Investments

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 >

Google Rating
5.0
Based on 86 reviews
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Chartered Financial Planner

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 >

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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

Just renewed a part of our outstanding mortgage with Paul from Money and Mortgages UK. Very professional and helpful. We were recommended Paul by a family member and he has always given that professional service that the customers want. First class!
David S.
David S.
1709824171
As a first time buyer, I was daunted at the prospect of getting a mortgage. Paul Elliot and his team made it feel like the easiest process in the world. I highly recommend their services. Nothing is too much trouble, responses are almost instant, there is no need to chase them for anything as... everything happens like clockwork!!read more
Richard L.
Richard L.
1709812296
Jon and Jade were so easy to work with on our house purchase. Proactive thinking and very quick to respond. Would highly recommend Money & Mortgages, and will definitely work with again.
Rob W.
Rob W.
1692715870
Both Paul & Jade were lifesavers throughout our buying process. As first time buyers, we had so many questions and uncertainties and Paul was always on hand to answer anything and was super honest with our options throughout! It was so handy having them do all the hard work behind the scenes for us... when applying for our mortgage and we would definitely use them again in the future! Thank you!read more
EmBarnes
EmBarnes
1692038436
Jade and Paul have been brilliant from the start of this process to the end, informing me every step of the way. I can't thank them enough for their guidance and help and I'll be back when my current mortgage deal runs out.
Clare G.
Clare G.
1688470208
Benjamin C.
Benjamin C.
1683207214
I cannot thank Paul and Jade enough for their help over possibly the longest house purchase ever!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 & Catharineread more
Scott G.
Scott G.
1679767948
We have used Money & Mortgages twice over the past few years. First to buy our first home, then when we moved. They were recommended from parents.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.read more
Chris H.
Chris H.
1664316480
I am returning customer. Paul was amazing to deal with from start to finish. Very helpful and always there to answer any questions.100% recommend.
Patrycja M.
Patrycja M.
1657721810
M&M never let us down. We’ve been using their services for 8 years and this time we’re taken good care of by James.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.read more
Gary S.
Gary S.
1654108045
Stephen Seward from Money & Mortgages is absolutely first class, extremely helpful and very friendly, Stephen definitely knows his job, he goes out of his way to find the best deal suitable for you, I would absolutely recommend, I wouldn’t use anyone else now
Gym F.
Gym F.
1653908224
Really fast efficient and reliable service, couldn’t recommend them enough . Everyone who dealt with our mortgage was really friendly and polite. Top quality service!!!!!
William R.
William R.
1650386484
I am now a returning customer of money & mortgages. My initial enquiry was a renewal of my buy to let property. Jon was extremely efficient in gaining a fantastic deal to suit our needs. We received support from the first contact to the completion of the product. We then needed to remortgage our... own home as our current deal was coming to an end. There was only one company I was going to give my return business to after the excellent service we received the first time around. Once again absolutely exceeded our expectations. Prompt contact with a very competitive new deal which not only cleared the existing mortgage but gave us extra funds to clear some other debts and look at some home upgrades. We received constant phone/email support from Megan who consistently chased the legal firm and kept us fully updated throughout. Absolute 5 star service and I would happily recommend to anyone looking for a professional, personal and prompt serviceread more
Kelly J.
Kelly J.
1649710279
Have used every time we have done a mortgage or remortgage, Jon explains everything very simply and gets us the best deal, once the offer is received you are then looked after until completion with any issues explained and followed up with the solicitors. Would definitely recommend Money &... Mortgages!read more
ABIW P.
ABIW P.
1648641918
Hi, Just bought our first property and couldn't speak highly enough of Money Mortgages! Thanks James and the team. Danny B
Danny B.
Danny B.
1648128299
The service I received from James was second to none. He went above and beyond, supporting me through the whole process of buying the house, not only finding me a mortgage. Truly a 5 star device. I would definitely recommend.
Clelia Lo V.
Clelia Lo V.
1647817448
Fabulous service from start to finish for Paul and the team. Talked us through options and really helped up choose the right product. Can't thank them enough.
Krystine L.
Krystine L.
1647545114
Wanted to say a massive thank you to James Lawton for helping through my first time buy. Been with me from the start and only a phone call away for when i needed anything. Would highly recommend! Great Communication and Advice.
