Our full range of mortgage and protection services

From first time residential mortgages to re-mortgages and buy-to-lets, we have a whole of market to choose from.

Your home may be repossessed if you do not keep up repayments on your mortgage. The FCA does not regulate most forms of buy to let mortgage.

Your income may be paying for all the essential financial commitments in life, receive a regular, tax free income if you are unable to work due to ill health or injury. Options include being paid from day one of claim to receiving income up to your chosen retirement age.

To help maintain the family’s standard of living, lump sum or monthly benefits paid to family members, if you were to suffer premature death or personally receive a lump sum benefit paid upon diagnosis of a qualifying critical illness.

5 star defaqto rated general insurance products that offer comprehensive and competitive insurance.

Health is the most important privilege we have and if seriously affected, we all like to be treated as quickly as possible. Private medical insurance (PMI) allows you to skip the waiting list and arrange treatment at a time that suits you.

Decide who should benefit after your death and help mitigate inheritance tax.

Wills, living trusts & estate planning are not regulated by the Financial Conduct Authority.

Review your retirement plans and make use of the tax-efficient opportunities available.

Pensions & investments are referred to Lakeside Wealth Management Ltd.

Mortgage & Protection Specialists

Making your mortgage and personal protection my business.

We are a financial services company

We care about your future home as much as you do.

Offering you a personal, face to face service and providing you with the highest level of advice and support. We’re here to help secure your purchase by making sure your mortgage offer is in place, enabling you complete as soon as possible.

Let us help get your mortgage agreed.

Want to talk?
Please call us: 01773 874 552

We are contactable by phone from 9am – 9pm. 7 Days a week.

Award winning service & advice

Flexible appointment times to suit you

Full package of financial advice

Our business grows through referrals

Let us put your finances first