Business Details
17 Years
experience
Trusted Mortgage Brokers in Bournemouth & Dorset
Established in 2009, Wimborne Financial Services has built a reputation as a trusted mortgage advisory firm serving clients across the UK. Our team combines over 15 years of industry expertise with a personalized approach to help clients navigate the complex mortgage landscape. We specialise in matching individuals and families with tailored mortgage solutions that align with their unique financial circumstances, whether they are first-time buyers, home movers, or property investors.Our independence from specific lenders ensures impartial advice, while our comprehensive understanding of mortgage products enables us to secure competitive deals. We maintain strong relationships with multiple providers to offer access to a diverse range of mortgage options, and our commitment to ongoing client support extends beyond initial transactions to provide long-term financial guidance.
Services
First Time Buyer Mortgages
Purchase Mortgages
Re-mortgages
Buy to Let Mortgages
Life Insurance
Income Protection
Building Insurance
Critical Illness Cover
Details
- Year established: 2009
Highlights and features
- We offer 15+ years of mortgage advisory experience in Dorset and nationwide
- Our independent status ensures impartial recommendations across 1000+ mortgage deals
- We provide tailored solutions with transparent fee structures starting at 395
- Our client-centric approach includes face-to-face consultations and ongoing support
- We maintain professional relationships with multiple lenders to secure competitive rates
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Professional service
Fast and easy to understand
Great value saving money
Extremely knowledgeable
Spot on mortgages
Services
First Time Buyer Mortgages
We specialise in guiding first-time buyers through the mortgage process with tailored advice and competitive rate comparisons. Our service includes affordability assessments, mortgage agreement in principle support, and ongoing assistance through the conveyancing process. We help clients understand stamp duty implications, government schemes, and insurance requirements while maintaining transparent fee structures.
Purchase Mortgages
Our purchase mortgage service covers all stages from initial affordability checks to final completion. We assist with porting existing mortgages, comparing new lender offers, and navigating the conveyancing process. Clients receive comprehensive guidance on valuation requirements, legal documentation, and insurance arrangements while benefiting from our market-wide product comparisons.
Re-mortgages
We provide expert re-mortgaging advice to secure better rates, release equity, or consolidate debt. Our process includes market comparisons, timing recommendations, and assistance with legal documentation. We help clients evaluate early repayment charges against potential savings while ensuring appropriate insurance coverage during the transition period.
Buy to Let Mortgages
Our buy-to-let specialists advise on property investment financing through personal or limited company structures. We provide guidance on tax-efficient arrangements, capital gains considerations, and portfolio management strategies. The service includes market comparisons, regulatory compliance advice, and insurance recommendations tailored to rental property investors.
Life Insurance
We offer impartial life insurance advice to protect clients' financial commitments. Our service includes policy comparisons between level and decreasing cover options, integration with mortgage requirements, and guidance on policy terms. We ensure clients understand premium obligations and payout conditions while maintaining appropriate coverage throughout their mortgage term.
People
Andrew Dudley
Managing Director | Mortgage and Insurance Adviser
With 15 years' experience, Andrew founded Wimborne FS in 2009 after working in high-pressure commercial environments. He specialises in mortgage and insurance advisory services, maintaining long-term client relationships through transparent, needs-based advice while balancing business operations with family life.
Claire Dudley
Accounts Manager
As co-founder, Claire manages the company's financial operations and back-office functions. Her organisational expertise ensures smooth business operations, allowing Andrew to focus on client advisory services while maintaining the company's financial compliance and administrative efficiency.
Questions
How do you find the right mortgage for my circumstances?
We conduct thorough affordability assessments and compare 1000+ mortgage products to match your needs with the best available deals.
What fees do you charge for mortgage advice?
Our standard fee is £395, though this may vary between £150-£495 depending on case complexity, agreed upfront with clients.
Can you help with mortgages outside Dorset?
Yes, while based in Dorset, we assist clients nationwide with mortgage solutions tailored to their specific locations and needs.
What mortgage process steps should I expect?
Key stages include affordability checks, mortgage agreement in principle, property valuation, formal application, and conveyancing support.
Do you offer ongoing mortgage support?
Yes, we provide continuous support throughout mortgage terms, including re-mortgaging opportunities and insurance reviews.
