chartered financial planner

mortgage solutions - specialist sectors

There are countless mortgage brokers operating in the market, however, as you would expect from a
firm of Chartered Financial Planners we believe we can offer a little more than just selecting between a fixed and variable rate!

We have professional connections with specialist mortgage lenders as well as boutique tax
planning companies. Our areas of expertise include the following;

  • Equity Release & Lifetime Mortgages
  • Commercial Mortgages
  • But-to-Let Portfolios
  • Currency Mortgages
  • Stamp Duty Land Tax (SDLT) Planning
  • Mortgages for Overseas Property
  • Self Build
  • Bridging Loans
  • Capital Gains Tax Planning


Buy to let mortgages are not regulated by the FSA.

testimonials

Dr James Penton

I'm very settled into my flat now, so I just wanted to say thank you again for all the help you gave with the process - it made it much smoother!............. seems like a very professional outfit...

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01565 653550