Money & Mortgages

At Money & Mortgages we offer award-winning financial advice to help you to achieve your goals.  We’ve built our business over 20 years on the principles of treating customers fairly and offering expert advice from people who care.  We’ll take time to listen to you, understand your needs and offer advice based on your personal situation and circumstances.  Our team of the very best qualified professionals include both Chartered Financial Planner and Fellow of the Personal Financial Society (FPFS) qualifications – the gold standard in our industry, obtained by very few UK financial advisers.  Contact us to find out more >

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Financial Planning Experts

Mortgages

We’re an experienced team of award-winning mortgage advisors for all of your mortgage needs >

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Investments

As chartered financial planners, we provide expert financial advice on all types of investments >

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Pensions

Using cashflow modelling technology, we can illustrate your predicted financial future >

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Insurances

We offer expert advice about a wide variety of insurance cover options to protect your financial future >

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Equity Release

With CFP, FPFS and SOLLA qualifications, we’re experts in Equity Release >

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How can we help you?

Book a 30-min fee free discovery call >

Here’s how we work >

Free Booklet

Download our free ‘my financial assets’ checklist booklet to help you to manage your financial affairs >

Money & Mortgages and Openwork awards

Natwest award
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Chartered Financial Planner

Refer us to a friend & share the benefits

When you refer us to a friend, if they take advice, we’ll give you a £50 High Street Gift Voucher & £50 financial advice fee discount to your friend (t&c’s apply)

Latest News

Weekly Market Update 23 Sept

September 23rd, 2024|

Global markets were broadly up last week as the US Federal Reserve cut interest rates for the first time in over four years in what many believe will be the beginning of a prolonged interest rate cutting cycle >

Weekly Market Update 16 Sept

September 16th, 2024|

US stocks rebounded after the prior week’s sell off, while the European Central Bank cut interest rates. The Chinese economy continues to remain depressed as weak inflation data spurred calls for Beijing to step in to protect the country’s long-term growth prospects >

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