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  11. Balanced Financial Services

Balanced Financial Services

Independent mortgage adviser  14 Draper Way, Norfolk, Norwich, NR5 9NA
First meeting at adviser's own cost
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
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
phone Show number
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Charlie Baker
Director & Adviser

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Mr Paul Blake
Senior Mortgage & Protection Adviser

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.

Mr Peter Whitlam
Buy to Let Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Mrs Andrea Woredge
Mortgage & Protection Adviser

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
Balanced Financial Services were an imperative element in obtaining our mortgage offer. We were first time buyers in an unorthodox situation and required specialist advice and a quick, high quality service. The honest support, advice and information provided by the personable consultants and director was absolutely invaluable throughout the entire buying process. They spend their time effectively working on your case, complete tasks very efficiently and communicate regarding your situation without judgement. We are extremely thankful that we received a recommendation to use Balanced Financial Services, as the service they provide is extremely good value for money.
Hannah, Bradford
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.
Aimee, Norfolk
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
Steve & Maureen, Norwich
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!
Aggie, Norwich
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.
Eleanor, Norfolk
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.
Rob, Norwich
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!
Lu, London
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.
James, Norfolk
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
Jenette, Manchester
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!
Toby, Dereham
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
Petrine, Norfolk
Paul at Balanced Financial Services was a pleasure to work with. Extremely helpful and didn't hesitate to answer any of my questions regardless of the time of day. My remortgaging needs were dealt with smoothly and all terms etc were discussed with detail to ensure i understood throughly. It was a pleasure working with Paul and I'm 100% sure i will be contacting Paul the next time i require his services.
Luke, Norfolk
Getting a mortgage for my first home was incredibly daunting until i met Charlie and Paul at Balanced FS. The initial chat with Charlie gave me a clear idea of the options I had available. My application was handled by Paul who was very professional and friendly throughout and made sure I was aware of every step and helped me ensure all my documentation was completed correctly. The entire process from start to completion was handled exceptionally well and my mortgage was a perfect fit for my needs. I cannot recommend Balanced FS highly enough, choose them and you wont be disappointed!
Matt, Norwich
Excellent, personal, clear and reliable help! This is a top quality service from people who really do care about providing the best possible outcomes for their customers. A very rare and beneficial find, which I whole-heartedly recommend!
Ilana, UK
I have no reservations in recommending Balanced Financial Services to anyone. They were professional, responsive, supportive and went above and beyond on a number of occassions. Charlie, in particular, was fantastic! We encountered a number of obstacles during the process, and we also changed a mind, more than once, on what we wanted. Charlie was patient, supportive and professional throughout. We've now completed the process and will return to their services in future.
Huw, UK
Very happy with the service we received throughout, very responsive when needed without being overbearing. Completely transparent and felt they were acting in our best interests throughout the process. Would definitely use again.
Martin, UK
I really couldn’t speak more highly about the help and professionalism I received. The above and beyond service from Charlie at Balanced Financial Services Ltd helped me secure my dream house. From start to finish nothing was too much trouble and everything was proactively taken care of. I will 100% be utilising Charlie’s skills again going forwards and recommend her and the company to anyone in need of a mortgage broker.
Grant, UK
About 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.

Where to find us
Head office address: 14 Draper Way, Norfolk, Norwich, NR5 9NA
Preferred clients
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
phone Show number
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FCA authorised
Last authorised 10th May 2021

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