Testimonials

Testimonials

  • As a new client of yours, the advice I received and the service you gave me in helping us set up our wills was top class. With this in mind we will be looking to review all of our financial affairs with you and would have no problem recommending you to all our family and friends.
    C & K Doyle, Harrogate
  • We initially went to a national online mortgage broker. I asked you to beat their best recommended mortgage, you managed to save us £1200 on a 5 year mortgage deal. Richard it’s true to say “not all mortgage advisors are the same.
    S. Armstrong & P. Knox, Murton, County Durham
  • A relaxed, friendly, and professional service.  Never felt pressured, everything was explained in detail, my family will go nowhere else for financial matters.
    H. Morton, Wallasey, Merseyside
  • Having dealt with you for the last 25 years, in my experience, no problem has been too small for you to help and the friendly, professional manner in which you conduct your business is greatly appreciated.
    K & J Atkinson, Hertfordshire
  • The advice given recently to set up our wills was excellent, was easy to understand and having dealt with you for over 20 years, having helped with my mortgage and life cover, I would recommend you to anyone
    V & R Stevens, Seaton Carew
  • Your service was recommended by a friend from work. Richard your patience and ability to explain my options set you apart from any financial advisor I have dealt with previously, delighted, thank you.
    C. Hanratty, Exeter, Devon

We are a mortgage broker  you can trust, proven by 30 years of industry experience and technical excellence.

We understand that trying to plan things like your mortgage, life protection or wills are extremely important, but often extremely challenging without a mortgage broker.

We are there to support our clients throughout every stage of their life – whatever aspect of your finances you need help with, we’ll be there.

That’s why we’re bringing a fresh approach to financial services.

If you choose to work with us, we won’t overwhelm you with technical jargon and we don’t offer one-size-fits-all services; we get to know you, your situation and what you are looking for, and provide bespoke solutions to fit your requirements and expectations.

Financial services sunderland

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