We are dedicated to providing the highest possible professional service to our clients. With over 25 years of experience in Financial Services, Forte Financial aim to build strong trusted relationships with our clients. Whether looking for a mortgage for your first home, moving to a new property or remortgaging your current home for a better facility, we have wealth of experience from the most straight forward transactions to the very complex.
We firmly believe that whatever life brings, you and your family should be able to maintain your lifestyle and your home.
We firmly believe that whatever life brings, you and your family should be able to maintain your lifestyle and your home.
Services
Jonathan has worked in financial services since 1988 having started his career with Barclays Bank in London. In 1996, Jonathan qualified as a financial adviser and has worked in both the mortgage market as well as pensions and investment markets ever since. Having been part of a large local practice, Jonathan set up Forte Financial in 2012 allowing greater control over the running and indeed direction of the business.
We will look at your personal circumstances and help you take advantage of any tax relief or incentives that apply to you. If you have received any inheritance, compensation, redundancy, pension scheme lump sum, maturing investments or simply accumulated capital from savings it is a wise decision to contact us and we will guide you through the important decision of where to place your capital.
Reviews (8)
Craig Baker
Dec 15, 2021
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Rich Hurley
Aug 29, 2019
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David Rose SterlingWelsh
Jul 10, 2018
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Steve Hall
Dec 30, 2017
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Lisa D.
Dec 20, 2017
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Ian Wilson
Nov 14, 2017
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Sara O'Dell
Jan 23, 2017
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Cari Morton
Aug 27, 2015
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Jonathan sourced a mortgage for my partner and I, helping us navigate the extra complications owning your own business adds to sourcing a competitive mortgage. Regular updates were emailed so we never had to chase or nag to get information, unlike every other person involved in the house buying process. Friendly, professional and highly efficient service throughout. We are now getting life insurance and critical illness cover through Forte Financial Services too. Great company.