Business Details
9 Years
experience
Expert Mortgage Brokers in Galashiels - Tailored Financial Solutions
We are an experienced team of mortgage and protection advisers dedicated to providing practical financial advice to individuals and businesses. Based in Galashiels, Hawick, and Peebles, our client-centric approach prioritises understanding individual needs to develop tailored financial plans. With many years of expertise, we offer a comprehensive range of services including mortgages, insurance, and protection solutions.Our advisers pride themselves on delivering jargon-free guidance and building long-term relationships with clients across the UK. Registered in Scotland and regulated by the FCA, we combine local knowledge with professional excellence to support our community's financial goals.
Services
Mortgages
Insurance
Protection
Help to Buy
Financial Planning
Details
- Year established: 2017
Highlights and features
- We provide jargon-free mortgage advice with over 10 years' local experience
- Our team develops tailored financial plans for individual client needs
- We maintain long-term client relationships through transparent communication
- Our advisers are FCA-authorised professionals with regional expertise
- We combine community-focused service with regulatory-compliant financial solutions
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Mortgage Advice
We offer comprehensive mortgage advisory services tailored to individual circumstances. Our FCA-regulated advisers help clients navigate residential and buy-to-let mortgages, including new purchases and remortgaging. We provide impartial guidance across all major lenders and products.
Financial Planning
Our financial planning services create bespoke strategies for long-term goals. We specialise in retirement planning, investment management, and tax-efficient savings solutions. We focus on creating sustainable financial roadmaps aligned with client aspirations and risk profiles.
Protection Insurance
We provide comprehensive protection insurance solutions including life, critical illness, and income protection. Our advisers assess individual needs to recommend appropriate coverage levels and policy structures. We work with major insurers to secure competitive terms for clients.
Help to Buy
Our Help to Buy specialists assist first-time buyers and existing homeowners with government-backed schemes. We explain eligibility criteria, manage application processes, and ensure compliance with scheme requirements across all participating regions.
Insurance Brokering
We offer a wide range of insurance products including home, car, and business coverage. Our independent brokerage allows objective comparisons between insurers. We provide policy reviews, claims assistance, and risk management advice tailored to specific client needs.
Questions
What areas do you cover for mortgage advice?
We provide mortgage advice across Galashiels, Hawick, Peebles, Kelso and surrounding areas in Scotland.
Are your services available to businesses?
Yes, we offer commercial mortgage and financial planning solutions alongside our personal services.
Which mortgage lenders do you work with?
We are independent advisers with access to all major UK lenders and mortgage products.
How do you charge for financial advice?
Our fee structure is transparent and discussed upfront - we disclose all charges before starting work.
Do you offer protection insurance advice?
Yes, we specialise in life, critical illness, and income protection insurance tailored to your needs.
How can I make a complaint about service?
Contact us directly via phone or email to register complaints, or reach the Financial Ombudsman Service.
