We’re Money & Mortgages

We offer award-winning financial advice to help you to achieve your goals.  Our business has been built over 16 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 highly qualified professionals include a chartered financial planner and we have a depth of expertise in financial planning areas gained over 35 years in the industry >

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Money & Mortgages Team

Money & Mortgages and Openwork awards

  • Natwest award
  • solla
  • Chartered Financial Planner

See how we work >

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Financial Planning Experts

Mortgages

We’re award-winning mortgage advisors with easy to understand advice for 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 variety of insurance cover to protect your financial future >

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Equity Release

As SOLLA accredited members, we’re experts in Equity Release & Home Reversions >

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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)

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Latest News

  • Weekly market update

Weekly Market Update 13 Sept

September 13th, 2021|

Investors’ attention continued to focus on central banks looking for hints as to when they might start tapering financial support, ahead of interest rate rises >>

  • social care reform intro

Social Care Reform

September 9th, 2021|

Social care reform will ensure £36 billion invested in the health and care system over the next three years, read more here >>

  • Market Update 6th Sept

Weekly Market Update 6 Sept

September 6th, 2021|

It was a muted week for markets. In the US, reports on the labour market delivered underwhelming numbers, whilst inflation in Europe continues to pick up >>

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