Business Details
13 Years
experience
Trusted Mortgage Brokers in Walton-on-Thames
Established in 2013, Purely Financial Planning brings over 60 years of combined expertise to mortgage advisory services in Walton-on-Thames. Our team prioritises customer-centric solutions, blending specialist knowledge with impartial financial protection advice to ensure clients secure optimal mortgage deals tailored to their unique circumstances. We focus on long-term client security through comprehensive mortgage strategies and protection planning, supported by a dedicated team committed to transparency and exceptional service delivery. Services
Mortgages
Protection Plans
Business Protection
First Time Buyer
Home Mover
Buy To Let
Remortgaging
Mortgage Advice
Financial Protection
Estate Planning
Details
- Year established: 2013
Highlights and features
- We offer over 60 years of combined experience in mortgage advisory services
- Our team provides impartial advice tailored to individual client needs
- Specialist knowledge in first-time buyer, remortgaging, and buy-to-let solutions
- We implement a customer-centric process with regular progress updates
- Our directors hold professional qualifications in mortgage and protection planning
Associations and certifications
- Financial Conduct Authority
What people say
Amazing from start to finish
Knowledge and expertise are second to none
Smooth and stress free process
Highly recommended
Excellent customer service
Services
Mortgage Advice
We provide comprehensive mortgage advisory services covering first-time buyer, remortgaging, and buy-to-let options. Our FCA-authorised advisors help clients navigate high street and specialist lenders to find competitive deals. With personalised guidance, we ensure mortgage solutions align with individual financial circumstances and long-term goals.
Protection Plans
Our financial protection services include life cover, critical illness cover, and income protection tailored to mortgage holders. We offer impartial advice to create bespoke protection strategies that safeguard clients against unforeseen circumstances. These plans ensure mortgage payments remain covered during periods of illness, unemployment, or other financial disruptions.
Business Protection
We help businesses implement protection strategies against unexpected events through tailored insurance solutions. Our services cover key person insurance, shareholder protection, and partnership agreements. By addressing potential risks, we ensure business continuity and financial security for company owners and stakeholders across various industry sectors.
First Time Buyer
Specialist support for first-time property purchasers navigating mortgage options and affordability criteria. We explain fixed-rate, variable-rate, and interest-only mortgages while helping clients meet deposit requirements. Our guidance simplifies the buying process from initial consultation to property completion, ensuring informed decision-making for new homeowners.
Remortgaging
Expert assistance for homeowners seeking better mortgage terms or equity release. We evaluate current deals, compare market options, and facilitate switching to more favourable arrangements. Our service includes assessing exit fees, identifying savings opportunities, and ensuring smooth transitions to new mortgage providers or products.
People
Andrew Glover
Director
With over 30 years in financial services since 1988, Andrew specialises in residential mortgages and protection planning. He previously operated within a major independent estate agency, gaining unique insights into client needs. Outside work, he enjoys golf and family holidays.
Duncan Hodgson
Director
Duncan brings 15+ years of mortgage and protection expertise, focusing on holistic financial solutions. He combines mortgage advice with pension and investment planning to create tailored strategies. An avid golfer and Arsenal supporter, he prioritises long-term client relationships.
Claire Grove
Senior Paraplanner
Claire has worked in financial services since 1998 and joined Purely Financial in 2015. Her administrative expertise ensures clients receive regular updates throughout the mortgage process. She understands property purchase anxieties from personal experience as a homeowner.
Amanda Watson
Estate Planner
With 20 years in financial services, Amanda specialises in wills, trusts, and power of attorney arrangements. She simplifies complex estate planning concepts into plain English documentation. Outside work, she supports her children's gymnastic activities and enjoys live music events.
Ben Rosser
Mortgage & Protection Advisor
Ben transitioned from a 15-year golf professional career to mortgage advisory services in 2018. He provides bespoke advice on mortgage and protection products, leveraging prior client relationship skills. He coaches youth football and follows Manchester United passionately.
Questions
What mortgage options exist for first-time buyers?
First-time buyers can access fixed-rate, variable-rate, and interest-only mortgages. We help assess affordability, explain loan-to-value ratios, and identify suitable deals based on individual financial circumstances and deposit amounts.
Do you offer remortgaging services?
Yes, we provide remortgaging assistance to help homeowners secure better terms, reduce payments, or release equity. Our process includes evaluating current deals, comparing market options, and facilitating smooth transitions.
What protection plans do you provide?
We offer life cover, critical illness cover, income protection, and family income benefit plans. These products safeguard mortgage payments during unemployment, illness, or other financial disruptions, tailored to individual client needs.
Are your fees transparent?
Yes, we discuss all fees upfront. Our typical mortgage advice fee is £500, with complex cases up to 1% of the loan amount. We ensure complete cost transparency before commencing any work.
How do you ensure personalised service?
We conduct detailed fact-finds to understand client circumstances, goals, and concerns. Our team provides regular updates throughout the process and tailors recommendations based on individual financial situations and property objectives.
