Business Details
We are a family-run financial planning practice established in Leek, Staffordshire. Our founders, Aga and Tom Gronkiewicz, combine mortgage expertise with protection advisory qualifications. We have supported hundreds of clients through the mortgage process with personalised guidance. Our team delivers professional advice without initial consultation fees or obligation. We offer flexible appointments including face-to-face, online, and telephone consultations. Over 200 verified five-star reviews demonstrate our commitment to client satisfaction. Aga brings experience as a former senior case manager for a Government Minister.
Tom has been recognised by two major financial networks for quality and volume of work. We specialise in first-time buyer mortgages, equity release, and family protection planning. Our proprietary five-step process ensures a smooth journey from initial contact to settlement. We remain accessible throughout every stage, providing direct support rather than call centre referrals. Our mission centres on delivering peace of mind so families can enjoy life without financial fear.
Tom has been recognised by two major financial networks for quality and volume of work. We specialise in first-time buyer mortgages, equity release, and family protection planning. Our proprietary five-step process ensures a smooth journey from initial contact to settlement. We remain accessible throughout every stage, providing direct support rather than call centre referrals. Our mission centres on delivering peace of mind so families can enjoy life without financial fear.
Highlights and features
- We have over 200 verified five-star client reviews.
- Our advisers hold recognised qualifications from major financial networks.
- We provide a structured five-step mortgage process for buyers.
- Our family-run practice offers direct access, not call centres.
- We combine mortgage, protection, and will-writing expertise seamlessly.
Services
First-Time Buyer Mortgages
Our dedicated first-time buyer service guides clients through a structured five-step journey from initial consultation to property completion. We provide a bespoke home viewing guide and secure a decision in principle before viewings begin. Our team coordinates solicitors, surveyors, and insurance to ensure a stress-free purchase experience.
Protection Advice
Tom Gronkiewicz delivers qualified business and personal protection advice to safeguard family income and assets against unforeseen circumstances. We assess individual risk profiles to recommend suitable life insurance, critical illness cover, and income protection policies. This integrated approach ensures mortgage commitments remain secure throughout changing life events.
Equity Release
Aga Gronkiewicz provides specialist equity release advice helping older homeowners access property wealth while retaining ownership. We explain lifetime mortgage and home reversion options clearly, ensuring clients understand implications for inheritance and benefits. Our advice process prioritises long-term financial security and family peace of mind.
Will Writing
Tom Gronkiewicz offers professional will writing services to ensure client estates are distributed according to their wishes. We guide families through executor appointments, guardianship decisions, and inheritance tax planning considerations. This service complements our mortgage and protection advice for comprehensive financial planning.
Mortgage Insurance
Our in-house specialist arranges tailored buildings and contents insurance alongside mortgage protection policies for new homeowners. We compare leading providers to secure competitive premiums that match specific property and personal requirements. Clients benefit from streamlined administration with a single point of contact for all protection needs.