Bruno P.
Bruno P.
1645789626
I recently used Money & Mortgages to re-mortgage, they found me a really good deal (much better that the one I was on). They were very professional and helped me through out the process, would definitely recommend using them.
Cefin W.
Cefin W.
1643726414
Excellent company that provides an excellent service from beginning to end: sensible, balanced, customer-focused advice; helpful, responsive and supportive customer service. Will definitely use Money & Mortgages again.
Richard Girvan (.
Richard Girvan (.
1640846479
Jon, Kelly, Megan and Jade are a delight to deal with. They helped with my mortgage back in 2014 and were outstanding with my remortgage in the difficult pandemic years. They are responsive, professional, caring and were the only ones that took the time to help me through a difficult remortgage... process. They are hands down the most reliable and trustworthy business I have come across in the UK and I am not sure what I would have done without them. I would highly recommend.read more
Damiana C.
Damiana C.
1639671072
Great service once again from Steve and Megan - very response and even after they've provided their brokerage service, they keep in touch to see how the purchase is going right up until completion. Hoping to be working with you guys again very soon.
Mark C.
Mark C.
1638796308
Jon and the team at Money & Mortgages provided us with a professional and friendly service !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 :)
Lucy B.
Lucy B.
1637075124
Jon and the team did an incredible job in sorting my recent re-mortgage. Such a professional service and all the team always respond immediately to any email/call. I wouldn't hesitate in recommending Money and Mortgages to anyone looking to re-mortgage.
Paul D.
Paul D.
1636405874
New Mortgage handled with no issues. All very professional with regular updates
Paul G.
Paul G.
1635857558
My wife and I recently used James Lawton from Money & Mortgages for assistance with our first property mortgage. James went above and beyond what we expected and was always on hand to answer any questions and walk us through the whole process. From our experience, if you want personalised, friendly... advice and support whilst buying your first home and navigating the mortgage process as well as, life and critical insurance cover, we would highly recommend James and Money & Mortgages.read more
Max G.
Max G.
1632836901
James Lawton arranged my new mortgage. He was extremely professional and explained everything to me in simple terms. Communication was great throughout and everything was set up smoothly. Would recommend!
Marissa W.
Marissa W.
1632467116
Just bought my first flat with Steve Seward and Megan Kittrick and they made the whole process so easy and stress-free. Very professional and always very responsive. Totally removed all the hassle of what seemed like a never ending and daunting process and I would encourage anyone reading this... review to consider getting in touch with them. Highly recommend. I will definitely use again when my mortgage deal is up.read more
Iwona S.
Iwona S.
1631873906
Our whole experience with Money and Mortgages was excellent from start to finish, who got us our first mortgage. They were always happy to help and answer any questions, helping us feel at ease and in capable hands. We couldn’t recommend them enough! Great service!
Hannah M.
Hannah M.
1630835020
As a worker in the property industry i used the guys at Money & Mortgages for everything in my purchasing process. If you are lucky enough to fall in the hands of Steve Seward and Megan Keerick then you literally have nothing to worry about. From the very first phone call and introduction both of... them have been brilliant in keeping me up to date and been reassuring throughout the whole process (I definitely didn't have the easiest purchasing process!). The price of the broker fees are some what undervalued for the amount of work these guys put in and they are a huge credit to their team and the company they work for. Thanks for everything i will not be using any other broker for any of my purchases!!read more
George B.
George B.
1630677464
Dealt with Paul who was great…Responds to emails quickly and made everything clear throughout the whole process of the remortgage. Would definitely recommend!
Amanda D.
Amanda D.
1630591769
Just completed a re-mortgage via Money & Mortgages. Still consistent and efficient throughout the process, as they were when used in the past. Particular thanks to Paul & Megan.
Dave M.
Dave M.
1627912743
I’ve used Money and Mortgages for arranging mortgages and remortgages for over 10 years and have always been exceptionally pleased with their services, professionalism and expertise. Thanks this time to James Lawton for all his assistance throughout my mortgage offer process: he was always one step... ahead, kept in touch regularly and explained things clearly. Great service, nice people and fairly priced. I certainly recommend the team here.read more
Katherine H.
Katherine H.
1627230983
