Business Details
30 Years
experience
Trusted Financial Advisers in Swindon
Established in 1996, MMB Finance is an independent financial advisory firm based in Swindon, dedicated to providing tailored financial solutions. We specialise in mortgages, specialist insurance, and estate planning, operating under the strict regulatory oversight of the Financial Conduct Authority (FCA Registration No 302545). Our approach combines local market expertise with a commitment to face-to-face client relationships, ensuring personalised advice that evolves with clients' changing needs. We prioritise transparency, offering free services in most cases while maintaining clear communication about any fees.Our team focuses on empowering clients with unbiased information across mortgage options, life insurance, income protection, and inheritance tax planning. With a deep understanding of the Swindon region and surrounding areas, we deliver targeted financial strategies that national institutions may overlook. Our dedication to the FCA's 'Treating Customers Fairly' initiative underscores our commitment to ethical practices and client satisfaction.
Services
Mortgage Advice
Specialist Insurance
Wills & Estate Planning
Inheritance Tax Planning
Income Protection
Life Insurance
Buy to Let Mortgages
Adverse Credit Mortgages
HMO Mortgages
Holiday Home Mortgages
Details
- Year established: 1996
Highlights and features
- We offer independent mortgage advice unaffiliated with specific lenders
- Our FCA-authorised status ensures regulatory compliance and client protection
- Local Swindon expertise covering 30-40 mile radius including Bristol and Oxford
- Face-to-face consultations prioritise personal client relationships
- Comprehensive financial solutions spanning mortgages, insurance, and estate planning
Associations and certifications
- Financial Conduct Authority
- Consumer Credit Licence No 536963
Services
Mortgage Advice
We provide independent mortgage advice covering residential, buy-to-let, and specialist mortgages. Our FCA-regulated advisers help first-time buyers, homeowners, and investors navigate the complex mortgage market. With local Swindon expertise, we source competitive rates and tailored solutions across 30-40 miles.
Specialist Insurance
Our insurance services include life cover, critical illness, and income protection policies. We tailor insurance solutions to individual circumstances, ensuring adequate coverage against unforeseen events. Local knowledge enhances our ability to match clients with appropriate protection strategies.
Wills & Estate Planning
We offer comprehensive will writing and inheritance tax planning services. Our advisers help clients protect assets and plan for family financial security. Specialist guidance minimises tax liabilities while ensuring clear estate distribution according to client wishes.
Adverse Credit Mortgages
Specialist mortgage solutions for clients with credit challenges. We access niche lenders and tailored products to help those with adverse credit histories secure home financing. Personalised advice addresses individual circumstances and credit improvement strategies.
Buy to Let Mortgages
Dedicated landlord mortgage advice for property investors. We provide solutions for single-property investors and larger portfolios, including HMO and holiday let mortgages. Local market insights help maximise rental investment returns.
Questions
What mortgage types do you specialise in?
We specialise in residential mortgages, buy-to-let properties, adverse credit cases, HMOs, and holiday homes across Swindon and surrounding areas.
Are your services regulated?
Yes, our mortgage and insurance services are regulated by the Financial Conduct Authority (FCA Registration No 302545).
Do you charge for financial advice?
Most services are free, though complex cases may incur transparent fees agreed in writing beforehand.
How do you handle estate planning?
We provide will writing, lasting power of attorney, and inheritance tax planning services to protect your assets and family future.
What insurance products do you offer?
We provide life insurance, critical illness cover, income protection, and buildings/contents insurance tailored to individual needs.
Can you help with local property investments?
Yes, our Swindon-based expertise covers property investments within a 30-40 mile radius including Bristol, Oxford, and Bath markets.
