About Us...

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:


  • identifying your short, medium and long-term goals;
  • clarifying precisely what you want from life;
  • mapping out your route to get there;
  • making easy to understand product recommendations;
  • adjusting your plan during significant life changes.

We are a family run business, with over 35 years experience in the Mortgage and Financial Services market between us and we have a loyal, and very varied, client bank who regularly recommend us to other friends and relatives. Buying a house is stressful at the best of times and we concentrate on taking the strain for you ensuring that A talks to B, and understands what C wants, so D can do his bit !!

Our business thrives because satisfied clients refer us to family and friends, and we consequently have clients in Scotland, Northern Ireland, London, and across the South Of England, so geography is not an issue for our advice team!  

Being experienced with the lenders, we can look after your personal interests. With access to the comprehensive market, we can search thousands of options to find the most suitable products and services for you, comparing one with another, to get the best solution for you.

If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today?

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

For mortgage advice you can choose how we are paid: pay a fee, usually 1% of the loan, or we can accept commission from the lender.  We usually charge a mortgage administration fee of £399 should you proceed with an application


Take the Mortgage Challenge

We think we can save you money each month.  Contact us to know more.

There's no fee, no catch and no obligation on your part.



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