About Us...
Established in 2001 in Southport, Merseyside, we have over 20 years previous experience in the financial services industry.
We are whole of market independent mortgage advisers who can advise on the latest mortgage products available together with any associated insurances required – life insurance, critical illness cover, accident, sickness, redundancy, buildings and contents.
Our first priority is to our clients and we are committed to making your experience with us the best it can be. We are also pleased to support the Financial Services Authority initiative 'Treating Customers Fairly' which aims to improve the experience that customers face when dealing with financial services organisations. We recognise that a reputation for excellence must be earned and as a result, we have created and implemented a Client Service Promise.
- We will treat you with respect, courtesy and professionalism at all times.
- We will listen to your needs and explain the options available to you.
- We will only make recommendations that are in your best interests.
- We will provide you with clear information about the products recommended to you.
- We will maintain regular contact with you throughout the process.
- We will ask for feedback on the service that you have received.
- We will contact you at agreed times as and when your circumstances change.
To make the right recommendation we will need to understand your present circumstances. We are happy to come out and see you in the comfort of your home, during the day, evening or weekends.
For Accident, SIckness and Unemployment Insurance and Buildings and Contents Insurance we usually offer products from a limited panel of providers.
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 0.4% of the loan amount or we can accept commission from the lender.