deal on my new build property, she found a lender who needed less deposit than most.’

‘Kelly spoke to us about protection, we now have life cover so if either of us should die the mortgage is paid off and the remaining partner/ spouse does not need to worry about the financial commitment.’

‘Donna advised me to take some Income Protection as if I am off work, I only get Statutory Sick Pay and this a worry for me.’

‘Kelly helped me with a self-employed mortgage application, I was worried it would be complicated, but Kelly reassured me she would help me, which she did.’

Whether you have a simple mortgage query or a more complex situation you require advice on, we want to hear from you.  We offer a friendly, open and honest professional service and we are here to help.  Pick up the phone today and contact us.