Rooted Finances

Mortgage broker  14, Rosemary Drive, Shoreham-by-Sea, West Sussex, BN43 6HT
First meeting at adviser's own cost
Whether you are excited at exploring how you can put down your roots with your first home; seeking a better deal by re-mortgaging; wanting to extend your home; or investing in Buy-to-Let, Rooted Finances is here to help you with your next steps.
We can advise you on
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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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
Response rating
7.6/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr James Clay
Financial Adviser

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

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 qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

About us

Welcome to Rooted Finances, a family-run mortgage and financial protection business. We provide a service that is personal and unique to your individual needs.

Our promise to you, is to not only help you to purchase your home in the most cost-effective way, but to also help you be able to keep your home no matter what happens.

Therefore we offer a combined mortgage and protection service, designed to save you time and money by looking after the needs of you and your loved ones.

Our services

We are part of The Openwork Partnership. Together, we are always by your side. The Openwork Partnership is one of UK's largest and longest-established financial advice and investment companies. As a Partnership, we work together to:

1) Make sure we work to the highest standards of compliance and regulation

2) Fully research the financial products available and work with product providers to secure the best solutions for our clients.

3) Access correct training and professional development

4) Sustain quality standards in the advice we give our clients.

We are proud of the personal difference we can make helping our clients and their families look forward to a better future with confidence and optimism.

Where to find us
Head office address: 14, Rosemary Drive, Shoreham-by-Sea, West Sussex, BN43 6HT
Service coverage
Preferred clients
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Rooted Finances is a trading style of James Charles Clay which is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, Washington House, Lydiard Fields, Swindon SN5 8UB, which is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. Openwork Limited's Financial Services Registration number is 408825. Openwork Limited's permitted business is advising on and arranging mortgages, general and pure protection insurance and life insurance, pensions and investments. You can check this on the Financial Services Register by visiting the FCA's website <url hidden> or by contacting the FCA on <phone number hidden>.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Some buy to let mortgages are not regulated by the Financial Conduct Authority

You will need to take legal advice before releasing equity from your home as Lifetime Mortgages and Home Reversion plans are not right for everyone. This is a referral service.

Response rating
7.6/10
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FCA authorised
Last authorised 14th June 2021

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