Business Details
Your Trusted Mortgage and Protection Advisors in Taunton
Established as independent mortgage and protection specialists, we provide tailored financial solutions to meet diverse client needs. Our team of fully qualified advisors combines extensive industry experience with a commitment to impartial advice, operating without ties to any lenders to ensure unbiased recommendations. With a focus on whole-of-market expertise, we offer access to exclusive mortgage products and competitive protection plans, supported by an in-house team dedicated to safeguarding clients' financial futures.Regulated by the Financial Conduct Authority, we prioritise transparency, client education, and long-term relationships built on trust and professional integrity. Our services span first-time purchases, buy-to-let portfolios, lifetime mortgages, and comprehensive insurance solutions, all delivered with a personalised approach that values individual client circumstances.
Services
Mortgage Advice
Buy to Let Mortgages
Lifetime Mortgages
Income Protection
Wills & Estate Planning
Buildings Insurance
Highlights and features
- We offer independent whole of market advice with no lender ties
- In-house Protection team provides competitive, tailored insurance quotations
- Specialist Lifetime Mortgage Advisors with 40 years combined experience
- Regulated by the Financial Conduct Authority for your peace of mind
- Experienced team serving first-time buyers to large property portfolios
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Mortgage Advice
We provide independent mortgage advice covering first-time purchases, remortgaging, and property investments. Our whole-of-market approach ensures access to exclusive products while our experienced advisors consider your personal circumstances to recommend cost-effective solutions. With no lender ties, we focus solely on finding the best mortgage deal for your specific needs.
Lifetime Mortgages
Specialist equity release solutions for homeowners aged 55+. We help unlock tax-free cash from property equity while allowing continued residence. Our advisors assess eligibility, explain different mortgage types, and ensure alignment with long-term financial plans. Regulated by the Financial Conduct Authority, we provide impartial guidance on this complex financial product.
Income Protection
Comprehensive protection plans safeguarding against income loss due to illness or accident. Our in-house team sources competitive life, critical illness, and income protection policies tailored to individual circumstances. We ensure appropriate coverage levels while maintaining affordability through access to multiple insurance providers' offerings.
Buy to Let Mortgages
Tailored financing solutions for property investors from first-time landlords to portfolio owners. We handle both personal and company-name purchases, offering competitive rates and portfolio management services. Our advisors understand rental income optimisation and provide specialist landlord insurance to protect investment properties effectively.
Wills & Estate Planning
Partnership-based estate planning services ensuring asset distribution according to your wishes. We facilitate inheritance tax planning and legal will creation through our affiliated specialists. This service helps protect family financial security while ensuring compliance with legal requirements for property and asset transfer.
People
Gareth Markham
Managing Director
Fully qualified mortgage expert with extensive experience in mortgage advice and lifetime mortgages. Leads our team with a commitment to impartial guidance and regulatory compliance.
Felicity Chappell
Director of Mortgages
Specialist mortgage advisor focusing on residential and buy-to-let financing solutions. Brings significant industry experience to overseeing our mortgage advisory services.
Samantha Highfield
New Build Director
Expert in new build property financing and Help to Buy schemes. Manages relationships with major house builders across the South West region.
Questions
What mortgage services do you offer?
We provide first-time buyer mortgages, buy-to-let financing, remortgaging, lifetime mortgages, and new build property financing through Help to Buy schemes.
Are your mortgage advisors qualified?
All our advisors are fully qualified professionals with extensive industry experience, regulated by the Financial Conduct Authority.
Do you offer protection services?
Yes, we have an in-house protection team offering life insurance, critical illness cover, income protection, and property insurance solutions.
What areas do you cover?
Primarily serving the South West region with a particular focus on Taunton and surrounding areas.
Can you help with equity release?
Yes, we offer specialist lifetime mortgage services for homeowners aged 55+ seeking to release equity from their properties.
Are you regulated by the FCA?
Yes, Mortgage Select (SW) Ltd is authorised and regulated by the Financial Conduct Authority under number 456022.
