Business Details
Trusted Independent Mortgage & Insurance Advisors
Open Vision Finance is a mortgage and protection advice company founded on principles of customer-centric service and industry expertise. As independent advisors, we access whole-of-market rates to deliver competitive solutions tailored to individual needs. Our team has extensive experience navigating complex mortgage markets and protection insurance products, ensuring clients receive informed recommendations. We combine advanced technology with traditional business values to build long-term partnerships based on transparency and trust.Regular client updates, a network of trusted contacts, and continuous operational reviews demonstrate our commitment to sustainable service delivery. Our advisors undergo rigorous professional development to maintain sector-specific knowledge while adhering to strict financial regulations.
Services
Mortgage Advice
Remortgage Services
Insurance Brokerage
Home Moving Assistance
Credit Profile Services
Independent Financial Advisers
Insurance Coverage Consultation
First Time Buyer Support
Landlord Insurance Solutions
Protection Insurance Services
Highlights and features
- We offer whole-of-market mortgage rates and expert advice.
- Our team provides personalized, long-term client partnerships.
- We combine technology with traditional business values for transparency.
- Our advisors are FCA regulated with sector-specific expertise.
- We maintain a 99% client satisfaction rate through dedicated service.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service quality
Professional expertise demonstrated
Stress-free mortgage process
Patient and thorough advisors
Successful mortgage outcomes
Services
Mortgage Advice
Our mortgage advisors guide clients through every stage of property financing. We assess individual circumstances to recommend optimal solutions from the entire market, including first-time buyer schemes and buy-to-let portfolios. With access to exclusive rates unavailable through banks, we negotiate competitive terms while explaining all associated risks and requirements comprehensively.
Remortgage Services
We review existing mortgage arrangements to identify potential savings and improved terms. Our experts analyse current financial commitments and market opportunities to deliver strategic remortgaging solutions that could reduce monthly payments or release equity. We handle all transactional requirements while maintaining compliance with financial regulations.
Insurance Brokerage
Our insurance specialists provide tailored coverage recommendations including life protection, income protection, and property insurance. We evaluate clients' risk profiles to source appropriate policies that balance comprehensive coverage with affordable premiums. Our ongoing support includes policy reviews and claims assistance across personal and commercial insurance requirements.
Home Moving Assistance
We coordinate mortgage processes with associated property transaction services. Our service includes recommending trusted conveyancing partners and explaining associated fees. We simplify complex purchase timelines while addressing potential challenges like down-valuations or credit complications through our network of industry contacts.
Credit Profile Services
We work with leading credit organisations to improve mortgage eligibility for clients with adverse credit histories. Our experts provide practical advice to enhance creditworthiness while explaining realistic borrowing options. We maintain transparency about credit implications and work with specialist lenders when standard criteria cannot be met.
Questions
What mortgage options exist for first-time buyers?
We offer tailored guidance on first-time buyer schemes, including shared ownership and government-backed initiatives, while recommending optimal financing structures.
How do remortgaging processes work?
We review existing mortgages, identify competitive alternatives, and manage the transition process including legal and valuation requirements.
Which insurance products do you recommend?
We assess individual needs to recommend appropriate coverage levels across life protection, income insurance, and property policies.
What areas do you cover?
Our primary service areas include Taunton, Bristol, and the wider South West region, with clients across England.
How can you help with bad credit mortgages?
We work with specialist lenders and credit organisations to provide mortgage solutions for applicants with adverse credit histories.
What home moving services do you provide?
We coordinate mortgage financing with conveyancing recommendations and explain associated fees and transactional requirements.
Reviews (3)
Katie Ryan
Jun 16, 2021
Report
Will recently sorted our mortgage on our first home and we cannot recommend him highly enough. As is the case with most first time buyers, we were naive to the house buying process and the situation with mortgages generally. Will got us a great mortgage deal and kept us informed every step of the way, ensuring that we never felt confused or overwhelmed.
Wills service was faultless. He dealt with not only the mortgage lender, but also our solicitors and estate agents every step of the way. He really took so much stress off our shoulders, and for that we are so grateful.
Wills service was faultless. He dealt with not only the mortgage lender, but also our solicitors and estate agents every step of the way. He really took so much stress off our shoulders, and for that we are so grateful.
MobileEcoTuning
Nov 05, 2019
Report
What can I say, Kelly and the team handled our sale and purchase from start to finish. Litrally could not ask for more. Took the stress right out of the whole process. Communication was great we always knew where we were in the process, Litrally a day before the completion we ran in to complications that could have set us back but these guys took control, went over and beyond and we were in the house the day they said. Thanks again to the whole team in particular Kat who was very involved with our case. Faultless in every way.
Samantha Phillips
Jul 14, 2018
Report
Had a fantastic experience when buying our first home. My family and a couple of friends have used Open Vision Finance and recommended Justin to me and true to form we had a complicated situation (to us) made simple and nothing was too much trouble. We visited their offices (which are amazing!) but Justin was keen to point out he was happy to come to us anytime too. Overall a really excellent service and cant thank all the team enough, we love our new home and thank you so much for the wine when we completed!! Sam
