Business Details
20 Years
experience
Trusted Mortgage & Protection Advisers in Newcastle-under-Lyme
Established in 2006, we have built a reputation for delivering tailored financial solutions with a client-first approach. Our team of experienced mortgage and protection advisors prioritises understanding individual client needs through a two-call consultation process, ensuring informed decision-making without pressure. With over 17 years of combined expertise and recognition through customer feedback platforms like mymaze.com, we offer nationwide advice across the UK.Our commitment to honesty and transparency is reflected in our no-obligation service and whole-of-market broker status, providing access to a comprehensive range of financial products. We maintain regulatory compliance as an appointed representative of PRIMIS Mortgage Network, authorised by the Financial Conduct Authority, ensuring adherence to strict professional standards.
Services
Mortgage Advice
Life Insurance
Critical Illness Cover
Income Protection
Remortgaging
Details
- Year established: 2006
Highlights and features
- Over 17 years of experience in mortgage and protection advisory services
- No-obligation consultation with whole-of-market product access
- Award-winning service based on customer feedback
- Personable advisors providing bespoke solutions
- Hassle-free process with nationwide coverage
Associations and certifications
- Financial Conduct Authority
What people say
Extremely helpful
Stress-free service
Highly recommend
Professional advisors
Prompt solutions
Services
Mortgage Advice
Our mortgage advisory service specialises in helping clients secure competitive home loan solutions. With access to a comprehensive range of lenders, we provide tailored recommendations based on individual financial circumstances. Our FCA-regulated advisors guide clients through the entire process, from initial consultation to completion, ensuring transparency and compliance with regulatory standards.
Life Insurance
We offer customised life insurance policies designed to protect families financially in the event of unexpected circumstances. Our advisors assess individual needs to recommend appropriate coverage levels and policy types. With access to multiple insurers, we ensure clients receive competitive rates and comprehensive protection tailored to their specific requirements.
Critical Illness Cover
Our critical illness cover provides financial security for clients diagnosed with specified serious medical conditions. Advisors work closely with clients to understand their health history and future needs, recommending policies that offer lump sum payments upon diagnosis. This service ensures clients maintain financial stability during challenging health situations.
Income Protection
We provide income protection policies that replace a portion of earnings if clients cannot work due to illness or injury. Our advisors assess occupation-specific risks and recommend coverage terms that align with clients' financial obligations. This service ensures ongoing financial support during extended periods of incapacity.
Remortgaging
Our remortgaging service helps clients secure better rates or release equity from their properties. Advisors analyse current mortgage terms and market options to identify cost-saving opportunities. We handle the entire process, from initial assessment to completion, ensuring clients achieve optimal financial outcomes through strategic mortgage switching.
People
James
Mortgage Adviser
Experienced mortgage adviser with over 15 years in financial services, specialising in complex cases and first-time buyer solutions. Recognised for exceptional client communication and problem-solving expertise.
Eve
Protection Adviser
Certified protection specialist with expertise in life insurance and critical illness cover. Known for compassionate client support and innovative solutions for high-risk occupations.
Stuart
Team Leader
Senior financial services professional with 18 years' experience managing mortgage and protection teams. Focuses on quality assurance and client satisfaction through rigorous service standards.
Allanya
Customer Service Manager
Dedicated client relations expert with a decade of experience in financial services. Specialises in policy transfers and client retention through proactive communication and support.
Questions
What mortgage options are available for first-time buyers?
We offer tailored first-time buyer mortgages with competitive rates, including government-backed schemes and flexible deposit options to help you onto the property ladder.
How can I check my eligibility for a mortgage?
We provide free initial consultations and credit report assessments through Experian or Equifax to determine your mortgage eligibility and borrowing capacity.
What protection insurance policies do you offer?
We provide life insurance, critical illness cover, income protection, and specialist policies for hazardous occupations and pre-existing medical conditions.
How long does the mortgage application process take?
The average process takes 3-12 weeks, depending on lender requirements, property valuations, and legal processes involved in property transactions.
Are there fees for your financial advisory services?
We charge a maximum £495 mortgage advice fee, payable only upon completion, with no upfront costs or hidden charges for our services.
How are you regulated as a financial services provider?
We operate as an appointed representative of PRIMIS Mortgage Network, authorised and regulated by the Financial Conduct Authority under reference number 451629.
