Business Details
12 Years
experience
Expert Mortgage and Protection Advisory Services
Established as a boutique mortgage and protection brokerage, we specialise in delivering tailored advisory services to High Net Worth clients. Our expertise spans residential and buy-to-let mortgages, with access to over 12,000 mortgage products from 90+ UK lenders, including exclusive deals unavailable elsewhere. We collaborate closely with high street lenders, specialist providers, and private banks to align our clients' financial goals with bespoke solutions. Our commitment extends beyond mortgage completion, offering ongoing support through face-to-face consultations, telephone, or email.Recognised as a premium broker by UK accountancy firms, we enhance client services through strategic partnerships. Our team's deep industry knowledge ensures transparency, with fees clearly communicatedranging up to 1% of the loan amount. We prioritise client education through tools like mortgage calculators and risk assessments, empowering informed decision-making. Our registered office in Alcester, Warwickshire, serves as a hub for nationwide service delivery, underpinned by regulatory compliance and a focus on long-term client relationships.
Services
Mortgage Brokerage
Protection Advisory
Mortgage Calculators
Financial Risk Assessment
Mortgage in Principle
Details
- Year established: 2014
Highlights and features
- We offer bespoke mortgage advice tailored to High Net Worth clients.
- Our team accesses exclusive mortgage deals unavailable through other brokers.
- We collaborate with 90+ UK lenders, including high street and specialist providers.
- Our mortgage calculators provide transparent insights into borrowing capacity.
- We maintain regulatory compliance under the Financial Conduct Authority oversight.
Associations and certifications
- Financial Conduct Authority
- Mortgage Advice Bureau Limited
- Mortgage Advice Bureau (Derby) Limited
Services
Mortgage Brokerage
We provide tailored mortgage brokerage services, connecting clients with over 12,000 products from 90+ UK lenders. Our expertise includes residential, buy-to-let, and specialist mortgages. Clients benefit from exclusive deals and personalised guidance throughout the application process.
Protection Advisory
Our protection advisory services cover life, critical illness, and income protection policies. We assess client needs to recommend coverage that safeguards against financial risks. This includes policy reviews and ensuring alignment with changing personal circumstances like marriage or property purchases.
Mortgage Calculators
We offer online mortgage calculators to help clients estimate borrowing capacity, monthly repayments, and stamp duty costs. These tools provide instant insights to support informed decision-making. Users can access repayment calculators and borrowing amount estimators via our website.
Financial Risk Assessment
Our financial risk assessment service evaluates clients' vulnerability to life-altering financial setbacks. We analyse existing protection coverage and recommend enhancements to mitigate risks. This includes reviewing life insurance, critical illness cover, and income protection policies.
Mortgage in Principle
We provide mortgage in principle certificates to indicate potential borrowing limits before formal applications. This service helps clients understand their budget when house hunting. The certificate demonstrates credibility to estate agents and sellers during property searches.
Questions
What mortgage types do you offer?
We offer residential, buy-to-let, and specialist mortgages from 90+ UK lenders, including exclusive deals unavailable elsewhere.
How much does mortgage advice cost?
Mortgage advice fees range from 0.67% to 1% of the loan amount, with clear pricing provided before any commitment.
Do you provide protection insurance?
Yes, we offer life, critical illness, and income protection policies tailored to individual financial circumstances and needs.
Can I check my borrowing capacity online?
Yes, our online mortgage calculators allow instant borrowing capacity assessments using key financial details.
Are you regulated by the FCA?
Yes, we operate as an appointed representative of Mortgage Advice Bureau Limited, regulated by the Financial Conduct Authority.
