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.
R01 - Financial Services, Regulation and Ethics (CII)
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This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R06 - Financial Planning Practice (CII)
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This qualification helps advisers develop and demonstrate their financial planning capabilities.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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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
Thank you so much for all the work you did to get me my mortgage. It means so much to be able to stay in our family home. You're a star!
Michelle Swanston, Bridgwater
Our experience with Samuel was first class. I needed an agreement in principal within a matter of hours or I would have lost out on my dream house and he helped me, out of hours (this was before we had even met, I simply called him out of the blue based on recommendation) and we managed to secure the house because of him.
Charly Venning, Bridgwater
Just to say many thanks for all the excellent work you put in to secure my re-mortgage application. Your diligence and attention to detail was understandably a big factor in the success. I will certainly recommend you to others.
Neal Balcombe, Bridgwater
Samuel has been extremely knowledgeable and accommodating. He worked really hard to secure us mortgage in quite difficult circumstances.
Iwona, Cotford St Luke
Samuel gave honest, helpful & professional advice from start to finish. I would recommend him to anybody & everybody looking to buy a house.
Corbett Sykes-Moore, Bridgwater
Highly recommend (as we have numerous times now) using Samuel again for our latest mortgage and our other financial needs.
Richard Davies, Ilminster
Amazing service from day one. Just brought my first home and Sam has made this feel effortless. Fab communication... quick responses. Would highly recommend.
Katie Durham, Bridgwater
Samuel has been patient, quick to respond, incredibly flexible and very pleasant to deal with. Thank you for putting up with us and getting us the best possible solution. We would highly recommend.
Hannah Blackmore, Cardiff
Professional and helpful throughout. Our first time buying a house which was made so much easier with Sam's help and advice. He was fantastic with communication and as we don't live in Somerset yet he worked around when it was convenient for us. Quick to respond to all questions. Explained everything in detail. Would highly recommend to everyone.
Kerri-Ann Bushby, Bridgwater
Samuel has being amazing, it's my first mortgage and house purchase and he has guided me through a fairly challenging and certainly not straight forward mortgage applications! But we have got there in the end thanks to all his hard work!! He has not only helped me secure a mortgage offer but also guided me through the various income protection policies on offer finding the most suitable one for my circumstances. Communication has being great all the way through, with clear explanation on the most suitable mortgages and protection policies. I can't thank him enough.
Clare Sharland, Taunton
I couldn’t have asked for a better mortgage advisor! Professional and always quick to respond with extensive knowledge of the complete mortgage market and protection policies to match.
We have been in house just over a year now made possible by you so thank you.
Would recommend to anyone!
Sarah-Ann, Wiveliscombe
Sam has been absolutely brilliant- as a first time buyer he has made the process of getting a mortgage so much easier- patient and very knowledgeable Sam explains everything clearly and openly. I would absolutely recommend Sam to everyone.
Helen Kirkup, Bridgwater
About us
We provide first-class, friendly and unbiased mortgage advice and arrangement throughout Somerset and the UK, helping you secure the best mortgages from the widest range of lenders and products.
Contact us now to find out more...
Please browse the recommendations from our wonderful happy clients, we have many and would love you to join them.
Our services
We help you get the best mortgage for you, whatever your needs and circumstances. Whether you are looking to buy your first home, remortgage, invest in property or release equity from property we can help. We pride ourselves in being able to find solutions for every circumstance and work with a huge range of lenders to help you find your ideal mortgage. We also offer the very best financial protection (insurance) advice to help protect your financial future.
Where to find us
Head office address: Suite 1A, Wellworthys Business Centre, Parrett Way, Parrett Way, Somerset, TA6 5LB
Your home may be repossessed if you do not keep up
repayments on your mortgage.
Whittlesea Mortgages is a trading style of Samuel Whittlesea Limited registered in England and Wales, with registered no. 09853916. Its registered office is 7 Castle Street, Bridgwater, Somerset, United Kingdom, TA6 3DT. Samuel Whittlesea Ltd is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.
Hello, my name is Caroline Heale, and I am an Advisor at Mortgage Marketplace. We are an independent, whole of market brokers providing jargon-free mortgage advice together with a fast & efficient service. Find out more below.
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
