Business Details
Your Trusted Partner for Financial Advice Solutions
Established as a family-run business, we specialise in providing independent financial and mortgage advice tailored to evolving client needs. Our approach prioritises trust, long-term relationships, and client-centric solutions, with a focus on demystifying complex financial processes. As an independent firm regulated by the Financial Conduct Authority, we offer unbiased guidance across mortgages, protection, pensions, and investments.Our team combines expertise with a personal touch, avoiding algorithmic approaches in favour of direct client engagement. We pride ourselves on problem-solving capabilities, particularly for clients facing rejection from traditional lenders, and maintain flexible appointment options to accommodate modern schedules.
Services
Mortgage Advice
Protection Advice
Pensions & Investments
Financial Planning
Retirement Funding
Highlights and features
- We're Independent with no ties to financial providers
- We're Problem-Solvers for complex mortgage situations
- We're Actual People with a personal advisory approach
- We offer Flexible appointment scheduling options
- We're Family-run with relationship-based service ethos
Associations and certifications
- Financial Conduct Authority
What people say
Friendly and professional
Problem-solving capabilities
Personal approach
Flexible appointments
Trusted advisors
Services
Mortgage Advice
Specialist mortgage guidance for first-time buyers and property investors. Our FCA-regulated advisers help navigate complex lending criteria and secure competitive rates. We provide tailored solutions for challenging cases often rejected by traditional banks.
Protection Advice
Comprehensive risk management solutions for individuals and businesses. We design protection strategies against unforeseen circumstances including life insurance, critical illness cover, and income protection policies.
Pensions & Investments
Retirement funding strategies and investment portfolio management. Our independent advisers create diversified investment plans aligned with risk profiles and long-term financial goals.
Financial Planning
Holistic financial strategy development covering asset management, tax efficiency, and estate planning. We create adaptable plans that evolve with clients' changing life circumstances.
Retirement Funding
Specialist retirement income strategies combining pension consolidation, investment growth, and tax-efficient withdrawal plans. We ensure sustainable income streams for post-retirement financial security.
People
Graham Thomson
Independent Financial Adviser
With extensive industry experience, Graham leads our advisory team. He specialises in complex mortgage solutions and retirement planning, combining regulatory expertise with client-focused service.
Scott Thomson
Financial Planner
Scott focuses on wealth management strategies, helping clients build sustainable financial futures through tailored investment and pension planning solutions.
Sophie Thomson
Mortgage & Protection Adviser
Sophie specialises in mortgage brokering and risk management, providing expert guidance on property financing and financial protection products for individuals and businesses.
Questions
What financial services do you offer?
We provide mortgage advice, protection planning, pensions guidance, investment strategies, and comprehensive financial planning tailored to individual circumstances.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority under reference number 504710.
Can you help with complex mortgage cases?
Our specialists assist clients facing mortgage challenges, exploring alternative solutions beyond traditional banking options.
How do you deliver financial advice?
We offer flexible consultations via phone, video call, or in-person appointments Monday to Friday.
What makes your firm different?
As a family-run business, we combine regulatory compliance with personal relationships, avoiding algorithmic approaches for tailored client engagement.
Reviews (4)
Gordon Black
Dec 26, 2021
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I would highly recommend this firm as a mortgage broker. From our initial call Graham, through the rest of the service with Scott, we were treated to a first class experience. The communication was superb, and they worked within our requirements to find a great mortgage which was approved in super quick time, allowing us to get into our new home before Christmas. Thanks for the help guys - well be in touch again soon!
Claire McCulloch
Dec 02, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Have received a really good service and found staff courteous and highly professional.
Have received a really good service and found staff courteous and highly professional.
Jackie Ross
Nov 20, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
We have recently worked with Graham Thomson to get our mortgage secured for the purchase of our house. The service was absolutely fantastic , extremely quick and Graham was very responsive and we were very pleased with the end product. Would recommend to anyone I know.
We have recently worked with Graham Thomson to get our mortgage secured for the purchase of our house. The service was absolutely fantastic , extremely quick and Graham was very responsive and we were very pleased with the end product. Would recommend to anyone I know.
Vanessa Stirling-Hunter
Oct 26, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Professional, hassle free process to help purchase our first home.
Graham and his team have their clients best interest in mind, would highly recommend.
Professional, hassle free process to help purchase our first home.
Graham and his team have their clients best interest in mind, would highly recommend.
