Your trusted specialists for mortgage and protection advice - we're with you for the long-term. If you're looking for expert mortgage and protection advice, you've come to the right place. Since 2013, we've been helping clients, here in Walton-on-Thames and further afield, find the right type of mortgage deal to enable them to fulfil their property plans, whether they are first-time buyers or already on the property ladder.
Over the years, we've established a strong reputation for our in-depth knowledge of the mortgage market. We've helped hundreds of people access the funds they need to move into their first homes, move up the housing ladder, remortgage their property, or enter the buy-to-let market. On these pages you'll find out more about us, and details of the types of mortgage arrangements we regularly recommend to our clients.
Over the years, we've established a strong reputation for our in-depth knowledge of the mortgage market. We've helped hundreds of people access the funds they need to move into their first homes, move up the housing ladder, remortgage their property, or enter the buy-to-let market. On these pages you'll find out more about us, and details of the types of mortgage arrangements we regularly recommend to our clients.
Services
Duncan has worked in financial services for over 15 years. He has particular expertise in mortgages, protection, pensions and investments. When working with clients, he takes a comprehensive view of their finances; by taking into account the bigger picture, he's able to make recommendations that take full account of his clients' personal circumstances and are bespoke to their needs.
With Andrew and Duncan alone having thirty and twenty years of experience respectively, the team has a combined total of around one hundred years in the financial sector. Although we assure you our rigorous beauty regimes mean that none of us look a day over twenty one! We're a fun and close-knit team, some of whom would prefer to meet clients on the golf course, than in the office.
Duncan from Purely Financial Planning discusses the role of a Mortgage Broker and why Walton-on-Thames is a great place to buy a home. A Mortgage Broker or adviser is a professional that will help you explore the whole of the mortgage market and decide on the most suitable approach for you to achieve your property goals.
Treating Customers Fairly is a core principle of our company and the way we conduct our business. We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you. Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage. A mortgage is a 'secured' loan, which means that the loan is secured against the value of the property being purchased until the mortgage is paid off.
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