Money and Mortgages have been fantastic every step of the way with my mortgage application. As a self employed person, mortgages can be a minefield and Paul was patient and extremely helpful throughout the whole process. I was informed at every step of the application, via both email and phone... calls. No question went un answered and my understanding of the process has improved immensely with Paul and Megan’s support. I would highly recommend Money and Mortgages if you are looking for a broker( especially if you are self employed) they are reliable , informative and ,most importantly, understanding of individual circumstances. Their help has proved invaluable to me.read more
Jennie G.
Jennie G.
1626972943
I've used Money & Mortgages several times now and the level of service and attention to detail is second to none. They provided me with a detailed search of mortgage options, helped with a complex purchase and communicated clearly with me throughout, proactively chasing parties along the way. ... I've recommended M&M, especially Paul Elliot and Megan Kittrick to several people now.read more
A G
A G
1626278726
Highly recommend money mortgages. James Lawton has been looking after us and has been brilliant! Keeping us informed, being very patient why we make our decision and helping us every step of the way. I will definitely use again when my mortgage deal is up.
Karen A.
Karen A.
1625811104
I recently purchased my 1st flat and the whole process could not be done in a straightforward way without the team's helps and efforts! Stephen, Luke, James and Megan looked after everything from the very beginning and they are always responsive and professional! Definitely recommend!
Haoyi G.
Haoyi G.
1623787601
I recently opened my first pension with Stephen and couldn’t recommend him enough! With being self employed I really didn’t know where to start. Stephen took the time to go through and explain things in further detail and was always at the end of the phone when I had any questions.A very... trustworthy company, thanks again 👍🏻read more
Lindsey C.
Lindsey C.
1621887307
Amanda and I have sort mortgage and money advice from M&M on a few occasions and each occasion the advice and service has been nothing short of exemplary. We can not recommend this service enough, thank you again and look forward to our next venture with your guiding approach.
Ian J.
Ian J.
1619361468
The staff at Money and Mortgages are very friendly and helpful from start to finish. Fantastic service, they provided us with fair and impartial advice - highly recommend.
Claire H.
Claire H.
1615561012
From start to finish of the whole process, Stephen was attentive and responsive to all my needs and wants. Very happy with the overall service to which I received and especially the overall outcome. Highly recommended.
Jamie D.
Jamie D.
1615482424
I have had the pleasure of procuring Money & Mortgages services since 2014! They are absolutely efficient, courteous, professional and proactive. A big shout out to Paul E., Megan K., Kelly G., James L. and the entire team. I strongly recommend their superb services.
Abass “Juni” B.
Abass “Juni” B.
1614557191
Jon has helped me for many years find the best mortgages to suit my circumstances and I have always found him professional and responsive. Recently instructed Jon to re-mortgage my home and with the help of Megan the whole transaction was smooth and painless. Would highly recommend this company.
Rachel F.
Rachel F.
1613989697
100% recommend - Paul who assisted me went above and beyond and I am so thankful
Tilly T.
Tilly T.
1613063685
Jon organised my first mortgage, despite not having a great credit history he got me sorted and into my first home.Have recently remortgaged onto a much better deal thanks again to Jon.The process both times was efficient, professional and totally stress free for me.I would happily recommend... money and mortgages and in particular Jon.read more
Howard A
Howard A
1608297894
Georgina M.
Georgina M.
1608216518
SPOT ON!!! Was our first time buying a house so didn't have a clue, Jon and James helped us every step of the way, always there for all the questions we had! Made it very easy and a very enjoyable experience! 10/10 would recommend!!
TheBeenhed
TheBeenhed
1607857709
Would recommend M&M 100%. Paul was professional & quick to respond to any queries. As first time buyers he was able to advise what was best for us and provide us with a detailed breakdown of our options.Thank you so much!
Natasha V.
Natasha V.
1606943690
Cannot recommend this company enough.Paul Elliott and team arranged our initial mortgage then two years later we went to remortgage and the process was always professional and efficient. Everything was explained clearly with options for us. A big thank you to Paul Elliot who handled everything so... well. Nothing was too much trouble. Luke and Megan also dealt with any queries professionally regarding the completion process.For a hassle free and professional service please contact them..!!read more
Sam K.
Sam K.
1606693582
Had the most fantastic experience with Money & Mortgages! Stephen & Luke who looked after us made everything so straight forward and understandable. Before buying a house my partner and I where daunted by the whole prospect and they consistently went above and beyond to make sure we knew what was... going on and that we where happy. A fantastic company that I would highly recommend!read more
Jasper C.
Jasper C.
1606296879
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