Business Details
20 Years
experience
Your Trusted Mortgage & Financial Advisors in Wellington
Established in 2006, we are a dedicated team of financial professionals committed to delivering clear, jargon-free advice tailored to individual client needs. With over 25 years of combined experience in the financial services industry, our team prides itself on maintaining the highest standards of service and client care. Our approach focuses on building long-term relationships through transparency, expertise, and a deep understanding of local market requirements. We operate from our purpose-built premises in Wellington, Somerset, serving clients across the South West and beyond. Our advisors hold relevant qualifications and maintain authorisation through the Financial Conduct Authority, ensuring compliance with rigorous regulatory standards. We specialise in mortgage solutions, protection planning, and insurance products, offering access to exclusive deals not available on the high street.Our reputation for excellence has been built through consistent delivery of personalised service, resulting in numerous client referrals and long-standing relationships. We prioritise ongoing professional development to stay at the forefront of industry developments, ensuring our clients receive up-to-date, informed guidance. Our commitment to client satisfaction is demonstrated through our flexible appointment options, including home visits and office consultations. We maintain a strong track record of successful case completions across diverse financial scenarios, including complex cases involving impaired credit or non-standard lending requirements.
Services
Mortgage Advice
Buy to Let
Secured Loans
Life Insurance
Critical Illness Cover
Income Protection
Remortgaging
First Time Buyers
Student Mortgages
Debt Consolidation
Details
- Year established: 2006
Highlights and features
- We offer 25+ years of combined mortgage advisory experience
- Our team holds professional qualifications in financial services
- We provide exclusive mortgage products not available on the high street
- We maintain transparent fee structures with typical advice fees at 295
- We deliver personalised service with home visit options available
Associations and certifications
- Financial Conduct Authority
What people say
Super Friendly
Clear Communication
Excellent Service
Flawless Support
Knowledgeable Team
Services
Mortgage Advice
Our mortgage advisory service provides comprehensive guidance through the complex home financing process. With access to exclusive products and multiple lenders, we help clients secure optimal mortgage solutions. Our advisors offer clear explanations of all options while considering individual financial circumstances.
Buy to Let
Specialist advice for property investors seeking buy-to-let financing. We assess investment potential, calculate optimal loan structures, and secure competitive rates. Our service includes market analysis and income projection assessments to ensure sustainable investment strategies.
Life Insurance
Tailored life insurance solutions that protect loved ones through financial uncertainty. We offer various policy structures including term assurance and whole-of-life cover, with flexible payment options to suit different budgetary requirements and protection needs.
Critical Illness Cover
Comprehensive critical illness insurance policies that provide financial security during health crises. Our advisors explain policy terms clearly, helping clients select appropriate coverage levels and conditions that match their personal circumstances and family needs.
Income Protection
Customised income protection policies that safeguard against loss of earnings due to illness or disability. We help clients understand policy terms, waiting periods, and benefit structures to create tailored financial safety nets that maintain living standards.
People
Greg Harrison
Owner
With over 25 years in financial services, including 8 years as a high street bank manager, Greg leads our team. He specialises in mortgage and insurance advice, leveraging extensive industry experience to deliver tailored solutions for clients across the UK.
Chris Blatchly
Mortgage Adviser
Holding 15+ years of financial services experience, Chris provides expert mortgage advice. His background includes home visit consultations and office-based advisory work, with particular expertise in assisting clients with complex financial circumstances.
Kathryn Coles
Mortgage Adviser
Specialising in mortgage and protection planning, Kathryn ensures comprehensive coverage for secured mortgages. She focuses on transparent advice and client education, particularly supporting first-time buyers and those navigating affordable housing schemes.
Steve Pernett
Mortgage Adviser
With 25 years in financial services, including 18 years as a high street bank branch manager, Steve offers expert mortgage guidance. He covers Devon and Cornwall, specialising in explaining complex mortgage options to clients in accessible terms.
Jan Filler
Administrator
Bringing 25 years of management experience from retail, Jan ensures smooth case processing. She maintains client communication throughout the mortgage journey, building strong relationships while managing administrative compliance requirements.
Questions
What mortgage advice fees do you charge?
Our typical mortgage advice fee is £295, though this may vary depending on individual circumstances.
Do you offer home visit consultations?
Yes, we provide home visit options for mortgage consultations, particularly for clients in Devon and Cornwall.
What insurance products do you offer?
We provide life insurance, critical illness cover, income protection, and property insurance solutions tailored to client needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of PRIMIS Mortgage Network, authorised and regulated by the Financial Conduct Authority.
Do you assist first-time home buyers?
Yes, we specialise in first-time buyer mortgages, including Right-to-Buy, Shared Ownership, and Help-to-Buy schemes.
