This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
What our clients say
Completed today on our remortgage which was expertly arranged through Four Square Financial, or rather by Pete and James to be more accurate. Fantastic personalised customer service. Excellent communications throughout. A thoroughly professional job. I would not hesitate to recommend these guys to anyone needing help and advice on mortgage and property related matters. Not all mortgage companies are the same; thankfully Four Square go 'above and beyond'! Thanks again chaps; it was a pleasure doing business with you.
Jon T, Bristol
Foursquare Financial Ltd went above and beyond to help with our recent move. A brilliant service, that I would recommend to anyone. James and Peter provided a depth of knowledge and incredible support at every stage of the process. A pleasure to do business with. Thank you both.
Jonathan C, Trowbridge
Fantastic service - mortgage, life insurance and home insurance sorted in minimal time. Having never undertaken these commitments on my own- Pete and James were informative and reassuring. The whole process was smooth and stress free. Thanks Pete and James
Linda Hart, Bristol
James and Peter took the time to understand my financial requirements and came up with a solution which has allowed me to increase my current property portfolio. As a landlord, I cannot recommend James, Peter and all the team at Foursquare Financial highly enough
Andrew G, Bristol
Pete was really helpful when it came to buying my first home. He explained the different types of mortgages I could have and what product would be best for me, and simplified the whole process. The team overall are a pleasure to work with and are quick on getting back to you regarding any query. I highly recommend them.
Victor M, Bristol
Excellent service and advice, after trying the high street banks and my local brokers I was still £5000 off of my goal until Foursquare Financial started looking for me, and then when the first choice mortgage provider changed their minds about my disabled benefits they had a second choice ready and waiting to go with the full amount I needed. not only did they find me the mortgage and work with the companies on my awkward income situation, but they also guided me through the buying process and helped me find a good inexpensive honest conveyancer that actually stuck to the original quote. Thanks again James for all of your help, I would recommend you to anyone.
Andrew M, Trowbridge
Faultless from start to finish. Could not have completed the moving process without Pete, he was our night in shining armour on many occasions and helped us every step of the way. Also had answers to our questions and offered great advice. Definitely, defiantly worth doing and highly recommended
Charlotte W, Bristol
Pete has been a total superstar! He’s approachable, professional, polite and honest with no question or query unanswered! Not only has he helped us with our mortgage application and related process, he has also assisted us with insurances and similar bits and bobs. He’s really made our moving process as smooth as it could ever be. Definitely recommend to anyone and everyone!
Molly D, Bristol
Peter has been helping me for years with my mortgage needs, and has also arranged brilliant life and critical illness insurances to protect me and my family. Straightforward guy, very trustworthy, couldn't recommend more highly.
Neil S, Swindon
I have recently just completed my purchase of my first home, every stage was made so easy with the help from Peter and Ben, great service!
Dean S, Cardiff
Pete was able to help me out at very short notice over the Christmas period with a remortgage. Pete came up trumps and his customer service was impeccable. Thanks for all your hard work.
Rob T, Nailsea
Never met nicer people. Helped us with everything and made everything so understandable would highly recommend this company. They done a brilliant job very pleased.
Adrian C, Bristol
Great professional service! Having been in the property game a long time rare to see such a committed team
Dean W, Swansea
Really happy with the service that Peter and James offered us. Very helpful and always on the end of the phone to help this process along. Found the right product for our needs too.
Sue M, Trowbridge
Offering whole market mortgage advice and insurance recommendations across the UK. We offer a free consultation at your convenience via telephone, video, or face to face.
We help everyone from first time buyers to home movers, remortgages and investors with all their borrowing needs.
Whether you are a first-time buyer, an experienced home mover, an investor with a portfolio of properties, or you are simply looking to remortgage we can help. With over 30 years’ experience we will find you the most suitable mortgage and continue to support you with the whole process of purchasing or remortgaging. Please get in touch to arrange an appointment.
Ellis James Financial Ltd is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. Ellis James Financial Ltd is registered in England no: 13367133. Registered address: Homelea Cottage, The Common, Patchway, Bristol BS34 6AS
Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage.
Commercial Mortgages and some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.
A fee may be charged for mortgage advice. The exact amount will depend on your circumstances
Where to find us
Head office address: The Common, Patchway, Bristol, BS34 6AS
Your home may be repossessed if you do not keep up
repayments on your mortgage.
There is a fee for mortgage advice, typically £499, which will be payable upon application for your mortgage.
We will charge a fee of £99 for future mortgages once you have paid our initial fee. Some buy to let mortgages, wills and funeral planning are not regulated by the FCA.
Registered Address- Homelea, The Common, Bristol, BS34 6AS
Ellis James Financial Ltd is authorised and regulated by the Financial Conduct Authority (Firm Registration Number 794900).
Award winning, family run, Independent, Whole of Market firm specialising in borrowing for homeowners over the age of 55,
We specialise in Equity Release and offer free initial advice with no obligation or pressure.
Members of the Equity Release Council
I have 10+ years in the finance industry with over 7 years’ experience in the mortgage and protection sector advising for one of the UKs largest building societies.
I have recently joined a mortgage broking firm so I can advise on the wider market.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.