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.

First Time Buyer Mortgages

paper people in front of houseBuying a house is one of the biggest investments you will ever make. Can you afford to get it wrong? Let us help you get the keys to your new home. 

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

We deal with all major lenders and many smaller ones not on the high street. We have access to many different mortgage lenders – including those not on price comparison sites.

Our Swansea mortgage advisers will:

  • Work out how much you can afford to borrow
  • Search the mortgage market and review all types of mortgage lenders
  • Recommend which mortgage best fits your needs and circumstances and what it'll cost
  • Talk you through insurance and mortgage-related protection options available for your home
  • Even do the form filling for you!

 

Special offer for first time buyers

We want to make life easier and more affordable for first time buyers.

That is why we are offering a special fee of just £250* for first time buyers who take out our mortgage advice package before December 2017.

Our standard mortgage charge is £450 for mortgages £100,000 or £750 if the mortgage is £99,999 or below.

 

 

 

 

 





 

 

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

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

Karen, London

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

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

Louise, Swansea

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

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

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

Teresa, Llanelli

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

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

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

Geff, Newport

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

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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