
Certified investment experts
Our team of award winning, expert investment advisors are on hand to provide you with the best advice and tailored solutions for your personal circumstances. We use the latest technology to help you to map out your financial future, in a straight-forward, easy to understand manner, find out more >

Why choose Money & Mortgages?
We love what we do
Our Partner Marc Harrison has individual Chartered Financial Planner status- the gold standard in financial planning
We offer no jargon, just clear, straightforward professional financial advice
We’re known for our excellent service that guarantees a simple and cost-effective process and seamless service
We offer a fee FREE, no obligation, initial consultation
Your financial plan
Using the latest technology, we work with you to build a personalised financial plan for your life. We use Voyant cashflow modelling software to show you what your financial future could look like. Voyant takes complex financial concepts and enables us to explain them easily to you with beautiful, easy-to-read artwork that projects your finances forward. It allows you explore your options, such as when can you afford to retire & how can you build your wealth. Voyant is flexible and interactive, allowing us to modify and add details at any time. Debt, investments, property, even holidays – you can incorporate all of these into your financial plan and it shows you how your plan would react in real time. Use the protection calculator here to give you a rough idea of the chances of certain life-altering events happening before your chosen retirement age.
This video shows the changing concerns of a couple as they near retirement, please contact us to find out more about cashflow modelling >
Who is Omnis?
The term “investment” can mean different things to different people. Once we have identified your goals and attitude to risk, we’ll then begin designing a personalised recommendation for you. We firmly believe that the single most effective way to reduce investment risk is to diversify your portfolio. We offer over 140 recommended funds, including the Omnis investment funds range. We offer a professional and personal approach to your investments, not only in the initial strategy design phase, but also longer term. If you’d like to learn more, then get in touch and we’ll provide you with expert advice tailored to your personal circumstances. This video shows more information about Omnis, please contact us to find out more about investment planning >
It is important to note that the value of investments and income from them may go down.
You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.
Money & Mortgages and Openwork awards







Trusted by our clients
Jade is very friendly and knowledgeable and find her great to work with. Would highly recommend, and will definitely work with again.
Thanks!
Was a pleasure working with everybody (Luke, Matt and Kelly)
Paul helped us in the process of porting our previous mortgage, over to our new property with some additional borrowing. The process was made so simple and the did all the leg work for us, which was a massive help when you are stressing about the conveyancing process.
Jade was fantastic at keeping on top of solicitors, although they didn’t like responding to her. Jade made sure everything was in place, such as life insurance and got one of her colleagues to arrange home insurance with me, so moving in would be a smooth process.
Paul and Jade are the reason I returned to use money and mortgages and I will continue to use them in the future.
Thank you for helping us buy our dream home.
Scott & Catharine
Advice and guidence could not have been better nor friendlier. We have always been amazed at how quickly communication went and how thorough the team are.
Highly recommended.
100% recommend.
James was an absolute star. Very personable and made the whole process of getting a mortgage for a new property easy. He also managed to switch us onto a fixed rate mortgage for our other property which the bank had previously refused to do when we tried several times prior.
Really can’t speak highly enough of James and the whole Money & Mortgages team. Thank you all.
They worked quickly and efficiently with great communication every step of the way to find us a mortgage under tricky financial circumstances ! Could not recommended them more :)
A very trustworthy company, thanks again 👍🏻