About us
Find out what we can do to help you with your finances. Get in touch with us today!
A little about us...
We’re committed to helping you fully understand the broad range of options available to you so that you can work with us to make an informed decision about the product that is most suited to your individual requirements.
Who Are We
We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.
Our Mission
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress.
What We Do
We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.
Our history
We are based in Mickleton, Chipping Campden and have been for the last 18 years. With over 29 years of financial services experience, we know only too well that arranging a mortgage can be daunting and stressful. It’s important therefore to make the process as simple as possible. We provide unbiased whole of market advice so you can trust us to find the best deal for you.
Our process
01
Carry out a Personal Mortgage Review. Explain all the mortgage schemes to you, the repayment methods and costs involved.
02
Research the whole of the market.
03
Recommend a total mortgage solution to protect you, your home and your family.
04
Provide you with a detailed report of why the mortgage and protection solutions best suits your needs and requirements.
05
Complete all necessary documentation and manage your application through to completion.
06
Our promise to you
Our Aim
To listen to your needs and offer impartial, unbiased advice based on your particular requirements and circumstances.
Our Commitment
Meet the team
JOHN LEES
Mortgage Adviser
We are based in Mickleton, Chipping Campden and have been for the last 18 years. With over 29 years of financial services experience, I know only too well that arranging a mortgage can be daunting and stressful. It’s important therefore to make the process as simple as possible. We provide unbiased whole of market advice so you can trust us to find the best deal for you.
SIMONE FALLON
Simone has lived in Mickleton for 3 years and ensures that the administration surrounding your mortgage application process is seamless, efficient and stress free.
Let us help
Getting a mortgage can be a challenging and complicated process. That’s why you need regular access to expert guidance and support from people you know you can trust. Our aim is to provide you with professional knowledge of the market and excellence in customer service whilst being on hand to help every step of the way.