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 >

Google Rating
5.0
Based on 87 reviews
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Google Rating
5.0
Based on 87 reviews
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Financial Planning Experts

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

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 8 July

July 9th, 2024|

Markets were broadly up last week, with the US and Japanese stock markets climbing to all-time highs whilst the political landscape in the UK turned a new page >