Mortgage Source

Business Details

24 Years

experience

Expert Mortgage Advice in Basingstoke

We have been dedicated to helping clients achieve their dream of affordable homeownership since 2002. Our journey began in 2001 after a career in the Royal Navy, when we established Mortgage Source to provide personalized mortgage advice with a focus on integrity and client-centric service. Over two decades, we have built a loyal client base by combining extensive industry experience with a commitment to transparency and tailored solutions.

Our team of experts specialises in navigating the complexities of mortgage markets, protection insurance, conveyancing, and equity release, ensuring clients receive comprehensive guidance at every stage of their property journey. We pride ourselves on maintaining open communication, proactive market monitoring, and a philosophy of lifelong client relationships, which has earned us recognition as a trusted advisor in the UK mortgage sector.

Services

Mortgage Advice Protection Insurance Conveyancing Services Equity Release Building Insurance

Details

Year established: 2002

Highlights and features

We offer personalized mortgage solutions tailored to individual circumstances
We search 1000s of lenders to find the right mortgage deal for you
We provide lifelong market monitoring and updates on opportunities
Our team has 20+ years of experience in mortgage and financial services
We deliver transparent advice with no hidden fees or obligations

Associations and certifications

Financial Conduct Authority (FCA)

What people say

Professional and efficient service Knowledgeable and timely advice Pro-active mortgage situation handling Great service follow-up Secure competitive mortgage rates

Website

Update Listing

Services

Mortgage Advice

We provide expert mortgage advice tailored to individual financial circumstances. Our FCA-regulated advisors help clients navigate thousands of mortgage products, ensuring they find competitive rates that match their needs. With over two decades of experience, we offer ongoing market monitoring to keep clients informed about better deals and changing interest rates.

Equity Release

Our equity release solutions enable homeowners over 55 to access tax-free cash from their property. We explain lifetime mortgages and home reversion plans, ensuring clients understand how these products affect inheritance and benefits. We help clients use released funds for home improvements, debt repayment, or supporting family members while maintaining residency rights.

Protection Insurance

We arrange life insurance, critical illness cover, and income protection policies to safeguard clients' financial security. Our advice ensures clients maintain mortgage payments during illness or redundancy while protecting dependents against unexpected events. We explain policy terms and help clients choose appropriate coverage levels for their circumstances.

Conveyancing Services

We connect clients with trusted conveyancers for property transactions. Our FCA-regulated service includes recommending solicitors for purchases, sales, and remortgaging. We coordinate legal processes and provide updates throughout transactions, ensuring smooth property transfers while maintaining transparency about referral fees where applicable.

Building Insurance

We help clients secure comprehensive buildings insurance required for mortgages. Our service includes arranging coverage for permanent fixtures and advising on contents insurance for personal belongings. We review existing policies to ensure adequate protection and help clients understand coverage terms and claim processes.

People

Kevin

Mortgage Advisor

Experienced mortgage advisor specialising in equity release solutions. Provides clear explanations and fast processing for clients seeking to access property equity. Maintains strong client relationships through transparent communication and tailored advice.

Harvey

Senior Mortgage Broker

Expert in mortgage solutions with focus on interest rate negotiations and market changes. Helps clients secure competitive deals while providing regular updates on financial opportunities. Recognised for clear communication and proactive client support during complex transactions.

Kimberley

Mortgage Consultant

Specialises in first-time buyer mortgages and self-employed client solutions. Provides efficient service through clear communication channels and thorough market analysis. Expert in coordinating insurance products with mortgage requirements for changing financial circumstances.

Questions

What mortgage options do you offer for first-time buyers?

We provide comprehensive advice on first-time buyer mortgages, including government schemes and competitive deals. Our advisors explain loan-to-value ratios, deposit requirements, and help secure pre-approvals.

Can you help with mortgage applications for self-employed individuals?

Yes, we specialise in self-employed mortgage applications. We help clients prepare financial documentation and connect with lenders that understand non-traditional income structures.

What equity release options are available?

We offer lifetime mortgages and home reversion plans regulated by the FCA. Our advisors explain how these products affect inheritance and benefits while ensuring clients retain residency rights.

Do you provide protection insurance with mortgages?

Yes, we arrange life insurance, critical illness cover, and income protection policies that complement mortgage requirements. We explain policy terms and help choose appropriate coverage levels.

How do you handle property conveyancing?

We recommend trusted conveyancers and coordinate legal processes for property transactions. We provide updates throughout the process and maintain transparency about any referral fees involved.

What areas do you serve?

We operate throughout the United Kingdom, providing mortgage advice and financial services to clients in Basingstoke and nationwide through face-to-face, telephone, and email communication.

Reviews (7)

Write a Review

Robel Tesfazion

Jan 06, 2022 Report

As I am a first time buyer, Kimberley and Harvey provided best service possible. She helped me and encouraged me through the whole process of buying the property. She never tired of answering my questions, and sometimes ridiculous questions and was always reachable and available even if my questions weren't just about the mortgage sourcing. She communicated with my solicitor on behalf of me when the the process has been delayed .She ensured to complete the whole process before the deadline.
Harvey was always answering to my email and call. He was also checking for me all documents are in order

Lauren Pascolutti

Nov 18, 2021 Report

Kimberley and Harvey were so helpful and dedicated to our case, which wasnt an easy one and took months! They always fought for the very best outcome for us and put a lot of extra work in to get the deal done. John and I are very grateful for their help and would 100% recommend Mortgage Source to anyone, without reservation.

FishSauce

Oct 06, 2021 Report

Kevin and the team at mortguage source have been fantastic, replying to multiple emails daily extremely responsive and answering any questions I had to ask, (I had no clue about mortguage and what I needed etc) I was referred to Kevin from family and will definitely be reccomending to anyone else I know . They have got me my mortguage and I now own my first home I'm very very happy
T Cemil

Claire Pashley

Sep 26, 2021 Report

A fantastic service throughout. We first went to visit Mortgage Source just to find out about a mortgage for my son. Kim was so helpful from the start. When he found a flat he wanted to buy, the estate agent recommended a mortgage advisor of their own, but we chose to stay with Mortgage Source and we are so glad we did.
Buying, his first flat did not turn out to be a straight forward process, with the first purchase falling through and then the need for a change of solicitor part way through the second purchase, but Kim and her team were always there, chasing up any problems in a prompt and cheerful

Amy Guess

Aug 07, 2021 Report

Fab team! Very responsive and made a stressful house move a bit more easier! Could not recommend highly enough! Thanks for all your help Kerrie and Kevin! X

Don Dilger

Dec 07, 2020 Report

My wife and I have been using these guys for years. They are the best in town! Well I dont know that for sure but I have never had a reason to use another. Their service has everything I need and more - excellent knowledge of the best mortgage deals, a thorough approach, a professional approach, a personalised approach. I ask a lot of questions but nothing is too much trouble - they take the time to answer them all and explain things in easy speak which gives me the confidence and assurance to move forward. I have the trust and confidence to share my portfolio details with them and feel like

J. White

Jul 23, 2020 Report

I have already recommended Kimberley to friends and family following an excellent broker service during our recent home moving process. Kimberley's expertise and knowledge of insurance policies added real value for us. Kimberley really took the time to ascertain exactly what we required and understood our new needs as a family with two very young children. Anyone who has moved home knows how stressful the process can be and if you add juggling childcare and work during a global pandemic to this, you can appreciate how important it is to have good support and communication. Kimberley provided both