Total Wealth Planning




A mortgage is most probably the largest financial commitment that you will get involved in. So it is best that you get professional independent mortgage advice that tailors the product to your individual needs and requirements.

With many different mortgages on the market, it can easily become confusing when shopping around on your own and it is easy to be enticed by the lowest rates but this may not be the best option for you. With the aid of our mortgage specialist, we can help you find the best mortgage suited to your requirements and financial situation.


We ensure that the whole process of finding the right mortgage or insurance product for our clients is as seamless as possible and offer many different types of mortgages including:

  • Purchase - we can help you find a mortgage for your new home

  • Remortgage - whether you want a new deal or are raising capital we could help

  • First Time Buyers - we could find the right deal to help you get on the property ladder

  • Buy-to-Let* - find the right deal to secure your investment

  • Portfolio Management - we could help manage your Buy-to-Let portfolio

  • Larger Loans - we could find you a great deal on your larger loan amount

Finding the right mortgage can be tricky. Our aim is to make the process as painless as possible for you. We offer a range of products from the whole market, which enables us to find the most suitable deal for your circumstances.

Our services can also include advice on Equity Release, which is a way of releasing the wealth tied up in your property. With an Equity Release scheme you have to be over a certain age (typically over 55) and own your own home. There are two main types of Equity Release plans on the market - Lifetime Mortgages and our standard fee for our Equity Release service is £500, payable when you apply for a mortgage. We may also receive a commission from the Equity Release provider.


We are unique in our approach and outstanding in our professionalism.