People looking for a mortgage

Moving home is an exciting time. But a mortgage is one of the biggest financial commitments you are likely to make, so you’ll want to make sure you’re making the decisions that are right for you.

Today’s mortgage market is more complex than ever. But whether you are taking your first steps onto the property ladder, have your eye on your dream “forever” home, or investing in a property portfolio, we’re here to help you make sense of your options, and find mortgage solutions tailored to your individual needs.


We know securing that dream property isn’t always a walk in the park. We’re here to make the journey as smooth as possible and guide you through the whole process from credit check to keys in your hand.


How we help


Finding the right mortgage option for you

Secure a mortgage that really works for you. We’ll help you find a funding solution that is affordable and fits with your long-term goals. And ensure that you’re not paying any more in interest or fees than you need to be.


First-time buyers

Buying your first home is exciting! But stepping onto that first rung of the housing ladder can be a daunting experience too. Our experienced and friendly mortgage advisers will guide you through the process, helping you calculate how much you can borrow, how much it will cost you and how that impacts your other financial goals. When it comes to the application, we’ll help you complete the paperwork and communicate with the lender, taking as much of the strain from you as possible and helping you gain the best chance of being accepted.


Equity release

Releasing capital tied up in your house through an equity release product can be one way to do the things you want to do in life. But you will want to feel sure you’re making the right decision for you. Our emphasis on personalised service and ongoing client relationships means every decision is based on a deep understanding of you and your big picture objectives.



Gain peace of mind that your loved ones and your property are protected. We don’t push our clients into expensive, one-size-fits-all insurance products, but carefully design a strategy that fits around your life and all those people who are precious to you.

As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.