Mortgages for...

First-time buyers

Buying your first home is a big decision, so work with an adviser who understands your goals.

Home movers

Moving home brings new challenges. Whether upsizing or downsizing, we’re here to help with the process.

Remortgagers

Remortgaging might seem daunting at first, but our team will make it simpler and less stressful.

Later life lending

Even later in life, homeownership remains within reach. We’ll find tailored mortgage options to suit you.

Your home may be repossessed if you do not keep up repayments on your mortgage.

We also do financial planning!

Tell me more

Once your mortgage is sorted and you’re settled into your home, we’re here to help get your finances in shape and plan for the future.

Our financial planning service is built around long-term relationships with clients. We’re with you as you grow your wealth, navigate major life events, and plan for retirement. With both mortgage and financial planning services under one roof, we make things easier for you.

Don’t just take our word for it, this is what our clients say

We carried out a client survey in 2024 to gain insight into their experiences with us and our service. Here’s what they had to say:

98%

of clients would recommend us to family, friends or colleagues


98%

believe working with us has helped or will help them to achieve their financial goals


99%

were satisfied that we understood their needs, goals and aspirations


Mortgages

“Claire doesn’t just talk numbers; she asks about my life, my family, and what actually matters to me.” Iain

Financial Planning

“They’ve gone above and beyond, supporting me and my family through everything life has thrown our way.” Kate

Financial Planning

“With Claire, it’s not about numbers. She makes sure my finances fit into the bigger picture of my life.” Michele
Give us a call.
01952 455 775
Visit our Shifnal office.
4 Church Street, Shifnal, Shropshire, TF11 9AA

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