What our clients say
“Robert was very friendly and helpful throughout. We felt supported and very reassured that we would find a mortgage suitable for our needs. Thank you.”
“Excellent service, efficient, knowledgeable and friendly. We felt Robert very much understood our needs and found the best deal for us. Would highly recommend.”
"Andy is someone who I have always found to be professional and trustworthy at all times. He has extensive knowledge of all kinds of financial planning and can, when necessary, be creative in his approach. He also makes a sometimes seemingly complicated subject easy to understand. can say without hesitation that I will continue to use Andy as there is no-one else I know in his field that I feel as comfortable with and I can highly recommend him. He is a real person who goes out of his way to understand your individual needs and to ensure you get the correct advice.”
“We have used Andy’s services for over 10 years and have found his advice to be excellent. Andy’s advice has always taken into account our needs and requirements and we have never been offered anything that we have not needed. I have found Andy to be helpful, honest and he has always explained the different options to us in a manner that we can easily understand and has enabled us to make the right decisions concerning our finances.”
“I have known Andy for many years and have no hesitation in recommending him personally and professionally. He is very knowledgeable, has tremendous integrity, a forward looking perspective and very high standards. He has the ability to bring humour and relaxation to what can be complex conversations. I have nothing but the highest regard for his work and just as important, his way of working.”
Established in 2011 the company builds on the sound reputation for the provision of clear and understandable Mortgage and Equity Release advice of the owner, Andy Wilson. Andy has over 39 years’ experience in financial services and holds the Diploma in Financial Planning from the Personal Finance Society in addition to various mortgage qualifications. He is an expert in Mortgage and Equity Release advice and often provides editorial and features for local radio, newspapers and magazines.
Andy was joined in 2019 by Robert Drury as our specialist mortgage adviser. Robert has over 30 years experience managing branches of Nat West bank and the Britannia Building Society, and providing mortgage advice in these and with Santander Bank.
The company is an Adviser member of the Equity Release Council, the industry body which promotes safe and accessible equity release plans.
We offer a comprehensive range of mortgage products from across the market for first charge mortgages only. We do not offer deals that you can only obtain by going direct to a lender.
For those seeking to increase their existing borrowing, alternative finance options may be available and more appropriate for your needs. For example, a further advance from your existing lender, a second charge mortgage or an unsecured loan (e.g. a personal loan).
We see all clients face to face and do not advise 'at a distance'.