Balanced Financial Services
25th March 2019
1 qualified, professional, experienced, lender respected adviser to manage your application from START to FINISH. You are not a number
We can advise you on
- Bad credit
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
Meet our advisers
Charlie Baker
Director & Adviser
Qualifications & Accreditations
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R07 - Certificate in Advanced Mortgage Advice
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
J07 - Supervision in a Regulated Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Services Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Alisha Burrell
Mortgage & Protection Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Jinette Arthurs
Senior mortgage & protection adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
What our clients say
Charlie has been outstanding throughout the whole process. When everyone said it was impossible Charlie managed to do it for us and so promptly. Highly recommended.
Charlie is a legend!!
Very efficient totally professional and unphased by any complications nothing was too much trouble
Our mortgage was processed very quickly with no stress whatsoever
A very big thank you from us we will definitely use you again
Charlie is great. She was never phased by complex circumstances and our endless questions as she guided us through the mine field of mortgages and insurance with ease. More than anything we appreciated her willingness to help and advise with all aspects of the process, including those beyond her remit. She made an extremely scary and complex process easy and stress-free (as much as possible anyway). Not expensive either!
Charlie has been so fantastic that I was tempted to write a bad review so that she doesn't get overrun with new business! She always makes time when I need to talk through mortgages and she keeps an open mind when I find properties that may be a challenge to mortgage. She explains everything very very clearly so that I completely understand my options and the process. I can't fault her and would strongly recommend using her, I definitely would not use anyone else.
Can't thank this company enough for their guidance and help in securing an excellent mortgage offer that is perfect for my needs. I have passed their details onto family and friends with the confidence that they will receive the same excellent service that I did.
Excellent service and extremely quick too! We had been refused a mortgage and decided to retry with Balanced Financial Services. We should have gone with them in the first place! Charlie (our adviser) was extremely helpful and explained to us that being refused was not the end of the line. She arranged everything for us very quickly and pain free and more importantly, got us a mortgage for a £1000 LESS IN FEES than the one we previously applied. We were very satisfied and would happily recommend their services to everyone!
Charlotte has now helped me complete 2 re-mortgages. One being a buy-to-let and the second being a standard residential. Her professionalism and experience makes her a clear and easy choice.
Great company couldn't be more helpful kept in touch all the way by phone and email. I was a little worried been so far away this wouldn't be a easy process, but please don't hesitate where ever you live the distance does't effect the quality of the work you receive quick reliable pleasant on the ball at all times would recommend over and over again. Thank you so much Charlie much appreciated. Jenette
Recently bought a property via Auction, putting Charlie in a very difficult position with timescales etc. Various problems along the way resulted in the need for 5 new mortgage offers. Charlie dealt with all the problems promptly and did all she could to make it as stress free as possible! Great service, would definitely use again and recommend highly!
Recently bought a new home with balanced financial services. I would highly reccommend them, charlie who we dealt with throughout was excellent, she really helped us with everything ; i would not hesitate to use them again . Thankyou charlie
Where to find us
14 Draper Way, Norfolk, Norwich, NR5 9NA
Make an enquiryAbout us
Mortgage broker offering mortgages for residential owner occupied properties, and specialist in buy to let mortgages including complex multi-unit, multi-let, student lets, Ltd companies & Portfolio Landlords
Our services
Have a read through our reviews - Our previous clients will give you an idea of what to expect!
We can offer you:
Speed (In principle decision within an hour)
No pressure advice, no 'heavy sales tactics'
Assistance via ONE point of contact all the way through to completion of your mortgage.
A professional, knowledgeable, frank and honest approach.
Home visit or telephone appointment at a time to suit you.
Flexible adviser availability - We will endeavor to be there when you need us.
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