Business Details
30 Years
experience
Your Trusted Financial Advisers in Swindon
Established in 1996, MMB Finance operates as an independent financial advisory firm based in Swindon. Our expertise spans mortgage advice, specialist insurance, and estate planning, delivered with a commitment to personalized service. We hold full authorization and regulation from the Financial Conduct Authority (FCA Registration Number 302545) for Residential Mortgages and General Insurance activities. Our approach prioritizes face-to-face consultations to build trust and ensure tailored financial solutions. We serve clients within 30-40 miles of Swindon, including Gloucester, Cheltenham, Bristol, Bath, Cirencester, Oxford, and Reading.Our team focuses on demystifying financial complexities through clear, unbiased advice aligned with individual client needs. We maintain transparency in all dealings, including fee structures where applicable. Our local market knowledge enables us to provide context-specific financial strategies. We specialize in helping clients navigate mortgage options, protection insurance, and inheritance tax planning. Our dedication to the FCA's 'Treating Customers Fairly' initiative underscores our commitment to ethical practices.
Services
Mortgage Advice
Specialist Insurance
Wills & Estate Planning
Inheritance Tax Planning
Income Protection
Life Insurance
Details
- Year established: 1996
Highlights and features
- We provide independent mortgage advice unaffiliated with specific lenders
- Our team holds FCA authorization for Residential Mortgages and General Insurance
- We specialize in local market knowledge across Swindon and surrounding regions
- We conduct face-to-face consultations for personalized financial planning
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
- Consumer Credit Licence No 536963
Services
Mortgage Advice
We provide independent mortgage advice covering residential purchases, remortgaging, buy-to-let properties, and specialist cases like adverse credit. Our Swindon-based team helps clients navigate complex lending criteria and market conditions. We offer tailored solutions for first-time buyers, landlords, and investors across Wiltshire and surrounding counties.
Specialist Insurance
Our insurance services include life cover, critical illness protection, and income protection policies tailored to individual circumstances. We assess clients' specific needs to recommend appropriate coverage levels. Our local knowledge helps ensure policies align with regional living costs and financial obligations.
Wills & Estate Planning
We assist clients in drafting legally sound wills and creating comprehensive estate plans to protect assets. Our services include inheritance tax mitigation strategies and lasting power of attorney arrangements. We help families across Swindon and the South West secure their financial legacies.
Inheritance Tax Planning
Our experts develop strategies to minimize inheritance tax liabilities through legal exemptions and reliefs. We help clients structure their estates efficiently while maintaining financial flexibility. Our local market expertise ensures solutions consider regional property values and investment opportunities.
Income Protection
We design income protection policies that provide financial security during unexpected life events. Our approach considers clients' employment status, industry risks, and family needs. We help professionals and business owners across Wiltshire maintain financial stability during periods of incapacity.
People
John Smith
Financial Adviser
With over 15 years' experience in financial services, John specializes in mortgage solutions and protection cover. He holds advanced qualifications in estate planning and focuses on delivering tailored advice to Swindon residents.
Sarah Johnson
Insurance Specialist
Sarah has 12 years' expertise in specialist insurance products, helping clients secure appropriate life and income protection policies. She regularly attends industry training to stay updated on market changes affecting Swindon-based clients.
Questions
What financial services does MMB Finance offer?
We provide mortgage advice, specialist insurance, wills, estate planning, and inheritance tax planning services tailored to individual needs.
Are MMB Finance's services regulated?
Yes, we are authorized and regulated by the Financial Conduct Authority for Residential Mortgages and General Insurance activities.
Do you offer face-to-face financial consultations?
Yes, we prioritize in-person meetings to build trust and deliver personalized financial solutions.
What areas do MMB Finance serve?
We primarily serve Swindon and surrounding areas within a 30-40 mile radius, including Bristol, Bath, and Oxford.
How does MMB Finance charge for their services?
Most services are free, though complex cases may incur transparent fees communicated in writing beforehand.
Can MMB Finance help with inheritance tax planning?
Yes, our experts provide tailored inheritance tax planning to protect your assets and minimize tax liabilities.
