Providing a personal & professional service

Our Mission

Our mission is to provide a personal, professional service to our customers.
We like to get to know our customers, to understand your needs and preferences so that we can recommend the right mortgage and protection services that will meet your needs now and protect you in the future.

Working with our trusted partners, we can also manage conveyancing and legal services on your behalf, taking the stress out of the buying or selling process alongside the reassurance that you are in safe hands.

conveyancing and legal services are not regulated by the Financial Conduct Authority.
conveyancing and legal services are not part of the Quilter Financial Planning offering and are by referral only.

Putting our clients and their families first

We aren’t interested in taking shortcuts just for a quick win, but prefer to put the needs of our clients and their families first. Many of our customers have returned to us at several key moments in their lives, from buying their first home, to starting a family and looking to protect assets for the future of their children.

Our small team has over 96 years collective industry experience, with specialisms including mortgages, protection, business protection and general insurance. We use our extensive knowledge and experience, as well as access to the whole of market, to find the right products for our customers and the best advice.