For financial & mortgage planning your initial consultation will be completely free of charge. Their our fees for our service and these vary depending on the type of assistance you need. Your advisor will outline these fees to you prior to moving forward from your initial consultation.

To complete your initial mortgage consultation. We will need the following

Details of existing financial commitments

An overview of your income and expenditure

Existing mortgage arrangments

Details of your credit history

All our advisors are experienced in helping clients over the phone and face to face. If you would prefer we can visit you at home at a time convenient to you.

We are based in Corhampton Farm situated between Southampton and Winchester, our team of advisors works with clients throughout the UK on a daily basis.

If you are unhappy with the service you have received please contact using the information below.

Phone: 01489 876 574


We have a complaints procedure available on request that we can send to you via post or email.