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Simply enter your details to get your bespoke Mortgage or Insurance quote from one of our advisers in Newcastle

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If you live in the Newcastle or North East area & would like information about how we can help you & your family, please get in touch for your fee free no obligation chat

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Mortgage Advice

Insurance Advice

Pension & Investments

Swansea / South Wales

Financial Advice you can depend on

Would you like qualified Mortgage, Protection, Pension & Investments advice from someone who does actually listen and care? Our Mortgage & Insurance Advisers based in Swansea & South Wales will guide you through the whole process, from completing and submitting your application, to getting your all-important mortgage offer or investment in place. You will not even have to leave your home or workplace, we fit in around your work and availability.

We offer free initial consultations in your home, your workplace, anywhere that suits you or even over the phone if that’s better for you. We also work around you so choose a day & time and we’ll do our best to be there. We cover all of Newcastle & the North East, so if your lucky enough to live here we have you covered.

Providing honest and friendly customer service is a priority, we provide full guidance throughout the whole advice process covering Newcastle & the North East.

How it works

Your financial adviser should follow these steps

01

free callback

At your chosen time I will call you to discuss any requirements you may have, by getting to know your priorities and goals and understanding the bigger picture, we can piece together a financial solution to ensure the things that matter to you most – your family, income, business, or maybe all three – are protected leaving you on track to achieve your financial goals.

02

Search

Once we have identified the options available we’ll meet with you again or discuss our findings over the phone, whichever is more suitable to you. Assuming you are happy with our recommendation, we will work with you to complete the application forms & liaise on your behalf with Mortgage lenders, Insurance providers, solicitors, valuers & surveyors where required.

03

Complete

At this point we will have submitted all information required and advised you on protecting your home, family & assets if you have chosen us to help with your mortgage. We wont stop there though, we are with you all the way to the end, we are still here when you need us and will adjust your financial plan to take into account any changes in circumstances in the future.

Adviser Services

Just a few of the financial services our local advisers offer

Your home/property may be repossessed if you do not keep up repayments on your mortgage
Some buy to let mortgages are not regulated by the Financial Conduct Authority.