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 >
Financial Planning Experts
We’re an experienced team of award-winning mortgage advisors for all of your mortgage needs >
As chartered financial planners, we provide expert financial advice on all types of investments >
Using cashflow modelling technology, we can illustrate your predicted financial future >
We offer expert advice about a wide variety of insurance cover options to protect your financial future >
With CFP, FPFS and SOLLA qualifications, we’re experts in Equity Release >
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
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 30 Sept
infoandtech2024-10-04T15:34:04+01:00October 4th, 2024|
Stimulus measures announced in China boosted sentiment across global stock markets >
Weekly Market Update 23 Sept
infoandtech2024-09-23T16:19:58+01:00September 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
infoandtech2024-09-20T15:32:54+01:00September 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 >