Business Details
We are a specialist mortgage and protection advisory firm based in Porth, Mid-Glamorgan, South Wales. We pride ourselves on delivering friendly, professional, and highly personalised service to every client. Our team is led by Leon Roberts, a seasoned financial adviser with a focus on mortgages and protection for the South Wales region. We offer a free initial review of your mortgage or protection needs, with no hidden fees or obligations. We arrange appointments at your home or office, including evenings, to accommodate busy schedules. Our advisory practice operates under the umbrella of The Openwork Partnership, a large network of over 4,500 advisers across the UK.
We are authorised and regulated by the Financial Conduct Authority, ensuring the highest standards of compliance and trust. We provide expert guidance on firsttime buying, remortgaging, buytolet, and helptobuy schemes. We also specialise in protection products such as life insurance, critical illness cover, and income protection. We believe in building longterm relationships, helping clients achieve their financial goals with clarity and confidence. We remain committed to transparent communication, detailed illustrations, and a clientcentred approach that prioritises your peace of mind.
We are authorised and regulated by the Financial Conduct Authority, ensuring the highest standards of compliance and trust. We provide expert guidance on firsttime buying, remortgaging, buytolet, and helptobuy schemes. We also specialise in protection products such as life insurance, critical illness cover, and income protection. We believe in building longterm relationships, helping clients achieve their financial goals with clarity and confidence. We remain committed to transparent communication, detailed illustrations, and a clientcentred approach that prioritises your peace of mind.
Highlights and features
- We provide feefree initial reviews with no hidden charges.
- We operate under FCAregulated Openwork Partnership, ensuring full compliance.
- Our team features Leon Roberts, adviser with 15 years.
- We guarantee transparent illustrations detailing fees and commissions upfront.
- Our protection advice covers life, critical illness, and income protection.
Services
First Time Buyer Mortgage
Our First Time Buyer Mortgage service guides new buyers through the entire purchasing process, from preapproval to settlement. We assess affordability, compare product options, and help you secure the most competitive rates and suitable repayment terms. The result is a smooth, stressfree journey to owning your first home.
Remortgage
Our Remortgage service evaluates your current mortgage position and identifies opportunities to reduce monthly payments or shorten the term. We negotiate with lenders, present detailed comparison charts, and ensure all paperwork is compliant with FCA standards. Clients leave with clearer financial plans and potentially significant savings.
Buy-to-Let Mortgage
Our BuytoLet Mortgage service assists investors in acquiring or refinancing rental properties with tailored financing solutions. We analyse rental income projections, assess risk factors, and secure competitive interest rates from a network of lenders. Investors benefit from clearer cash flow forecasts and maximised returns on their property portfolio.
Protection Services
Our Protection Services encompass life, critical illness, and income protection plans tailored to safeguard you and your family. We conduct comprehensive risk assessments, recommend suitable coverages, and provide clear, transparent policy illustrations. Clients gain peace of mind knowing their loved ones and assets are protected against unforeseen events.
